OFS Capital (OFS) Accumulated Expenses (2021 - 2026)
OFS Capital (OFS) reported Accumulated Expenses of $2.0 million for Q1 2026, up 19.88% year-over-year from $1.7 million in Q1 2025, and down 10.97% quarter-over-quarter 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.
- Accumulated Expenses for Q1 2026 came in at $2.0 million, up 19.88% year-over-year; the trailing twelve-month figure through Mar 2026 was $2.0 million (up 19.88% YoY), and the FY2025 annual result was $2.3 million, down 28.98% from the prior year.
- Accumulated Expenses fell to $2.0 million in Q1 2026 per OFS's latest filing, from $2.3 million in the prior quarter.
- Over five years, Accumulated Expenses peaked at $3.9 million in Q4 2022 and troughed at $1.7 million in Q1 2025.
- A 5-year average of $2.6 million and a median of $2.3 million in 2025 frame the typical range for Accumulated Expenses.
- On a YoY basis, Accumulated Expenses climbed as much as 31.34% in 2025 and fell as far as 28.98% in 2025.
- A 5-year view of Accumulated Expenses shows it stood at $3.9 million in 2022, then fell by 5.95% to $3.7 million in 2023, then slipped by 13.93% to $3.2 million in 2024, then decreased by 28.98% to $2.3 million in 2025, then slipped by 10.97% to $2.0 million in 2026.
- Business Quant data shows OFS's Accumulated Expenses at $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 | BlackRock | 160.20 Bn | 150.57 Bn | - |
| 2 | Blackstone | 96.40 Bn | 95.35 Bn | - |
| 3 | Kkr | 85.87 Bn | 133.39 Bn | - |
| 4 | Apollo Global Management | 79.90 Bn | 98.63 Bn | 5.04 Bn |
| 5 | State Street | 46.62 Bn | 20.95 Bn | - |
| 6 | Ameriprise Financial | 42.78 Bn | 42.65 Bn | 4.57 Bn |
| 7 | Northern Trust | 32.35 Bn | 32.35 Bn | - |
| 8 | Ares Management | 30.25 Bn | 33.62 Bn | - |
| 9 | Raymond James Financial | 30.24 Bn | 18.99 Bn | - |
| 10 | OFS Capital | 50.64 Mn | 48.67 Mn | -239,000.00 |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |