Principal Financial (PFG) EBT Margin (2009 - 2026)
Principal Financial (PFG) reported EBT Margin of 41.96% for Q1 2026, up 4118.0% year-over-year from 0.99% in Q1 2025, and up 1661.81% quarter-over-quarter from 2.38% in Q4 2025.
Principal Financial (PFG) EBT Margin (2009 - 2026) Analysis & Trends
Principal Financial (PFG) has 18 years of EBT Margin data on file, last reported at 41.96% in Q1 2026.
- EBT Margin for Q1 2026 came in at 41.96%, up 4118.0% year-over-year; the trailing twelve-month figure through Mar 2026 was 8.64% (down 1125.0% YoY), and the FY2025 annual result was 6.66%, down 2092.0% from the prior year.
- EBT Margin advanced to 41.96% in Q1 2026 per PFG's latest filing, from 2.38% in the prior quarter.
- Over five years, EBT Margin peaked at 290.63% in Q2 2022 and troughed at 73.37% in Q4 2023.
- A 5-year average of 30.38% and a median of 13.7% in 2025 frame the typical range for EBT Margin.
- The sharpest annual moves came in 2022 and 2023: EBT Margin soared 25656 bps in 2022, then sank 26024 bps in 2023.
- A 5-year view of EBT Margin shows it stood at 0.15% in 2022, then sank by 48801 bps to 73.37% in 2023, then soared by 66 bps to 24.58% in 2024, then jumped by 110 bps to 2.38% in 2025, then jumped by 1662 bps to 41.96% in 2026.
- Business Quant data shows PFG's EBT Margin at 41.96% in Q1 2026, 2.38% in Q4 2025, and 16.21% in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBT Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 160.20 Bn | 150.57 Bn | - | 42.43% |
| 2 | Blackstone | 96.40 Bn | 95.35 Bn | - | 40.22% |
| 3 | Kkr | 85.87 Bn | 133.39 Bn | - | 10.72% |
| 4 | Apollo Global Management | 79.90 Bn | 98.63 Bn | 5.04 Bn | 5.59% |
| 5 | State Street | 46.62 Bn | 20.95 Bn | - | 25.53% |
| 6 | Ameriprise Financial | 42.78 Bn | 42.65 Bn | 4.57 Bn | 23.41% |
| 7 | Northern Trust | 32.35 Bn | 32.35 Bn | - | 52.23% |
| 8 | Ares Management | 30.25 Bn | 33.62 Bn | - | 22.41% |
| 9 | Raymond James Financial | 30.24 Bn | 18.99 Bn | - | - |
| 10 | Principal Financial | 24.12 Bn | 20.61 Bn | -463.00 Mn | 41.96% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 41.96% |
| Dec 31, 2025 | 2.38% |
| Sep 30, 2025 | 16.21% |
| Jun 30, 2025 | 13.70% |
| Mar 31, 2025 | 0.78% |
| Dec 31, 2024 | -24.58% |
| Sep 30, 2024 | -9.76% |
| Jun 30, 2024 | 10.30% |
| Mar 31, 2024 | 37.23% |
| Dec 31, 2023 | -73.37% |
| Sep 30, 2023 | 110.08% |
| Jun 30, 2023 | 30.39% |
| Mar 31, 2023 | -7.54% |
| Dec 31, 2022 | -0.15% |
| Sep 30, 2022 | 35.47% |
| Jun 30, 2022 | 290.63% |
| Mar 31, 2022 | 42.64% |
| Dec 31, 2021 | 10.25% |
| Sep 30, 2021 | 34.79% |
| Jun 30, 2021 | 34.07% |