Brookfield Oaktree Holdings (OAK-PA) FCF Margin (2011 - 2026)
Brookfield Oaktree Holdings' (OAK-PA) quarterly FCF Margin came in at 53.08% in Q2 2026, down 16360.0% on a YoY basis from N/an in Q2 2025, and up 127.84% quarter-over-quarter from 190.65% in Q1 2026.
Analysis
Brookfield Oaktree Holdings (OAK-PA) FCF Margin (2011 - 2026) Analysis & Trends
Brookfield Oaktree Holdings (OAK-PA) has reported FCF Margin for 16 consecutive years, with 53.08% the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, FCF Margin fell 16360.0% year-over-year to 53.08%; the trailing twelve-month figure through Jun 2026 stood at 37.8% (down 15997.0% YoY), and the FY2025 full-year result was 69.31%, up 13855.0% from the prior year.
- FCF Margin rose to 53.08% in Q2 2026 per OAK-PA's latest filing, from 190.65% in the prior quarter.
- Across five years, FCF Margin topped out at 216.69% in Q2 2025 and bottomed at 10294.21% in Q2 2023.
- Historically, FCF Margin has averaged 725.67% across 5 years, with a median of 63.91% in 2022.
- The sharpest annual moves came in 2023 and 2024: FCF Margin tumbled 1007506 bps in 2023, then soared 994973 bps in 2024.
- Over 5 years, FCF Margin stood at 34.89% in 2022, then tumbled by 267 bps to 128.08% in 2023, then soared by 90 bps to 13.2% in 2024, then sank by 116 bps to 28.53% in 2025, then jumped by 286 bps to 53.08% in 2026.
- According to Business Quant data, FCF Margin over the past three periods registered 53.08%, 190.65%, and 28.53% for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | FCF Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | Blackstone | 107.26 Bn | 104.75 Bn | - | 37.86% |
| 2 | Kkr | 94.91 Bn | -182.16 Bn | - | 55.96% |
| 3 | Brookfield | 88.30 Bn | 57.51 Bn | 19.38 Bn | - |
| 4 | Apollo Global Management | 78.20 Bn | 52.83 Bn | 10.54 Bn | 25.83% |
| 5 | Brookfield Asset Management | 78.08 Bn | 76.58 Bn | - | 30.52% |
| 6 | Wheaton Precious Metals | 70.42 Bn | 70.32 Bn | 687.86 Mn | 69.90% |
| 7 | Franco Nevada | 50.91 Bn | 49.37 Bn | 451.00 Mn | 83.08% |
| 8 | Ares Management | 31.30 Bn | 31.30 Bn | - | -26.91% |
| 9 | Carlyle | 16.48 Bn | 15.22 Bn | - | -2.89% |
| 10 | Brookfield Oaktree Holdings | 2.40 Bn | 2.40 Bn | - | 53.08% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 53.08% |
| Mar 31, 2026 | -190.65% |
| Dec 31, 2025 | -28.53% |
| Sep 30, 2025 | 2.28% |
| Jun 30, 2025 | 216.69% |
| Mar 31, 2025 | 193.62% |
| Dec 31, 2024 | -13.20% |
| Sep 30, 2024 | 187.16% |
| Jun 30, 2024 | -344.48% |
| Mar 31, 2024 | -92.93% |
| Dec 31, 2023 | -128.08% |
| Sep 30, 2023 | 72.15% |
| Jun 30, 2023 | -10,294.21% |
| Mar 31, 2023 | -263.55% |
| Dec 31, 2022 | -34.89% |
| Sep 30, 2022 | -1,063.84% |
| Jun 30, 2022 | -219.15% |
| Mar 31, 2022 | -1,113.59% |
| Dec 31, 2021 | -236.75% |
| Sep 30, 2021 | -364.25% |