Brookfield Oaktree Holdings (OAK-PA) EBT Margin (2011 - 2026)
Brookfield Oaktree Holdings' (OAK-PA) quarterly EBT Margin came in at 114.02% in Q1 2026, up 9430.0% on a YoY basis from 1.2% in Q1 2025, and up 17.53% quarter-over-quarter from 97.02% in Q4 2025.
Analysis
Brookfield Oaktree Holdings (OAK-PA) EBT Margin (2011 - 2026) Analysis & Trends
Brookfield Oaktree Holdings (OAK-PA) has reported EBT Margin for 16 consecutive years, with 114.02% the latest figure, recorded in Q1 2026.
- For the quarter ending Q1 2026, EBT Margin rose 9430.0% year-over-year to 114.02%; the trailing twelve-month figure through Mar 2026 stood at 96.06% (up 1092.0% YoY), and the FY2025 full-year result was 76.99%, down 2418.0% from the prior year.
- EBT Margin advanced to 114.02% in Q1 2026 per OAK-PA's latest filing, from 97.02% in the prior quarter.
- Across five years, EBT Margin topped out at 2273.65% in Q2 2023 and bottomed at 48.08% in Q2 2022.
- Historically, EBT Margin has averaged 220.2% across 5 years, with a median of 97.02% in 2025.
- The sharpest annual moves came in 2023 and 2024: EBT Margin jumped 232173 bps in 2023, then plunged 218365 bps in 2024.
- Over 5 years, EBT Margin stood at 37.72% in 2022, then surged by 135 bps to 88.56% in 2023, then gained by 7 bps to 94.97% in 2024, then advanced by 2 bps to 97.02% in 2025, then grew by 18 bps to 114.02% in 2026.
- According to Business Quant data, EBT Margin over the past three periods registered 114.02%, 97.02%, and 112.97% for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBT Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | Blackstone | 107.26 Bn | 104.75 Bn | - | 55.68% |
| 2 | Kkr | 94.91 Bn | -182.16 Bn | - | 24.00% |
| 3 | Brookfield | 88.30 Bn | 57.51 Bn | 19.38 Bn | 177.84% |
| 4 | Apollo Global Management | 78.20 Bn | 52.83 Bn | 10.54 Bn | 22.28% |
| 5 | Brookfield Asset Management | 78.08 Bn | 76.58 Bn | - | 76.10% |
| 6 | Wheaton Precious Metals | 70.42 Bn | 70.32 Bn | 687.86 Mn | 84.55% |
| 7 | Franco Nevada | 50.91 Bn | 49.37 Bn | 451.00 Mn | 77.95% |
| 8 | Ares Management | 31.30 Bn | 31.30 Bn | - | 27.02% |
| 9 | Carlyle | 16.48 Bn | 15.22 Bn | - | 24.37% |
| 10 | Brookfield Oaktree Holdings | 2.40 Bn | 2.40 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Mar 31, 2026 | 114.02% |
| Dec 31, 2025 | 97.02% |
| Sep 30, 2025 | 112.97% |
| Jun 30, 2025 | 55.07% |
| Mar 31, 2025 | 19.72% |
| Dec 31, 2024 | 94.97% |
| Sep 30, 2024 | 130.69% |
| Jun 30, 2024 | 90.00% |
| Mar 31, 2024 | 97.25% |
| Dec 31, 2023 | 88.56% |
| Sep 30, 2023 | 83.81% |
| Jun 30, 2023 | 2,273.65% |
| Mar 31, 2023 | 156.89% |
| Dec 31, 2022 | 37.72% |
| Sep 30, 2022 | 152.94% |
| Jun 30, 2022 | -48.08% |
| Mar 31, 2022 | 186.13% |
| Dec 31, 2021 | 51.12% |
| Sep 30, 2021 | 87.67% |
| Jun 30, 2021 | 150.00% |