Brookfield Oaktree Holdings (OAK-PA) Equity Income (2011 - 2026)
Brookfield Oaktree Holdings' (OAK-PA) quarterly Equity Income came in at $20.6 million in Q2 2026, up 136.6% on a YoY basis from $8.7 million in Q2 2025, and up 30.03% quarter-over-quarter from $15.8 million in Q1 2026.
Analysis
Brookfield Oaktree Holdings (OAK-PA) Equity Income (2011 - 2026) Analysis & Trends
Brookfield Oaktree Holdings (OAK-PA) has reported Equity Income for 12 consecutive years, with $20.6 million the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Equity Income rose 136.6% year-over-year to $20.6 million; the trailing twelve-month figure through Jun 2026 stood at $196.2 million (up 285.66% YoY), and the FY2025 full-year result was $193.0 million, down 93.99% from the prior year.
- Equity Income grew to $20.6 million in Q2 2026 per OAK-PA's latest filing, from $15.8 million in the prior quarter.
- Across five years, Equity Income topped out at $2.5 billion in Q4 2022 and bottomed at -$359.4 million in Q2 2022.
- Historically, Equity Income has averaged $517.8 million across 5 years, with a median of $50.2 million in 2024.
- The sharpest annual moves came in 2022 and 2024: Equity Income slumped 111.74% in 2022, then soared 6701.27% in 2024.
- Over 5 years, Equity Income stood at $2.5 billion in 2022, then slumped by 38.59% to $1.5 billion in 2023, then sank by 100.71% to -$10.8 million in 2024, then soared by 1024.51% to $99.7 million in 2025, then tumbled by 79.34% to $20.6 million in 2026.
- According to Business Quant data, Equity Income over the past three periods registered $20.6 million, $15.8 million, and $99.7 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Income (Qtr) |
|---|---|---|---|---|---|
| 1 | Blackstone | 107.26 Bn | 104.75 Bn | - | - |
| 2 | Kkr | 94.91 Bn | -182.16 Bn | - | - |
| 3 | Brookfield | 88.30 Bn | 57.51 Bn | 19.38 Bn | 723.00 Mn |
| 4 | Apollo Global Management | 78.20 Bn | 52.83 Bn | 10.54 Bn | - |
| 5 | Brookfield Asset Management | 78.08 Bn | 76.58 Bn | - | 199.00 Mn |
| 6 | Wheaton Precious Metals | 70.42 Bn | 70.32 Bn | 687.86 Mn | - |
| 7 | Franco Nevada | 50.91 Bn | 49.37 Bn | 451.00 Mn | - |
| 8 | Ares Management | 31.30 Bn | 31.30 Bn | - | - |
| 9 | Carlyle | 16.48 Bn | 15.22 Bn | - | - |
| 10 | Brookfield Oaktree Holdings | 2.40 Bn | 2.40 Bn | - | 20.59 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 20.59 Mn |
| Mar 31, 2026 | 15.84 Mn |
| Dec 31, 2025 | 99.67 Mn |
| Sep 30, 2025 | 60.08 Mn |
| Jun 30, 2025 | 8.70 Mn |
| Mar 31, 2025 | 12.62 Mn |
| Dec 31, 2024 | -10.78 Mn |
| Sep 30, 2024 | 40.32 Mn |
| Jun 30, 2024 | 1.45 Bn |
| Mar 31, 2024 | 1.78 Bn |
| Dec 31, 2023 | 1.52 Bn |
| Sep 30, 2023 | 797.54 Mn |
| Jun 30, 2023 | 256.99 Mn |
| Mar 31, 2023 | 26.12 Mn |
| Dec 31, 2022 | 2.47 Bn |
| Sep 30, 2022 | 1.13 Bn |
| Jun 30, 2022 | -359.43 Mn |
| Mar 31, 2022 | 14.25 Mn |
| Dec 31, 2021 | -9.06 Bn |
| Sep 30, 2021 | 1.69 Bn |