Brookfield Oaktree Holdings (OAK-PA) EBITDA Margin (2011 - 2026)
Brookfield Oaktree Holdings' (OAK-PA) quarterly EBITDA Margin came in at 131.48% in Q1 2026, up 8797.0% on a YoY basis from 1.48% in Q1 2025, and up 25.64% quarter-over-quarter from 104.65% in Q4 2025.
Analysis
Brookfield Oaktree Holdings (OAK-PA) EBITDA Margin (2011 - 2026) Analysis & Trends
Brookfield Oaktree Holdings (OAK-PA) has reported EBITDA Margin for 16 consecutive years, with 131.48% the latest figure, recorded in Q1 2026.
- For the quarter ending Q1 2026, EBITDA Margin rose 8797.0% year-over-year to 131.48%; the trailing twelve-month figure through Mar 2026 stood at 107.49% (up 559.0% YoY), and the FY2025 full-year result was 90.04%, down 2396.0% from the prior year.
- EBITDA Margin climbed to 131.48% in Q1 2026 per OAK-PA's latest filing, from 104.65% in the prior quarter.
- Across five years, EBITDA Margin topped out at 2860.57% in Q2 2023 and bottomed at 1.54% in Q2 2022.
- Historically, EBITDA Margin has averaged 278.91% across 5 years, with a median of 106.83% in 2024.
- The sharpest annual moves came in 2023 and 2024: EBITDA Margin surged 285903 bps in 2023, then plunged 275191 bps in 2024.
- Over 5 years, EBITDA Margin stood at 46.69% in 2022, then soared by 99 bps to 93.1% in 2023, then increased by 15 bps to 106.83% in 2024, then decreased by 2 bps to 104.65% in 2025, then rose by 26 bps to 131.48% in 2026.
- According to Business Quant data, EBITDA Margin over the past three periods registered 131.48%, 104.65%, and 123.51% for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBITDA Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | Blackstone | 107.26 Bn | 104.75 Bn | - | 58.55% |
| 2 | Kkr | 94.91 Bn | -182.16 Bn | - | 35.61% |
| 3 | Brookfield | 88.30 Bn | 57.51 Bn | 19.38 Bn | 176.87% |
| 4 | Apollo Global Management | 78.20 Bn | 52.83 Bn | 10.54 Bn | 47.97% |
| 5 | Brookfield Asset Management | 78.08 Bn | 76.58 Bn | - | 79.12% |
| 6 | Wheaton Precious Metals | 70.42 Bn | 70.32 Bn | 687.86 Mn | 84.97% |
| 7 | Franco Nevada | 50.91 Bn | 49.37 Bn | 451.00 Mn | 76.73% |
| 8 | Ares Management | 31.30 Bn | 31.30 Bn | - | 34.32% |
| 9 | Carlyle | 16.48 Bn | 15.22 Bn | - | 27.77% |
| 10 | Brookfield Oaktree Holdings | 2.40 Bn | 2.40 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Mar 31, 2026 | 131.48% |
| Dec 31, 2025 | 104.65% |
| Sep 30, 2025 | 123.51% |
| Jun 30, 2025 | 70.11% |
| Mar 31, 2025 | 43.51% |
| Dec 31, 2024 | 106.83% |
| Sep 30, 2024 | 146.10% |
| Jun 30, 2024 | 108.66% |
| Mar 31, 2024 | 105.97% |
| Dec 31, 2023 | 93.10% |
| Sep 30, 2023 | 89.07% |
| Jun 30, 2023 | 2,860.57% |
| Mar 31, 2023 | 184.75% |
| Dec 31, 2022 | 46.69% |
| Sep 30, 2022 | 276.61% |
| Jun 30, 2022 | 1.54% |
| Mar 31, 2022 | 248.31% |
| Dec 31, 2021 | 60.10% |
| Sep 30, 2021 | 102.25% |
| Jun 30, 2021 | 178.74% |