New Mountain Finance (NMFCZ) Retained Earnings (2021 - 2026)
New Mountain Finance (NMFCZ) recorded quarterly Retained Earnings of -$203.8 million in Q1 2026, down 67.46% quarter-over-quarter from -$121.7 million in Q4 2025, and down 725.22% on a YoY basis from $32.6 million in Q1 2025.
New Mountain Finance (NMFCZ) Retained Earnings (2021 - 2026) Analysis & Trends
New Mountain Finance's Retained Earnings history runs 6 years deep, the most recent figure standing at -$203.8 million for Q1 2026.
- In Q1 2026, Retained Earnings fell 725.22% year-over-year to -$203.8 million; the TTM figure through Mar 2026 stood at -$203.8 million (down 725.22% YoY), while the FY2025 annual figure was -$121.7 million, down 795.2% from the prior year.
- Retained Earnings was -$203.8 million for Q1 2026 at New Mountain Finance, down from -$121.7 million in the prior quarter.
- In the past five years, Retained Earnings ranged from a high of $19.8 million in Q1 2023 to a low of -$203.8 million in Q1 2026.
- Historically, Retained Earnings has averaged -$34.1 million across 5 years, with a median of -$23.2 million in 2024.
- Biggest YoY gain for Retained Earnings was 6.42% in 2025; the steepest drop was 795.2% in 2025.
- A 5-year view of Retained Earnings shows it stood at $7.5 million in 2022, then plunged by 264.17% to -$12.3 million in 2023, then dropped by 10.11% to -$13.6 million in 2024, then slumped by 795.2% to -$121.7 million in 2025, then plunged by 67.46% to -$203.8 million in 2026.
- The last three Retained Earnings figures came in at -$203.8 million (Q1 2026), -$121.7 million (Q4 2025), and -$73.0 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 39.18 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | -15.77 Mn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 14.08 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 5.16 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 28.43 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 17.07 Bn |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 14.49 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | -1.66 Bn |
| 10 | New Mountain Finance | - | - | - | -203.75 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -203.75 Mn |
| Dec 31, 2025 | -121.68 Mn |
| Sep 30, 2025 | -73.05 Mn |
| Jun 30, 2025 | -51.42 Mn |
| Mar 31, 2025 | -24.69 Mn |
| Dec 31, 2024 | -13.59 Mn |
| Sep 30, 2024 | -38.18 Mn |
| Jun 30, 2024 | -25.40 Mn |
| Mar 31, 2024 | -23.20 Mn |
| Dec 31, 2023 | -12.34 Mn |
| Sep 30, 2023 | 11.65 Mn |
| Jun 30, 2023 | 19.29 Mn |
| Mar 31, 2023 | 19.79 Mn |
| Dec 31, 2022 | 7.52 Mn |
| Sep 30, 2022 | 17.24 Mn |
| Dec 31, 2021 | 47.47 Mn |