Principal Financial (PFG) EBITDA Margin (2009 - 2026)
Principal Financial's (PFG) quarterly EBITDA Margin came in at 33.33% in 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.
Analysis
Principal Financial (PFG) EBITDA Margin (2009 - 2026) Analysis & Trends
Principal Financial (PFG) has reported EBITDA Margin for 18 consecutive years, with 33.33% the latest figure, recorded in Q2 2026.
- On a quarterly basis, EBITDA Margin rose 166.0% year-over-year to 33.33% in Q2 2026; TTM through Jun 2026 was 31.24%, a 71.0% increase from a year earlier, with the FY2025 full-year figure at 30.27%, up 269.0% from the prior year.
- EBITDA Margin was 33.33% for Q2 2026 at Principal Financial, down from 33.97% in the prior quarter.
- Over five years, EBITDA Margin peaked at 41.92% in Q4 2023 and troughed at 12.3% in Q2 2022.
- A 5-year average of 29.4% and a median of 31.34% in 2022 frame the typical range for EBITDA Margin.
- The widest YoY moves for EBITDA Margin: up 1726 bps in 2024, down 1828 bps in 2024.
- Over 5 years, EBITDA Margin stood at 31.15% in 2022, then surged by 35 bps to 41.92% in 2023, then sank by 44 bps to 23.64% in 2024, then climbed by 11 bps to 26.25% in 2025, then grew by 27 bps to 33.33% in 2026.
- The last three EBITDA Margin figures came in at 33.33% (Q2 2026), 33.97% (Q1 2026), and 26.25% (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBITDA Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 166.12 Bn | 152.25 Bn | - | 34.74% |
| 2 | Spdr Gold Trust | 144.77 Bn | -413.24 Bn | - | - |
| 3 | Ishares Gold Trust | 30.27 Bn | -29.83 Bn | - | - |
| 4 | World Gold Trust | 29.27 Bn | -73.80 Bn | - | - |
| 5 | Principal Financial | 24.72 Bn | -28.24 Bn | 1.91 Bn | 33.33% |
| 6 | iShares Silver Trust | 21.67 Bn | -6.54 Bn | - | - |
| 7 | Franklin Resources | 17.46 Bn | 13.74 Bn | - | 9.15% |
| 8 | Invesco | 14.54 Bn | 13.62 Bn | 1.79 Bn | 19.95% |
| 9 | Affiliated Managers | 9.45 Bn | 9.04 Bn | - | 54.30% |
| 10 | Voya Financial | 9.34 Bn | 6.98 Bn | 1.34 Bn | 28.32% |
Historic Data
Download Data
Historic 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% |