PhenixFIN (PFX) EBITDA Margin (2023 - 2026)
PhenixFIN (PFX) reported EBITDA Margin of 103.04% for Q1 2026, up 7037.0% year-over-year from 1.44% in Q1 2025, and down 59.37% quarter-over-quarter from 253.6% in Q4 2025.
PhenixFIN (PFX) EBITDA Margin (2023 - 2026) Analysis & Trends
PhenixFIN (PFX) has 4 years of EBITDA Margin data on file, last reported at 103.04% in Q1 2026.
- EBITDA Margin for Q1 2026 came in at 103.04%, up 7037.0% year-over-year; the trailing twelve-month figure through Mar 2026 was 116.54% (up 5662.0% YoY), and the FY2025 annual result was 42.17%, down 410.0% from the prior year.
- EBITDA Margin fell to 103.04% in Q1 2026 per PFX's latest filing, from 253.6% in the prior quarter.
- Over five years, EBITDA Margin peaked at 18537.3% in Q2 2024 and troughed at 13.55% in Q3 2023.
- A 4-year average of 1612.77% and a median of 56.81% in 2024 frame the typical range for EBITDA Margin.
- The sharpest annual moves came in 2024 and 2025: EBITDA Margin jumped 1851211 bps in 2024, then plunged 1834690 bps in 2025.
- A 4-year view of EBITDA Margin shows it stood at 63.71% in 2023, then fell by 10 bps to 57.55% in 2024, then jumped by 341 bps to 253.6% in 2025, then tumbled by 59 bps to 103.04% in 2026.
- Business Quant data shows PFX's EBITDA Margin at 103.04% in Q1 2026, 253.6% in Q4 2025, and 56.08% in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBITDA Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 160.20 Bn | 150.57 Bn | - | 42.01% |
| 2 | Blackstone | 96.40 Bn | 95.35 Bn | - | 44.01% |
| 3 | Kkr | 85.87 Bn | 133.39 Bn | - | 46.06% |
| 4 | Apollo Global Management | 79.90 Bn | 98.63 Bn | 5.04 Bn | 1.56% |
| 5 | State Street | 46.62 Bn | 20.95 Bn | - | 73.37% |
| 6 | Ameriprise Financial | 42.78 Bn | 42.65 Bn | 4.57 Bn | 18.44% |
| 7 | Northern Trust | 32.35 Bn | 32.35 Bn | - | 170.02% |
| 8 | Ares Management | 30.25 Bn | 33.62 Bn | - | 26.04% |
| 9 | Raymond James Financial | 30.24 Bn | 18.99 Bn | - | 12.29% |
| 10 | PhenixFIN | 85.26 Mn | 82.18 Mn | - | 103.04% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 103.04% |
| Dec 31, 2025 | 253.60% |
| Sep 30, 2025 | 56.08% |
| Jun 30, 2025 | 190.40% |
| Mar 31, 2025 | 32.66% |
| Dec 31, 2024 | 57.55% |
| Sep 30, 2024 | 18.03% |
| Jun 30, 2024 | 18,537.30% |
| Mar 31, 2024 | 29.28% |
| Dec 31, 2023 | 63.71% |
| Sep 30, 2023 | -13.55% |
| Jun 30, 2023 | 25.19% |