Principal Financial (PFG) EBITDA Margin (2009 - 2026)
Principal Financial's (PFG) quarterly EBITDA Margin came in at 104.43% in Q1 2026, up 3787.0% year-on-year from 2.69% in Q1 2025, and up 851.32% on a QoQ basis from 10.98% in Q4 2025.
Principal Financial (PFG) EBITDA Margin (2009 - 2026) Analysis & Trends
Principal Financial (PFG) has 18 years of EBITDA Margin data on file, last reported at 104.43% in Q1 2026.
- On a quarterly basis, EBITDA Margin rose 3787.0% year-over-year to 104.43% in Q1 2026; TTM through Mar 2026 was 27.74%, a 3793.0% decrease from a year earlier, with the FY2025 full-year figure at 30.27%, down 3468.0% from the prior year.
- EBITDA Margin for Q1 2026 stood at 104.43%, up from 10.98% in the prior quarter.
- Over the last five years, EBITDA Margin for PFG reached as high as 126.83% in Q1 2022 and fell as low as 25.04% in Q4 2023.
- Historically, EBITDA Margin has averaged 52.18% across 5 years, with a median of 63.65% in 2024.
- Across the five-year window, EBITDA Margin sank 7004 bps in 2022 and soared 8656 bps in 2024, its largest moves.
- Year by year, EBITDA Margin stood at 10.85% in 2022, then sank by 131 bps to 25.04% in 2023, then surged by 346 bps to 61.51% in 2024, then tumbled by 82 bps to 10.98% in 2025, then soared by 851 bps to 104.43% in 2026.
- Per Business Quant data, the three most recent EBITDA Margin figures were 104.43% in Q1 2026, 10.98% in Q4 2025, and 32.61% in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBITDA Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | 175.98% |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 42.01% |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 44.01% |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 24.88% |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 72.52% |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 18.44% |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | 170.02% |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 31.56% |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 36.65% |
| 10 | Principal Financial | 23.31 Bn | -27.00 Bn | -463.00 Mn | 104.43% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 104.43% |
| Dec 31, 2025 | 10.98% |
| Sep 30, 2025 | 32.61% |
| Jun 30, 2025 | 83.27% |
| Mar 31, 2025 | 66.56% |
| Dec 31, 2024 | 61.51% |
| Sep 30, 2024 | 82.64% |
| Jun 30, 2024 | 56.37% |
| Mar 31, 2024 | 63.65% |
| Dec 31, 2023 | -25.04% |
| Sep 30, 2023 | 67.85% |
| Jun 30, 2023 | 66.20% |
| Mar 31, 2023 | 68.11% |
| Dec 31, 2022 | -10.85% |
| Sep 30, 2022 | 19.71% |
| Jun 30, 2022 | 12.30% |
| Mar 31, 2022 | 126.83% |
| Dec 31, 2021 | 11.38% |
| Sep 30, 2021 | 88.86% |
| Jun 30, 2021 | 82.34% |