Principal Financial (PFG) Return on Sales [ROS] (2009 - 2026)
Principal Financial's Return on Sales [ROS] came in at 18.17% for Q3 2026, up 11.42 percentage points from 6.75% a year earlier and up 5.46 percentage points from the prior quarter.
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Analysis
Principal Financial (PFG) Return on Sales [ROS] (2009 - 2026) Analysis & Trends
Over the trailing twelve months to Sep 30, 2026, Principal Financial reported Return on Sales [ROS] of 14.75%, up 2.77 percentage points year-over-year; for FY2025, it came in at 9.06%, down 2.65 percentage points from FY2024.
- Return on Sales [ROS] carries a five-year change of -2.43 percentage points (FY2020 to FY2025).
- Going back by year, Return on Sales [ROS] was 11.72% in FY2024 (+6.31 pp), 5.41% in FY2023 (-28.73 pp), 34.14% in FY2022 (+20.90 pp) and 13.24% in FY2021 (+1.76 pp).
- The Q3 2026 figure represents the highest quarterly Return on Sales [ROS] since Q4 2024.
- Year-over-year, Return on Sales [ROS] increased in five of the last eight quarters, with an average year-over-year change of +10.44 percentage points.
- The fastest year-over-year change in Return on Sales [ROS] over five years came in Q4 2024 (a gain of 64.56 percentage points), and the weakest in Q2 2023 (a drop of 46.83 percentage points).
- Business Quant data shows PFG's Return on Sales [ROS] at 12.71% (Q2 2026), 13.65% (Q1 2026) and 13.89% (Q4 2025) in the three quarters before Q3 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROS (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 188.98 Bn | 145.51 Bn | - | 30.03% |
| 2 | Spdr Gold Trust | 130.03 Bn | -427.97 Bn | - | - |
| 3 | Brookfield | 104.97 Bn | -79.04 Bn | - | - |
| 4 | Blackstone | 93.15 Bn | 87.36 Bn | - | 54.33% |
| 5 | Kkr | 90.40 Bn | 57.10 Bn | 1.76 Bn | -42.84% |
| 6 | Brookfield Asset Management | 85.45 Bn | 80.34 Bn | - | 443.46% |
| 7 | Apollo Global Management | 72.50 Bn | 89.29 Bn | 4.14 Bn | -29.25% |
| 8 | Wheaton Precious Metals | 62.02 Bn | 62.02 Bn | 538.50 Mn | - |
| 9 | Ares Management | 50.21 Bn | 48.79 Bn | 376.28 Mn | -53.88% |
| 10 | Principal Financial | 24.68 Bn | 2.16 Bn | 2.30 Bn | 18.17% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 18.17% |
| 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% |
API Access
Principal Financial Return on Sales [ROS] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-sales-%5Bros%5D&ticker=PFG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-sales-[ros]", "ticker": "PFG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-sales-%5Bros%5D&ticker=PFG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();