Brookfield Oaktree Holdings (OAK-PA) Net Margin (2011 - 2026)
Brookfield Oaktree Holdings' (OAK-PA) quarterly Net Margin came in at 53.78% in Q2 2026, up 4161.0% on a YoY basis from 1.26% in Q2 2025, and up 85.22% quarter-over-quarter from 29.04% in Q1 2026.
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Analysis
Brookfield Oaktree Holdings (OAK-PA) Net Margin (2011 - 2026) Analysis & Trends
Brookfield Oaktree Holdings (OAK-PA) has reported Net Margin for 16 consecutive years, with 53.78% the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Net Margin rose 4161.0% year-over-year to 53.78%; the trailing twelve-month figure through Jun 2026 stood at 48.63% (up 2201.0% YoY), and the FY2025 full-year result was 32.66%, down 336.0% from the prior year.
- Net Margin grew to 53.78% in Q2 2026 per OAK-PA's latest filing, from 29.04% in the prior quarter.
- Across five years, Net Margin topped out at 65.54% in Q1 2023 and bottomed at 305.74% in Q2 2023.
- Historically, Net Margin has averaged 10.84% across 5 years, with a median of 27.62% in 2026.
- The sharpest annual moves came in 2023 and 2024: Net Margin tumbled 28742 bps in 2023, then surged 33023 bps in 2024.
- Over 5 years, Net Margin stood at 19.5% in 2022, then jumped by 102 bps to 39.46% in 2023, then surged by 43 bps to 56.55% in 2024, then advanced by 11 bps to 62.55% in 2025, then decreased by 14 bps to 53.78% in 2026.
- According to Business Quant data, Net Margin over the past three periods registered 53.78%, 29.04%, and 62.55% for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Net Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | Blackstone | 107.26 Bn | 104.75 Bn | - | 46.71% |
| 2 | Kkr | 94.91 Bn | -182.16 Bn | - | 11.53% |
| 3 | Brookfield | 88.30 Bn | 57.51 Bn | 19.38 Bn | 1.88% |
| 4 | Apollo Global Management | 78.20 Bn | 52.83 Bn | 10.54 Bn | 11.98% |
| 5 | Brookfield Asset Management | 78.08 Bn | 76.58 Bn | - | 51.57% |
| 6 | Wheaton Precious Metals | 70.42 Bn | 70.32 Bn | 687.86 Mn | 73.60% |
| 7 | Franco Nevada | 50.91 Bn | 49.37 Bn | 451.00 Mn | 59.89% |
| 8 | Ares Management | 31.30 Bn | 31.30 Bn | - | 8.77% |
| 9 | Carlyle | 16.48 Bn | 15.22 Bn | - | 20.01% |
| 10 | Brookfield Oaktree Holdings | 2.40 Bn | 2.40 Bn | - | 53.78% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 53.78% |
| Mar 31, 2026 | 29.04% |
| Dec 31, 2025 | 62.55% |
| Sep 30, 2025 | 37.23% |
| Jun 30, 2025 | 12.17% |
| Mar 31, 2025 | -8.25% |
| Dec 31, 2024 | 56.55% |
| Sep 30, 2024 | 26.20% |
| Jun 30, 2024 | 24.48% |
| Mar 31, 2024 | 30.12% |
| Dec 31, 2023 | 39.46% |
| Sep 30, 2023 | 22.32% |
| Jun 30, 2023 | -305.74% |
| Mar 31, 2023 | 65.54% |
| Dec 31, 2022 | 19.50% |
| Sep 30, 2022 | 31.28% |
| Jun 30, 2022 | -18.32% |
| Mar 31, 2022 | 17.22% |
| Dec 31, 2021 | 28.36% |
| Sep 30, 2021 | 39.89% |