Principal Financial (PFG) EBT (2009 - 2026)
Principal Financial's (PFG) quarterly EBT came in at $496.3 million in Q2 2026, down 1.35% year-over-year from $503.1 million in Q2 2025, and up 3.01% quarter-over-quarter from $481.8 million in Q1 2026.
Analysis
Principal Financial (PFG) EBT (2009 - 2026) Analysis & Trends
Principal Financial (PFG) has reported EBT for 18 consecutive years, with $496.3 million the latest figure, recorded in Q2 2026.
- On a quarterly basis, EBT fell 1.35% year-over-year to $496.3 million in Q2 2026; TTM through Jun 2026 was $1.9 billion, a 37.87% increase from a year earlier, with the FY2025 full-year figure at $1.4 billion, down 25.06% from the prior year.
- EBT was $496.3 million for Q2 2026 at Principal Financial, up from $481.8 million in the prior quarter.
- Over five years, EBT peaked at $4.0 billion in Q2 2022 and troughed at -$1.1 billion in Q4 2023.
- A 5-year average of $611.6 million and a median of $467.7 million in 2023 frame the typical range for EBT.
- Across the five-year window, EBT tumbled 46033.33% in 2023 and jumped 1567.13% in 2026, its largest moves.
- Over 5 years, EBT stood at -$2.4 million in 2022, then plunged by 46033.33% to -$1.1 billion in 2023, then jumped by 200.47% to $1.1 billion in 2024, then tumbled by 42.86% to $635.6 million in 2025, then retreated by 21.92% to $496.3 million in 2026.
- The last three EBT figures came in at $496.3 million (Q2 2026), $481.8 million (Q1 2026), and $635.6 million (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBT (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.98 Bn | 151.11 Bn | - | 2.72 Bn |
| 2 | Spdr Gold Trust | 143.46 Bn | -414.54 Bn | - | -149.76 Mn |
| 3 | Ishares Gold Trust | 30.01 Bn | -30.09 Bn | - | -43.37 Mn |
| 4 | World Gold Trust | 29.01 Bn | -74.06 Bn | - | -7.55 Mn |
| 5 | Principal Financial | 24.83 Bn | -28.13 Bn | 1.91 Bn | 496.30 Mn |
| 6 | iShares Silver Trust | 21.45 Bn | -6.76 Bn | - | -44.44 Mn |
| 7 | Franklin Resources | 17.39 Bn | 13.67 Bn | - | 370.90 Mn |
| 8 | Invesco | 14.41 Bn | 13.50 Bn | 1.79 Bn | 455.40 Mn |
| 9 | Affiliated Managers | 9.35 Bn | 8.94 Bn | - | 307.40 Mn |
| 10 | Voya Financial | 9.32 Bn | 6.97 Bn | 1.34 Bn | 34.00 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 496.30 Mn |
| Mar 31, 2026 | 481.80 Mn |
| Dec 31, 2025 | 635.60 Mn |
| Sep 30, 2025 | 248.40 Mn |
| Jun 30, 2025 | 503.10 Mn |
| Mar 31, 2025 | 28.90 Mn |
| Dec 31, 2024 | 1.11 Bn |
| Sep 30, 2024 | -293.80 Mn |
| Jun 30, 2024 | 443.90 Mn |
| Mar 31, 2024 | 627.10 Mn |
| Dec 31, 2023 | -1.11 Bn |
| Sep 30, 2023 | 1.60 Bn |
| Jun 30, 2023 | 453.60 Mn |
| Mar 31, 2023 | -212.50 Mn |
| Dec 31, 2022 | -2.40 Mn |
| Sep 30, 2022 | 1.64 Bn |
| Jun 30, 2022 | 3.97 Bn |
| Mar 31, 2022 | 378.40 Mn |
| Dec 31, 2021 | 436.30 Mn |
| Sep 30, 2021 | 428.10 Mn |