OFS Capital (OFS) Assets Average (2022 - 2026)
OFS Capital (OFS) posted quarterly Assets Average of $310.1 million for Q2 2026, down 23.19% year-over-year from $403.7 million in Q2 2025, and down 6.38% on a QoQ basis from $331.2 million in Q1 2026.
OFS Capital (OFS) Assets Average (2022 - 2026) Analysis & Trends
OFS Capital has reported Assets Average for 5 years, with the latest figure at $310.1 million in Q2 2026.
- Assets Average for Q2 2026 came in at $310.1 million, down 23.19% year-over-year; the trailing twelve-month figure through Jun 2026 was $310.1 million (down 23.19% YoY), and the FY2025 annual result was $387.4 million, down 13.71% from the prior year.
- Assets Average slipped to $310.1 million in Q2 2026, from $331.2 million in the prior quarter.
- Over five years, Assets Average peaked at $529.5 million in Q4 2022 and troughed at $310.1 million in Q2 2026.
- A 5-year average of $428.2 million and a median of $420.0 million in 2025 frame the typical range for Assets Average.
- The widest annual swing landed in 2025, when Assets Average dropped 1.34%; it then retreated 23.19% in 2026.
- A 5-year view of Assets Average shows it stood at $529.5 million in 2022, then decreased by 10.59% to $473.4 million in 2023, then decreased by 10.58% to $423.3 million in 2024, then slipped by 14.39% to $362.4 million in 2025, then decreased by 14.45% to $310.1 million in 2026.
- Per Business Quant data, the three most recent Assets Average figures were $310.1 million in Q2 2026, $331.2 million in Q1 2026, and $362.4 million in Q4 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.19 Bn | 165.32 Bn | - | 173.06 Bn |
| 2 | Blackstone | 114.79 Bn | 112.28 Bn | - | 49.11 Bn |
| 3 | Kkr | 96.76 Bn | -180.31 Bn | - | - |
| 4 | Brookfield | 93.12 Bn | 45.72 Bn | - | - |
| 5 | Brookfield Asset Management | 83.31 Bn | 81.81 Bn | - | 19.01 Bn |
| 6 | Apollo Global Management | 78.28 Bn | 52.91 Bn | 10.54 Bn | 480.79 Bn |
| 7 | State Street | 51.54 Bn | 51.54 Bn | - | 405.27 Bn |
| 8 | Ameriprise Financial | 51.19 Bn | 40.15 Bn | 4.72 Bn | 191.16 Bn |
| 9 | Raymond James Financial | 34.05 Bn | 20.80 Bn | - | 93.09 Bn |
| 10 | OFS Capital | 47.97 Mn | 43.98 Mn | 6.59 Mn | 310.07 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 310.07 Mn |
| Mar 31, 2026 | 331.19 Mn |
| Dec 31, 2025 | 362.43 Mn |
| Sep 30, 2025 | 386.80 Mn |
| Jun 30, 2025 | 403.70 Mn |
| Mar 31, 2025 | 420.04 Mn |
| Dec 31, 2024 | 423.33 Mn |
| Sep 30, 2024 | 413.21 Mn |
| Jun 30, 2024 | 409.17 Mn |
| Mar 31, 2024 | 440.14 Mn |
| Dec 31, 2023 | 473.40 Mn |
| Sep 30, 2023 | 491.44 Mn |
| Jun 30, 2023 | 510.69 Mn |
| Mar 31, 2023 | 518.10 Mn |
| Dec 31, 2022 | 529.48 Mn |