OFS Capital (OFSSH) Equity Average (2021 - 2026)
OFS Capital (OFSSH) reported Equity Average of $116.3 million for Q1 2026, down 30.09% year-over-year from $166.3 million in Q1 2025, and down 10.4% quarter-over-quarter from $129.8 million in Q4 2025.
OFS Capital (OFSSH) Equity Average (2021 - 2026) Analysis & Trends
OFS Capital (OFSSH) has 6 years of Equity Average data on file, last reported at $116.3 million in Q1 2026.
- Equity Average for Q1 2026 came in at $116.3 million, down 30.09% year-over-year; the trailing twelve-month figure through Mar 2026 was $116.3 million (down 30.09% YoY), and the FY2025 annual result was $147.7 million, down 11.61% from the prior year.
- Equity Average fell to $116.3 million in Q1 2026 per OFSSH's latest filing, from $129.8 million in the prior quarter.
- Over five years, Equity Average peaked at $206.1 million in Q1 2022 and troughed at $116.3 million in Q1 2026.
- A 5-year average of $164.8 million and a median of $166.3 million in 2025 frame the typical range for Equity Average.
- The sharpest annual moves came in 2025 and 2026: Equity Average gained 7.15% in 2025, then tumbled 30.09% in 2026.
- A 5-year view of Equity Average shows it stood at $181.2 million in 2022, then decreased by 8.23% to $166.3 million in 2023, then dropped by 2.75% to $161.8 million in 2024, then fell by 19.79% to $129.8 million in 2025, then declined by 10.4% to $116.3 million in 2026.
- Business Quant data shows OFSSH's Equity Average at $116.3 million in Q1 2026, $129.8 million in Q4 2025, and $141.3 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 56.51 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 14.44 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 54.71 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 41.02 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 6.38 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 12.97 Bn |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 6.29 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 6.32 Bn |
| 10 | OFS Capital | - | - | -239,000.00 | 116.26 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 116.26 Mn |
| Dec 31, 2025 | 129.75 Mn |
| Sep 30, 2025 | 141.26 Mn |
| Jun 30, 2025 | 153.29 Mn |
| Mar 31, 2025 | 166.30 Mn |
| Dec 31, 2024 | 161.77 Mn |
| Sep 30, 2024 | 152.74 Mn |
| Jun 30, 2024 | 151.29 Mn |
| Mar 31, 2024 | 155.20 Mn |
| Dec 31, 2023 | 166.34 Mn |
| Sep 30, 2023 | 172.05 Mn |
| Jun 30, 2023 | 176.62 Mn |
| Mar 31, 2023 | 180.12 Mn |
| Dec 31, 2022 | 181.25 Mn |
| Sep 30, 2022 | 188.89 Mn |
| Jun 30, 2022 | 202.05 Mn |
| Mar 31, 2022 | 206.07 Mn |
| Dec 31, 2021 | 196.86 Mn |