Principal Financial (PFG) Return on Sales [ROS] (2009 - 2026)
Principal Financial's Return on Sales [ROS] came in at -38.30% for Q2 2026, down 1.88 percentage points from -36.41% a year earlier and down 6.30 percentage points from the prior quarter.
Principal Financial (PFG) Return on Sales [ROS] (2009 - 2026) Analysis & Trends
Over the trailing twelve months to Jun 30, 2026, Principal Financial reported Return on Sales [ROS] of -39.80%, up 4.05 percentage points year-over-year; for FY2025, it came in at -45.75%, down 7.41 percentage points from FY2024.
- Return on Sales [ROS] carries a five-year change of -1.06 percentage points (FY2020 to FY2025).
- Going back by year, Return on Sales [ROS] was -38.34% in FY2024 (+13.25 pp), -51.58% in FY2023 (-47.91 pp), -3.67% in FY2022 (+33.39 pp) and -37.06% in FY2021 (+7.63 pp).
- The five-year range for quarterly Return on Sales [ROS] is -132.93% (Q4 2023) to 37.92% (Q2 2022).
- Year-over-year, Return on Sales [ROS] increased in four of the last eight quarters, with an average year-over-year change of +6.28 percentage points.
- The fastest year-over-year change in Return on Sales [ROS] over five years came in Q4 2024 (a gain of 111.16 percentage points), and the weakest in Q2 2023 (a drop of 76.73 percentage points).
- Business Quant data shows PFG's Return on Sales [ROS] at -32.00% (Q1 2026), -41.62% (Q4 2025) and -46.60% (Q3 2025) in the three quarters before Q2 2026.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROS (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.13 Bn | 110.49 Bn | - | 34.74% |
| 2 | Spdr Gold Trust | 133.82 Bn | -424.18 Bn | - | - |
| 3 | Blackstone | 84.08 Bn | 79.01 Bn | - | 58.55% |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn | -53.96% |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - | 36.27% |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - | 79.12% |
| 7 | Apollo Global Management | 65.67 Bn | 3.35 Bn | 10.56 Bn | 16.30% |
| 8 | Wheaton Precious Metals | 61.89 Bn | 57.32 Bn | 687.86 Mn | 71.79% |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn | 76.73% |
| 10 | Principal Financial | 24.03 Bn | 903.68 Mn | 1.91 Bn | -38.30% |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -38.30% |
| Mar 31, 2026 | -32.00% |
| Dec 31, 2025 | -41.62% |
| Sep 30, 2025 | -46.60% |
| Jun 30, 2025 | -36.41% |
| Mar 31, 2025 | -59.28% |
| Dec 31, 2024 | -21.77% |
| Sep 30, 2024 | -68.80% |
| Jun 30, 2024 | -37.90% |
| Mar 31, 2024 | -35.59% |
| Dec 31, 2023 | -132.93% |
| Sep 30, 2023 | -2.30% |
| Jun 30, 2023 | -38.81% |
| Mar 31, 2023 | -70.46% |
| Dec 31, 2022 | -60.25% |
| Sep 30, 2022 | -3.49% |
| Jun 30, 2022 | 37.92% |
| Mar 31, 2022 | -35.93% |
| Dec 31, 2021 | -43.78% |
| Sep 30, 2021 | -39.22% |
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();