Principal Financial (PFG) EBT Margin (2009 - 2026)
Principal Financial (PFG) posted quarterly EBT Margin of 12.71% for Q2 2026, down 100.0% year-over-year from inf% in Q2 2025, and down 6.93% quarter-over-quarter from 13.65% in Q1 2026.
Principal Financial (PFG) EBT Margin (2009 - 2026) Analysis & Trends
Principal Financial (PFG) has reported EBT Margin for 18 consecutive years, with 12.71% the latest figure, recorded in Q2 2026.
- In Q2 2026, EBT Margin fell 100.0% year-over-year to 12.71%; the TTM figure through Jun 2026 stood at 11.87% (up 294.0% YoY), while the FY2025 annual figure was 9.06%, down 265.0% from the prior year.
- EBT Margin slipped to 12.71% in Q2 2026 per PFG's latest filing, from 13.65% in the prior quarter.
- Across five years, EBT Margin topped out at 59.58% in Q2 2022 and bottomed at 41.15% in Q4 2023.
- Historically, EBT Margin has averaged 11.5% across 5 years, with a median of 12.73% in 2023.
- Annual changes were most pronounced in 2023 — EBT Margin sank 4683 bps — and 2024, when it soared 6456 bps.
- Principal Financial's EBT Margin stood at 0.08% in 2022, then tumbled by 53920 bps to 41.15% in 2023, then jumped by 157 bps to 23.41% in 2024, then slumped by 41 bps to 13.89% in 2025, then decreased by 9 bps to 12.71% in 2026.
- Business Quant data shows PFG's EBT Margin at 12.71% in Q2 2026, 13.65% in Q1 2026, and 13.89% in Q4 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBT Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 178.95 Bn | 165.08 Bn | - | 38.38% |
| 2 | Blackstone | 114.66 Bn | 112.15 Bn | - | 55.68% |
| 3 | Kkr | 97.14 Bn | -179.93 Bn | - | 24.00% |
| 4 | Brookfield | 93.31 Bn | 45.91 Bn | - | - |
| 5 | Brookfield Asset Management | 83.62 Bn | 82.12 Bn | - | 76.10% |
| 6 | Apollo Global Management | 78.53 Bn | 53.15 Bn | 10.54 Bn | 22.28% |
| 7 | State Street | 51.32 Bn | 51.32 Bn | - | 34.31% |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | 28.77% |
| 9 | Raymond James Financial | 33.93 Bn | 20.67 Bn | - | 17.19% |
| 10 | Principal Financial | 23.88 Bn | -29.09 Bn | 1.91 Bn | 12.71% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 12.71% |
| Mar 31, 2026 | 13.65% |
| Dec 31, 2025 | 13.89% |
| Sep 30, 2025 | 6.75% |
| Jun 30, 2025 | 13.70% |
| Mar 31, 2025 | 0.78% |
| Dec 31, 2024 | 23.41% |
| Sep 30, 2024 | -9.76% |
| Jun 30, 2024 | 10.30% |
| Mar 31, 2024 | 15.47% |
| Dec 31, 2023 | -41.15% |
| Sep 30, 2023 | 34.90% |
| Jun 30, 2023 | 12.75% |
| Mar 31, 2023 | -7.54% |
| Dec 31, 2022 | -0.08% |
| Sep 30, 2022 | 35.47% |
| Jun 30, 2022 | 59.58% |
| Mar 31, 2022 | 12.22% |
| Dec 31, 2021 | 10.25% |
| Sep 30, 2021 | 12.50% |