Growth Metrics

New Mountain Finance (NMFC) Investment Income (2021 - 2026)

New Mountain Finance's quarterly Investment Income came in at -$81.4 million in Q1 2026, down 631.57% year-on-year from $15.3 million in Q1 2025, and down 35.97% quarter-over-quarter from -$59.9 million in Q4 2025.

New Mountain Finance has reported Investment Income for 6 years, with the latest figure at -$81.4 million in Q1 2026.

  • For the quarter ending Q1 2026, Investment Income fell 631.57% year-over-year to -$81.4 million; the trailing twelve-month figure through Mar 2026 stood at -$189.6 million (down 472.74% YoY), and the FY2025 full-year result was -$119.4 million, down 279.52% from the prior year.
  • Investment Income for Q1 2026 stood at -$81.4 million, down from -$59.9 million in the prior quarter.
  • The five-year high for Investment Income was $7.1 million in Q1 2022, with the low at -$81.4 million in Q1 2026.
  • Average Investment Income over 5 years is -$17.7 million, with a median of -$11.5 million recorded in 2024.
  • Year-over-year, Investment Income soared 70.72% in 2023 and slumped 775.27% in 2025.
  • Tracing NMFC's Investment Income over 5 years: stood at -$10.4 million in 2022, then declined by 29.46% to -$13.4 million in 2023, then soared by 49.0% to -$6.8 million in 2024, then sank by 775.27% to -$59.9 million in 2025, then sank by 35.97% to -$81.4 million in 2026.
  • The last three Investment Income figures came in at -$81.4 million (Q1 2026), -$59.9 million (Q4 2025), and -$21.7 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Inv. Income (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - -
2 Blackstone 92.68 Bn 91.63 Bn - -
3 Kkr 84.94 Bn 132.45 Bn - -
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - -
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn -
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn -
8 Northern Trust 31.21 Bn 31.21 Bn - -
9 Ares Management 28.85 Bn 32.22 Bn - -
10 New Mountain Finance - - - -81.38 Mn

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 -81.38 Mn
Dec 31, 2025 -59.85 Mn
Sep 30, 2025 -21.70 Mn
Jun 30, 2025 -26.71 Mn
Mar 31, 2025 -11.12 Mn
Dec 31, 2024 -6.84 Mn
Sep 30, 2024 -11.49 Mn
Jun 30, 2024 -3.66 Mn
Mar 31, 2024 -9.47 Mn
Dec 31, 2023 -13.41 Mn
Sep 30, 2023 -11.98 Mn
Jun 30, 2023 -4.85 Mn
Mar 31, 2023 6.42 Mn
Dec 31, 2022 -10.36 Mn
Sep 30, 2022 -25.30 Mn
Jun 30, 2022 -16.56 Mn
Mar 31, 2022 7.14 Mn
Dec 31, 2021 23.23 Mn
Sep 30, 2021 -7.74 Mn