Principal Financial (PFG) EBITDA (2009 - 2026)
Principal Financial's (PFG) quarterly EBITDA came in at $1.3 billion in Q2 2026, up 11.95% year-over-year from $1.2 billion in Q2 2025, and up 8.57% quarter-over-quarter from $1.2 billion in Q1 2026.
Analysis
Principal Financial (PFG) EBITDA (2009 - 2026) Analysis & Trends
Principal Financial (PFG) has reported EBITDA for 18 consecutive years, with $1.3 billion the latest figure, recorded in Q2 2026.
- On a quarterly basis, EBITDA rose 11.95% year-over-year to $1.3 billion in Q2 2026; TTM through Jun 2026 was $4.9 billion, a 6.13% increase from a year earlier, with the FY2025 full-year figure at $4.7 billion, up 6.32% from the prior year.
- EBITDA was $1.3 billion for Q2 2026 at Principal Financial, up from $1.2 billion in the prior quarter.
- Over five years, EBITDA peaked at $1.3 billion in Q2 2026 and troughed at $819.9 million in Q2 2022.
- A 5-year average of $1.1 billion and a median of $1.1 billion in 2022 frame the typical range for EBITDA.
- Across the five-year window, EBITDA declined 22.27% in 2022 and gained 20.51% in 2023, its largest moves.
- Over 5 years, EBITDA stood at $981.4 million in 2022, then grew by 14.93% to $1.1 billion in 2023, then declined by 0.41% to $1.1 billion in 2024, then advanced by 6.96% to $1.2 billion in 2025, then increased by 8.35% to $1.3 billion in 2026.
- The last three EBITDA figures came in at $1.3 billion (Q2 2026), $1.2 billion (Q1 2026), and $1.2 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBITDA (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 165.14 Bn | 151.27 Bn | - | 2.46 Bn |
| 2 | Spdr Gold Trust | 143.48 Bn | -414.52 Bn | - | -149.76 Mn |
| 3 | Ishares Gold Trust | 30.01 Bn | -30.09 Bn | - | -43.37 Mn |
| 4 | World Gold Trust | 29.02 Bn | -74.05 Bn | - | -7.55 Mn |
| 5 | Principal Financial | 24.81 Bn | -28.16 Bn | 1.91 Bn | 1.30 Bn |
| 6 | iShares Silver Trust | 21.46 Bn | -6.75 Bn | - | -44.44 Mn |
| 7 | Franklin Resources | 17.45 Bn | 13.73 Bn | - | 215.80 Mn |
| 8 | Invesco | 14.51 Bn | 13.60 Bn | 1.79 Bn | 364.20 Mn |
| 9 | Affiliated Managers | 9.39 Bn | 8.98 Bn | - | 347.90 Mn |
| 10 | Voya Financial | 9.36 Bn | 7.01 Bn | 1.34 Bn | 537.00 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.30 Bn |
| Mar 31, 2026 | 1.20 Bn |
| Dec 31, 2025 | 1.20 Bn |
| Sep 30, 2025 | 1.20 Bn |
| Jun 30, 2025 | 1.16 Bn |
| Mar 31, 2025 | 1.17 Bn |
| Dec 31, 2024 | 1.12 Bn |
| Sep 30, 2024 | 1.17 Bn |
| Jun 30, 2024 | 1.09 Bn |
| Mar 31, 2024 | 1.07 Bn |
| 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 |