OFS Capital (OFS) Accumulated Expenses (2021 - 2026)

OFS Capital's (OFS) quarterly Accumulated Expenses came in at $2.0 million in Q1 2026, up 19.88% year-on-year from $1.7 million in Q1 2025, and down 10.97% on a QoQ basis from $2.3 million in Q4 2025.

OFS Capital (OFS) Accumulated Expenses (2021 - 2026) Analysis & Trends

OFS Capital (OFS) has 6 years of Accumulated Expenses data on file, last reported at $2.0 million in Q1 2026.

  • On a quarterly basis, Accumulated Expenses rose 19.88% year-over-year to $2.0 million in Q1 2026; TTM through Mar 2026 was $2.0 million, a 19.88% increase from a year earlier, with the FY2025 full-year figure at $2.3 million, down 28.98% from the prior year.
  • Accumulated Expenses for Q1 2026 stood at $2.0 million, down from $2.3 million in the prior quarter.
  • Over the last five years, Accumulated Expenses for OFS reached as high as $3.9 million in Q4 2022 and fell as low as $1.7 million in Q1 2025.
  • Historically, Accumulated Expenses has averaged $2.6 million across 5 years, with a median of $2.3 million in 2025.
  • On a YoY basis, Accumulated Expenses climbed as much as 31.34% in 2025 and fell as far as 28.98% in 2025.
  • Year by year, Accumulated Expenses stood at $3.9 million in 2022, then slipped by 5.95% to $3.7 million in 2023, then fell by 13.93% to $3.2 million in 2024, then declined by 28.98% to $2.3 million in 2025, then fell by 10.97% to $2.0 million in 2026.
  • Per Business Quant data, the three most recent Accumulated Expenses figures were $2.0 million in Q1 2026, $2.3 million in Q4 2025, and $2.3 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn
2 BlackRock 161.01 Bn 148.08 Bn -
3 Blackstone 97.77 Bn 96.72 Bn -
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn
5 State Street 51.30 Bn 51.30 Bn -
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn
7 Northern Trust 32.93 Bn 32.93 Bn -
8 Raymond James Financial 32.59 Bn 17.67 Bn -
9 Price T Rowe 24.70 Bn 21.13 Bn -
10 OFS Capital 44.35 Mn 43.07 Mn -239,000.00

Historic Data

Download Data
DateValue
Mar 31, 2026 2.02 Mn
Dec 31, 2025 2.27 Mn
Sep 30, 2025 2.28 Mn
Jun 30, 2025 3.16 Mn
Mar 31, 2025 1.69 Mn
Dec 31, 2024 3.20 Mn
Sep 30, 2024 1.74 Mn
Jun 30, 2024 3.25 Mn
Mar 31, 2024 1.91 Mn
Dec 31, 2023 3.71 Mn
Sep 30, 2023 1.99 Mn
Jun 30, 2023 3.93 Mn
Mar 31, 2023 2.10 Mn
Dec 31, 2022 3.95 Mn
Sep 30, 2022 2.01 Mn
Dec 31, 2021 3.69 Mn