Principal Financial (PFG) EBT Margin (2009 - 2026)

Principal Financial's (PFG) quarterly EBT Margin came in at 41.96% in Q1 2026, up 4031.0% year-on-year from 1.02% in Q1 2025, and up 1661.81% on a QoQ basis 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.

  • On a quarterly basis, EBT Margin rose 4031.0% year-over-year to 41.96% in Q1 2026; TTM through Mar 2026 was 8.7%, a 997.0% decrease from a year earlier, with the FY2025 full-year figure at 6.66%, down 2092.0% from the prior year.
  • EBT Margin for Q1 2026 stood at 41.96%, up from 2.38% in the prior quarter.
  • Over the last five years, EBT Margin for PFG reached as high as 110.08% in Q3 2023 and fell as low as 20.79% in Q3 2024.
  • Historically, EBT Margin has averaged 28.07% across 5 years, with a median of 30.39% in 2023.
  • Across the five-year window, EBT Margin soared 7462 bps in 2023 and sank 13088 bps in 2024, its largest moves.
  • Year by year, EBT Margin stood at 0.03% in 2022, then soared by 92550 bps to 24.58% in 2023, then jumped by 148 bps to 60.92% in 2024, then slumped by 96 bps to 2.38% in 2025, then surged by 1662 bps to 41.96% in 2026.
  • Per Business Quant data, the three most recent EBT Margin figures were 41.96% in Q1 2026, 2.38% in Q4 2025, and 6.75% in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) EBT Margin (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn 175.98%
2 BlackRock 161.01 Bn 148.08 Bn - 42.43%
3 Blackstone 97.77 Bn 96.72 Bn - 40.22%
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 130.41%
5 State Street 51.30 Bn 51.30 Bn - 25.53%
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 23.41%
7 Northern Trust 32.93 Bn 32.93 Bn - 52.23%
8 Raymond James Financial 32.59 Bn 17.67 Bn - 19.05%
9 Price T Rowe 24.70 Bn 21.13 Bn - 34.04%
10 Principal Financial 23.31 Bn -27.00 Bn -463.00 Mn 41.96%

Historic Data

Download Data
DateValue
Mar 31, 2026 41.96%
Dec 31, 2025 2.38%
Sep 30, 2025 6.75%
Jun 30, 2025 36.03%
Mar 31, 2025 1.65%
Dec 31, 2024 60.92%
Sep 30, 2024 -20.79%
Jun 30, 2024 23.04%
Mar 31, 2024 37.23%
Dec 31, 2023 24.58%
Sep 30, 2023 110.08%
Jun 30, 2023 30.39%
Mar 31, 2023 -14.67%
Dec 31, 2022 0.03%
Sep 30, 2022 35.47%
Jun 30, 2022 59.58%
Mar 31, 2022 42.64%
Dec 31, 2021 3.93%
Sep 30, 2021 34.79%
Jun 30, 2021 34.07%