Growth Metrics

Hennessy Advisors (HNNA) EBITDA Margin (2010 - 2026)

Hennessy Advisors posted quarterly EBITDA Margin of 33.15% for Q1 2026, down 480.0% year-on-year from 8.72% in Q1 2025, and up 3.3% on a QoQ basis from 32.09% in Q4 2025.

Hennessy Advisors (HNNA) has 17 years of EBITDA Margin data on file, last reported at 33.15% in Q1 2026.

  • For the quarter ending Q1 2026, EBITDA Margin fell 480.0% year-over-year to 33.15%; the trailing twelve-month figure through Mar 2026 stood at 34.54% (down 206.0% YoY), and the FY2025 full-year result was 37.83%, up 725.0% from the prior year.
  • EBITDA Margin for Q1 2026 stood at 33.15%, up from 32.09% in the prior quarter.
  • Across five years, EBITDA Margin topped out at 40.08% in Q4 2024 and bottomed at 24.32% in Q4 2023.
  • The 5-year median for EBITDA Margin is 33.15% (2026), against an average of 32.22%.
  • The widest annual swing landed in 2023, when EBITDA Margin plunged 921 bps; it then jumped 1576 bps in 2024.
  • A 5-year view of EBITDA Margin shows it stood at 26.92% in 2022, then slipped by 10 bps to 24.32% in 2023, then jumped by 65 bps to 40.08% in 2024, then fell by 20 bps to 32.09% in 2025, then climbed by 3 bps to 33.15% in 2026.
  • The last three EBITDA Margin figures came in at 33.15% (Q1 2026), 32.09% (Q4 2025), and 36.6% (Q3 2025), per Business Quant data.

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 Hennessy Advisors 78.18 Mn 7.14 Mn - 33.15%

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 33.15%
Dec 31, 2025 32.09%
Sep 30, 2025 36.60%
Jun 30, 2025 36.29%
Mar 31, 2025 37.95%
Dec 31, 2024 40.08%
Sep 30, 2024 33.64%
Jun 30, 2024 33.97%
Mar 31, 2024 28.47%
Dec 31, 2023 24.32%
Sep 30, 2023 29.10%
Jun 30, 2023 25.28%
Mar 31, 2023 27.86%
Dec 31, 2022 26.92%
Sep 30, 2022 32.30%
Jun 30, 2022 34.49%
Mar 31, 2022 35.16%
Dec 31, 2021 33.28%
Sep 30, 2021 33.96%
Jun 30, 2021 36.26%
Mar 31, 2021 33.10%
Dec 31, 2020 31.72%
Sep 30, 2020 31.68%
Jun 30, 2020 34.02%
Mar 31, 2020 34.40%
Dec 31, 2019 36.94%
Sep 30, 2019 35.18%
Jun 30, 2019 36.94%
Mar 31, 2019 38.37%
Dec 31, 2018 40.02%
Sep 30, 2018 43.31%
Jun 30, 2018 45.62%
Mar 31, 2018 45.11%
Dec 31, 2017 46.91%
Sep 30, 2017 43.20%
Jun 30, 2017 47.58%
Mar 31, 2017 46.17%
Dec 31, 2016 46.95%
Sep 30, 2016 45.48%
Jun 30, 2016 47.20%
Mar 31, 2016 44.72%
Dec 31, 2015 47.60%
Sep 30, 2015 47.70%
Jun 30, 2015 47.45%
Mar 31, 2015 41.86%
Dec 31, 2014 38.65%
Sep 30, 2014 43.93%
Jun 30, 2014 42.27%
Mar 31, 2014 38.26%
Dec 31, 2013 18.39%
Sep 30, 2013 39.15%
Jun 30, 2013 38.06%
Mar 31, 2013 34.52%
Dec 31, 2012 16.33%
Sep 30, 2012 25.01%
Jun 30, 2012 31.02%
Mar 31, 2012 25.45%
Dec 31, 2011 19.34%
Sep 30, 2011 26.44%
Jun 30, 2011 32.09%
Mar 31, 2011 29.36%
Dec 31, 2010 24.37%
Sep 30, 2010 20.59%
Jun 30, 2010 24.90%
Mar 31, 2010 20.15%