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
DateValue
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