Principal Financial (PFG) EBIT Margin (2009 - 2026)
Principal Financial (PFG) posted quarterly EBIT Margin of 33.33% for Q2 2026, up 166.0% year-over-year from 12.53% in Q2 2025, and down 1.9% quarter-over-quarter from 33.97% in Q1 2026.
Principal Financial (PFG) EBIT Margin (2009 - 2026) Analysis & Trends
Principal Financial (PFG) has reported EBIT Margin for 18 consecutive years, with 33.33% the latest figure, recorded in Q2 2026.
- In Q2 2026, EBIT Margin rose 166.0% year-over-year to 33.33%; the TTM figure through Jun 2026 stood at 31.24% (up 71.0% YoY), while the FY2025 annual figure was 30.27%, up 269.0% from the prior year.
- EBIT Margin slipped to 33.33% in Q2 2026 per PFG's latest filing, from 33.97% in the prior quarter.
- Across five years, EBIT Margin topped out at 41.92% in Q4 2023 and bottomed at 12.3% in Q2 2022.
- Historically, EBIT Margin has averaged 29.4% across 5 years, with a median of 31.34% in 2022.
- On a YoY basis, EBIT Margin climbed as much as 1726 bps in 2024 and fell as far as 1828 bps in 2024.
- Principal Financial's EBIT Margin stood at 31.15% in 2022, then jumped by 35 bps to 41.92% in 2023, then sank by 44 bps to 23.64% in 2024, then increased by 11 bps to 26.25% in 2025, then rose by 27 bps to 33.33% in 2026.
- Business Quant data shows PFG's EBIT Margin at 33.33% in Q2 2026, 33.97% in Q1 2026, and 26.25% in Q4 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBIT Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.07 Bn | 165.20 Bn | - | 34.74% |
| 2 | Blackstone | 115.64 Bn | 113.13 Bn | - | 58.55% |
| 3 | Kkr | 98.04 Bn | -179.04 Bn | - | 35.61% |
| 4 | Brookfield | 93.64 Bn | 46.23 Bn | - | - |
| 5 | Brookfield Asset Management | 84.00 Bn | 82.50 Bn | - | 79.12% |
| 6 | Apollo Global Management | 79.05 Bn | 53.68 Bn | 10.54 Bn | 47.97% |
| 7 | Ameriprise Financial | 51.33 Bn | 40.28 Bn | 4.72 Bn | 24.36% |
| 8 | State Street | 51.16 Bn | 51.16 Bn | - | 83.30% |
| 9 | Raymond James Financial | 33.94 Bn | 20.68 Bn | - | 27.14% |
| 10 | Principal Financial | 24.02 Bn | -28.95 Bn | 1.91 Bn | 33.33% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 33.33% |
| Mar 31, 2026 | 33.97% |
| Dec 31, 2025 | 26.25% |
| Sep 30, 2025 | 32.61% |
| Jun 30, 2025 | 31.67% |
| Mar 31, 2025 | 31.54% |
| Dec 31, 2024 | 23.64% |
| Sep 30, 2024 | 38.77% |
| Jun 30, 2024 | 25.19% |
| Mar 31, 2024 | 26.45% |
| Dec 31, 2023 | 41.92% |
| Sep 30, 2023 | 21.51% |
| Jun 30, 2023 | 27.78% |
| Mar 31, 2023 | 35.00% |
| Dec 31, 2022 | 31.15% |
| Sep 30, 2022 | 19.71% |
| Jun 30, 2022 | 12.30% |
| Mar 31, 2022 | 36.36% |
| Dec 31, 2021 | 29.66% |
| Sep 30, 2021 | 31.94% |