PhenixFIN PFX
NASDAQ PFX
$51.22 +1.10 (+2.19%)
As of: Aug 21, 2026 · 3:40 PM EDT

PhenixFIN (PFX) EBITDA Margin (2023 - 2026)

PhenixFIN (PFX) posted quarterly EBITDA Margin of 103.04% for Q1 2026, down 5108.0% year-over-year from 2.06% 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 reported EBITDA Margin for 4 consecutive years, with 103.04% the latest figure, recorded in Q1 2026.

  • In Q1 2026, EBITDA Margin fell 5108.0% year-over-year to 103.04%; the TTM figure through Mar 2026 stood at 91.11% (up 18062.0% YoY), while the FY2025 annual figure was 209.62%, down 42761.0% from the prior year.
  • EBITDA Margin eased to 103.04% in Q1 2026 per PFX's latest filing, from 253.6% in the prior quarter.
  • Across five years, EBITDA Margin topped out at 18537.3% in Q2 2024 and bottomed at 29.08% in Q3 2023.
  • Historically, EBITDA Margin has averaged 1696.4% across 4 years, with a median of 174.21% in 2024.
  • Annual changes were most pronounced in 2024 — EBITDA Margin jumped 1851211 bps — and 2025, when it sank 1850650 bps.
  • PhenixFIN's EBITDA Margin stood at 597.02% in 2023, then plunged by 54 bps to 276.35% in 2024, then dropped by 8 bps to 253.6% in 2025, then plunged 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 221.1% in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) EBITDA Margin (Qtr)
1 BlackRock 179.60 Bn 165.73 Bn - 34.74%
2 Blackstone 114.83 Bn 112.32 Bn - 58.55%
3 Kkr 97.32 Bn -179.75 Bn - 35.61%
4 Brookfield 93.16 Bn 45.75 Bn - -
5 Brookfield Asset Management 83.35 Bn 81.84 Bn - 79.12%
6 Apollo Global Management 78.49 Bn 53.12 Bn 10.54 Bn 47.97%
7 State Street 51.55 Bn 51.55 Bn - 83.30%
8 Ameriprise Financial 51.18 Bn 40.14 Bn 4.72 Bn 24.36%
9 Raymond James Financial 34.04 Bn 20.79 Bn - 27.14%
10 PhenixFIN 98.99 Mn -204.83 Mn - 85.14%

Historic Data

Download Data
DateValue
Jun 30, 2026 85.14%
Mar 31, 2026 103.04%
Dec 31, 2025 253.60%
Sep 30, 2025 221.10%
Jun 30, 2025 30.79%
Mar 31, 2025 154.11%
Dec 31, 2024 276.35%
Sep 30, 2024 -6.90%
Jun 30, 2024 18,537.30%
Mar 31, 2024 194.31%
Dec 31, 2023 597.02%
Sep 30, 2023 -29.08%
Jun 30, 2023 25.19%