Principal Financial (PFG) EBITDA (2009 - 2026)
Principal Financial (PFG) reported EBITDA of $1.2 billion for Q1 2026, up 2.86% year-over-year from $1.2 billion in Q1 2025, and little changed quarter-over-quarter from $1.2 billion in Q4 2025.
Principal Financial (PFG) EBITDA (2009 - 2026) Analysis & Trends
Principal Financial (PFG) has 18 years of EBITDA data on file, last reported at $1.2 billion in Q1 2026.
- EBITDA for Q1 2026 came in at $1.2 billion, up 2.86% year-over-year; the trailing twelve-month figure through Mar 2026 was $3.7 billion (down 32.4% YoY), and the FY2025 annual result was $4.7 billion, up 6.32% from the prior year.
- EBITDA was little changed at $1.2 billion in Q1 2026 per PFG's latest filing, from $1.2 billion in the prior quarter.
- Over five years, EBITDA peaked at $4.3 billion in Q4 2024 and troughed at -$61.7 million in Q3 2024.
- A 5-year average of $1.0 billion and a median of $988.1 million in 2023 frame the typical range for EBITDA.
- The sharpest annual moves came in 2024 and 2025: EBITDA sank 106.24% in 2024, then jumped 2045.71% in 2025.
- A 5-year view of EBITDA shows it stood at $981.4 million in 2022, then increased by 14.93% to $1.1 billion in 2023, then jumped by 280.0% to $4.3 billion in 2024, then slumped by 71.97% to $1.2 billion in 2025, then slipped by 0.21% to $1.2 billion in 2026.
- Business Quant data shows PFG's EBITDA at $1.2 billion in Q1 2026, $1.2 billion in Q4 2025, and $1.2 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBITDA (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 2.81 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 1.59 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 1.99 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 79.00 Mn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | 2.79 Bn |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 901.00 Mn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 2.28 Bn |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 524.00 Mn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 363.68 Mn |
| 10 | Principal Financial | 23.79 Bn | 20.28 Bn | -463.00 Mn | 1.20 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 1.20 Bn |
| Dec 31, 2025 | 1.20 Bn |
| Sep 30, 2025 | 1.20 Bn |
| Jun 30, 2025 | 105.60 Mn |
| Mar 31, 2025 | 1.17 Bn |
| Dec 31, 2024 | 4.29 Bn |
| Sep 30, 2024 | -61.70 Mn |
| Jun 30, 2024 | 93.20 Mn |
| Mar 31, 2024 | 131.70 Mn |
| Dec 31, 2023 | 1.13 Bn |
| Sep 30, 2023 | 989.20 Mn |
| Jun 30, 2023 | 988.10 Mn |
| Mar 31, 2023 | 986.70 Mn |
| Dec 31, 2022 | 981.40 Mn |
| Sep 30, 2022 | 911.70 Mn |
| Jun 30, 2022 | 819.90 Mn |
| Mar 31, 2022 | 1.13 Bn |
| Dec 31, 2021 | 1.26 Bn |
| Sep 30, 2021 | 1.09 Bn |
| Jun 30, 2021 | 1.05 Bn |