Principal Financial (PFG) EBITDA Margin (2009 - 2026)
Principal Financial (PFG) reported EBITDA Margin of 104.43% for Q1 2026, up 7289.0% year-over-year from 1.41% in Q1 2025, and up 851.32% on a QoQ basis from 10.98% in Q4 2025.
Principal Financial (PFG) has 18 years of EBITDA Margin data on file, last reported at 104.43% in Q1 2026.
- Quarterly EBITDA Margin rose 7289.0% year-over-year to 104.43% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 21.43% (down 6302.0% YoY) and the FY2025 annual result came in at 30.27%, down 3468.0% from the prior year.
- EBITDA Margin advanced to 104.43% in Q1 2026 per PFG's latest filing, from 10.98% in the prior quarter.
- Across five years, EBITDA Margin topped out at 126.83% in Q1 2022 and bottomed at 94.71% in Q4 2024.
- The 5-year median for EBITDA Margin is 35.0% (2023), against an average of 37.22%.
- The widest annual swing landed in 2024, when EBITDA Margin tumbled 14915 bps; it then soared 10569 bps in 2025.
- Tracing PFG's EBITDA Margin over 5 years: stood at 61.35% in 2022, then declined by 11 bps to 54.44% in 2023, then tumbled by 274 bps to 94.71% in 2024, then jumped by 112 bps to 10.98% in 2025, then jumped by 851 bps to 104.43% in 2026.
- Per Business Quant, the three latest PFG EBITDA Margin figures stand at 104.43% (Q1 2026), 10.98% (Q4 2025), and 78.32% (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBITDA Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 42.01% |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 44.01% |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 46.06% |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 54.78% |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 1.56% |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 73.37% |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 18.44% |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 170.02% |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 26.04% |
| 10 | Principal Financial | 22.35 Bn | 18.84 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 | 78.32% |
| Jun 30, 2025 | 2.88% |
| Mar 31, 2025 | 31.54% |
| Dec 31, 2024 | -94.71% |
| Sep 30, 2024 | -2.05% |
| Jun 30, 2024 | 2.16% |
| Mar 31, 2024 | 7.82% |
| Dec 31, 2023 | 54.44% |
| Sep 30, 2023 | 67.85% |
| Jun 30, 2023 | 66.20% |
| Mar 31, 2023 | 35.00% |
| Dec 31, 2022 | 61.35% |
| Sep 30, 2022 | 19.71% |
| Jun 30, 2022 | 60.01% |
| Mar 31, 2022 | 126.83% |
| Dec 31, 2021 | 29.66% |
| Sep 30, 2021 | 88.86% |
| Jun 30, 2021 | 82.34% |
| Mar 31, 2021 | 123.11% |
| Dec 31, 2020 | 27.74% |
| Sep 30, 2020 | 77.51% |
| Jun 30, 2020 | 30.33% |
| Mar 31, 2020 | 21.61% |
| Dec 31, 2019 | 24.80% |
| Sep 30, 2019 | 22.35% |
| Jun 30, 2019 | 26.11% |
| Mar 31, 2019 | 25.67% |
| Dec 31, 2018 | 24.36% |
| Sep 30, 2018 | 21.14% |
| Jun 30, 2018 | 27.48% |
| Mar 31, 2018 | 31.29% |
| Dec 31, 2017 | 27.10% |
| Sep 30, 2017 | 18.11% |
| Jun 30, 2017 | 27.26% |
| Mar 31, 2017 | 28.77% |
| Dec 31, 2016 | 25.03% |
| Sep 30, 2016 | 30.38% |
| Jun 30, 2016 | 26.41% |
| Mar 31, 2016 | 25.08% |
| Dec 31, 2015 | 27.96% |
| Sep 30, 2015 | 2.75% |
| Jun 30, 2015 | -2.60% |
| Mar 31, 2015 | 15.30% |
| Dec 31, 2014 | -1.75% |
| Sep 30, 2014 | 1.08% |
| Jun 30, 2014 | 21.43% |
| Mar 31, 2014 | 19.39% |
| Dec 31, 2013 | 30.49% |
| Sep 30, 2013 | 111.59% |
| Jun 30, 2013 | 101.70% |
| Mar 31, 2013 | 36.43% |
| Dec 31, 2012 | 36.82% |
| Sep 30, 2012 | 67.67% |
| Jun 30, 2012 | 37.81% |
| Mar 31, 2012 | 121.33% |
| Dec 31, 2011 | 40.15% |
| Sep 30, 2011 | 38.94% |
| Jun 30, 2011 | 38.04% |
| Mar 31, 2011 | 38.70% |
| Dec 31, 2010 | 36.90% |
| Sep 30, 2010 | 38.47% |
| Jun 30, 2010 | 39.26% |
| Mar 31, 2010 | 38.12% |
| Dec 31, 2009 | 38.47% |
| Sep 30, 2009 | 37.59% |
| Jun 30, 2009 | 39.86% |
| Mar 31, 2009 | 37.86% |