PhenixFIN (PFX) Interest Expenses (2021 - 2026)

PhenixFIN (PFX) reported Interest Expenses of $2.3 million for Q1 2026, down 10.48% year-over-year from $2.6 million in Q1 2025, and down 5.09% quarter-over-quarter from $2.4 million in Q4 2025.

PhenixFIN (PFX) Interest Expenses (2021 - 2026) Analysis & Trends

PhenixFIN (PFX) has 6 years of Interest Expenses data on file, last reported at $2.3 million in Q1 2026.

  • Interest Expenses for Q1 2026 came in at $2.3 million, down 10.48% year-over-year; the trailing twelve-month figure through Mar 2026 was $9.9 million (up 14.73% YoY), and the FY2025 annual result was $10.3 million, up 55.52% from the prior year.
  • Interest Expenses retreated to $2.3 million in Q1 2026 per PFX's latest filing, from $2.4 million in the prior quarter.
  • Over five years, Interest Expenses peaked at $2.7 million in Q2 2025 and troughed at $1.2 million in Q2 2022.
  • A 5-year average of $1.8 million and a median of $1.6 million in 2024 frame the typical range for Interest Expenses.
  • The sharpest annual moves came in 2022 and 2024: Interest Expenses dropped 17.11% in 2022, then jumped 65.09% in 2024.
  • A 5-year view of Interest Expenses shows it stood at $1.2 million in 2022, then grew by 25.05% to $1.5 million in 2023, then jumped by 65.09% to $2.5 million in 2024, then declined by 4.46% to $2.4 million in 2025, then slipped by 5.09% to $2.3 million in 2026.
  • Business Quant data shows PFX's Interest Expenses at $2.3 million in Q1 2026, $2.4 million in Q4 2025, and $2.5 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Int Expense (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 134.00 Mn
2 Blackstone 96.85 Bn 95.80 Bn - 137.05 Mn
3 Kkr 86.45 Bn 133.96 Bn - 3.60 Mn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 77.00 Mn
5 State Street 46.95 Bn 21.27 Bn - 1.82 Bn
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 142.00 Mn
7 Northern Trust 31.92 Bn 31.92 Bn - 1.58 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 403.00 Mn
9 Ares Management 29.04 Bn 32.41 Bn - 50.76 Mn
10 PhenixFIN 85.26 Mn 82.18 Mn - 2.31 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 2.31 Mn
Mar 31, 2026 2.31 Mn
Dec 31, 2025 2.43 Mn
Dec 31, 2025 2.43 Mn
Sep 30, 2025 2.49 Mn
Sep 30, 2025 2.49 Mn
Jun 30, 2025 2.66 Mn
Jun 30, 2025 2.66 Mn
Mar 31, 2025 2.58 Mn
Mar 31, 2025 2.58 Mn
Dec 31, 2024 2.55 Mn
Dec 31, 2024 2.55 Mn
Sep 30, 2024 1.78 Mn
Sep 30, 2024 1.78 Mn
Jun 30, 2024 1.72 Mn
Jun 30, 2024 1.72 Mn
Mar 31, 2024 1.57 Mn
Mar 31, 2024 1.57 Mn
Dec 31, 2023 1.54 Mn
Dec 31, 2023 1.54 Mn