Principal Financial (PFG) EBT Margin (2009 - 2026)
Principal Financial's (PFG) quarterly EBT Margin came in at 12.71% in 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.
Analysis
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.
- On a quarterly basis, EBT Margin fell 100.0% year-over-year to 12.71% in Q2 2026; TTM through Jun 2026 was 11.87%, a 294.0% increase from a year earlier, with the FY2025 full-year figure at 9.06%, down 265.0% from the prior year.
- EBT Margin was 12.71% for Q2 2026 at Principal Financial, down from 13.65% in the prior quarter.
- Over five years, EBT Margin peaked at 59.58% in Q2 2022 and troughed at 41.15% in Q4 2023.
- A 5-year average of 11.5% and a median of 12.73% in 2023 frame the typical range for EBT Margin.
- Across the five-year window, EBT Margin slumped 4683 bps in 2023 and surged 6456 bps in 2024, its largest moves.
- Over 5 years, EBT Margin stood at 0.08% in 2022, then tumbled by 53920 bps to 41.15% in 2023, then surged by 157 bps to 23.41% in 2024, then slumped by 41 bps to 13.89% in 2025, then fell by 9 bps to 12.71% in 2026.
- The last three EBT Margin figures came in at 12.71% (Q2 2026), 13.65% (Q1 2026), and 13.89% (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBT Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.98 Bn | 151.11 Bn | - | 38.38% |
| 2 | Spdr Gold Trust | 143.46 Bn | -414.54 Bn | - | - |
| 3 | Ishares Gold Trust | 30.01 Bn | -30.09 Bn | - | - |
| 4 | World Gold Trust | 29.01 Bn | -74.06 Bn | - | - |
| 5 | Principal Financial | 24.83 Bn | -28.13 Bn | 1.91 Bn | 12.71% |
| 6 | iShares Silver Trust | 21.45 Bn | -6.76 Bn | - | - |
| 7 | Franklin Resources | 17.39 Bn | 13.67 Bn | - | 15.73% |
| 8 | Invesco | 14.41 Bn | 13.50 Bn | 1.79 Bn | 24.95% |
| 9 | Affiliated Managers | 9.35 Bn | 8.94 Bn | - | 47.98% |
| 10 | Voya Financial | 9.32 Bn | 6.97 Bn | 1.34 Bn | 1.79% |
Historic Data
Download Data
Historic 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% |