Growth Metrics

Federated Hermes (FHI) EBITDA Margin (2009 - 2026)

Federated Hermes recorded quarterly EBITDA Margin of 26.38% in Q1 2026, down 6.06% quarter-over-quarter from 28.08% in Q4 2025, and down 474.0% year-over-year from 7.05% in Q1 2025.

Federated Hermes' EBITDA Margin history runs 18 years deep, the most recent figure standing at 26.38% for Q1 2026.

  • In Q1 2026, EBITDA Margin fell 474.0% year-over-year to 26.38%; the TTM figure through Mar 2026 stood at 27.39% (up 361.0% YoY), while the FY2025 annual figure was 28.54%, up 639.0% from the prior year.
  • EBITDA Margin came in at 26.38% for Q1 2026 at Federated Hermes, down from 28.08% in the prior quarter.
  • In the past five years, EBITDA Margin ranged from a high of 31.11% in Q1 2025 to a low of 10.11% in Q2 2024.
  • A 5-year average of 24.64% and a median of 25.85% in 2022 frame the typical range for EBITDA Margin.
  • Across the five-year window, EBITDA Margin tumbled 1260 bps in 2024 and soared 1745 bps in 2025, its largest moves.
  • Federated Hermes' EBITDA Margin stood at 17.05% in 2022, then jumped by 54 bps to 26.2% in 2023, then fell by 1 bps to 26.0% in 2024, then rose by 8 bps to 28.08% in 2025, then fell by 6 bps to 26.38% in 2026.
  • According to Business Quant data, EBITDA Margin over the past three periods registered 26.38%, 28.08%, and 27.58% for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) EBITDA Margin (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 42.01%
2 Blackstone 92.68 Bn 91.63 Bn - 44.01%
3 Kkr 84.94 Bn 132.45 Bn - 46.06%
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 54.78%
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 1.56%
6 State Street 44.42 Bn 18.75 Bn - 73.37%
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 18.44%
8 Northern Trust 31.21 Bn 31.21 Bn - 170.02%
9 Ares Management 28.85 Bn 32.22 Bn - 26.04%
10 Federated Hermes 4.09 Bn 3.63 Bn 353.21 Mn 26.38%

Historic Data

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DateValue
Mar 31, 2026 26.38%
Dec 31, 2025 28.08%
Sep 30, 2025 27.58%
Jun 30, 2025 27.56%
Mar 31, 2025 31.11%
Dec 31, 2024 26.00%
Sep 30, 2024 27.36%
Jun 30, 2024 10.11%
Mar 31, 2024 24.87%
Dec 31, 2023 26.20%
Sep 30, 2023 25.19%
Jun 30, 2023 22.71%
Mar 31, 2023 22.28%
Dec 31, 2022 17.05%
Sep 30, 2022 25.39%
Jun 30, 2022 25.22%
Mar 31, 2022 25.85%
Dec 31, 2021 27.54%
Sep 30, 2021 30.13%
Jun 30, 2021 26.30%
Mar 31, 2021 28.57%
Dec 31, 2020 31.54%
Sep 30, 2020 31.11%
Jun 30, 2020 26.96%
Mar 31, 2020 25.82%
Dec 31, 2019 28.71%
Sep 30, 2019 26.24%
Jun 30, 2019 26.42%
Mar 31, 2019 23.09%
Dec 31, 2018 28.63%
Sep 30, 2018 26.54%
Jun 30, 2018 31.55%
Mar 31, 2018 30.20%
Dec 31, 2017 32.64%
Sep 30, 2017 31.87%
Jun 30, 2017 30.87%
Mar 31, 2017 28.44%
Dec 31, 2016 29.26%
Sep 30, 2016 30.08%
Jun 30, 2016 30.57%
Mar 31, 2016 27.40%
Dec 31, 2015 31.56%
Sep 30, 2015 31.68%
Jun 30, 2015 30.37%
Mar 31, 2015 26.77%
Dec 31, 2014 28.29%
Sep 30, 2014 28.04%
Jun 30, 2014 27.63%
Mar 31, 2014 26.78%
Dec 31, 2013 27.83%
Sep 30, 2013 27.26%
Jun 30, 2013 29.50%
Mar 31, 2013 29.92%
Dec 31, 2012 33.98%
Sep 30, 2012 37.75%
Jun 30, 2012 29.73%
Mar 31, 2012 30.55%
Dec 31, 2011 28.59%
Sep 30, 2011 31.31%
Jun 30, 2011 31.93%
Mar 31, 2011 23.65%
Dec 31, 2010 32.22%
Sep 30, 2010 31.01%
Jun 30, 2010 36.23%
Mar 31, 2010 30.82%
Dec 31, 2009 32.62%
Sep 30, 2009 32.27%
Jun 30, 2009 28.70%