PhenixFIN (PFX) Equity Income (2023 - 2026)
PhenixFIN's (PFX) quarterly Equity Income came in at $1.7 million in Q1 2026, up 457.22% year-on-year from $299676.4 in Q1 2025, and up 123.34% on a QoQ basis from -$7.2 million in Q4 2025.
PhenixFIN (PFX) Equity Income (2023 - 2026) Analysis & Trends
PhenixFIN (PFX) has 4 years of Equity Income data on file, last reported at $1.7 million in Q1 2026.
- On a quarterly basis, Equity Income rose 457.22% year-over-year to $1.7 million in Q1 2026; TTM through Mar 2026 was $6.0 million, a 241.18% increase from a year earlier, with the FY2025 full-year figure at $10.7 million, up 88.01% from the prior year.
- Equity Income for Q1 2026 stood at $1.7 million, up from -$7.2 million in the prior quarter.
- Over the last five years, Equity Income for PFX reached as high as $9.3 million in Q2 2025 and fell as low as -$8.1 million in Q2 2024.
- Historically, Equity Income has averaged $1.1 million across 4 years, with a median of $2.0 million in 2025.
- Across the five-year window, Equity Income plunged 2068.17% in 2025 and soared 457.22% in 2026, its largest moves.
- Year by year, Equity Income stood at $2.6 million in 2023, then slumped by 112.72% to -$329986.0 in 2024, then plunged by 2068.17% to -$7.2 million in 2025, then soared by 123.34% to $1.7 million in 2026.
- Per Business Quant data, the three most recent Equity Income figures were $1.7 million in Q1 2026, -$7.2 million in Q4 2025, and $2.2 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Income (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | - |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | - |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | - |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | - |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | - |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | - |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | - |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | - |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | - |
| 10 | PhenixFIN | 85.65 Mn | -213.24 Mn | - | 1.67 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 1.67 Mn |
| Dec 31, 2025 | -7.15 Mn |
| Sep 30, 2025 | 2.25 Mn |
| Jun 30, 2025 | 9.28 Mn |
| Mar 31, 2025 | -467,459.00 |
| Dec 31, 2024 | -329,986.00 |
| Sep 30, 2024 | 4.59 Mn |
| Jun 30, 2024 | -8.07 Mn |
| Mar 31, 2024 | 6.59 Mn |
| Dec 31, 2023 | 2.60 Mn |