PhenixFIN (PFX) Net Margin (2023 - 2026)

PhenixFIN's (PFX) quarterly Net Margin came in at 501.37% in Q1 2026, down 20158.0% year-on-year from N/an in Q1 2025, and down 33.84% on a QoQ basis from 757.77% in Q4 2025.

PhenixFIN (PFX) Net Margin (2023 - 2026) Analysis & Trends

PhenixFIN (PFX) has 4 years of Net Margin data on file, last reported at 501.37% in Q1 2026.

  • On a quarterly basis, Net Margin fell 20158.0% year-over-year to 501.37% in Q1 2026; TTM through Mar 2026 was 342.95%, a 70587.0% increase from a year earlier, with the FY2025 full-year figure at 820.63%, down 124579.0% from the prior year.
  • Net Margin for Q1 2026 stood at 501.37%, down from 757.77% in the prior quarter.
  • Over the last five years, Net Margin for PFX reached as high as 60785.43% in Q2 2024 and fell as low as 114.3% in Q3 2023.
  • Historically, Net Margin has averaged 5675.59% across 4 years, with a median of 730.36% in 2025.
  • Across the five-year window, Net Margin surged 6060116 bps in 2024 and sank 6066162 bps in 2025, its largest moves.
  • Year by year, Net Margin stood at 1583.94% in 2023, then tumbled by 43 bps to 900.37% in 2024, then declined by 16 bps to 757.77% in 2025, then slumped by 34 bps to 501.37% in 2026.
  • Per Business Quant data, the three most recent Net Margin figures were 501.37% in Q1 2026, 757.77% in Q4 2025, and 916.47% in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Net Margin (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn 0.55%
2 BlackRock 161.01 Bn 148.08 Bn - 32.99%
3 Blackstone 97.77 Bn 96.72 Bn - 34.77%
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn -889.40%
5 State Street 51.30 Bn 51.30 Bn - 18.57%
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 18.73%
7 Northern Trust 32.93 Bn 32.93 Bn - 37.97%
8 Raymond James Financial 32.59 Bn 17.67 Bn - 14.05%
9 Price T Rowe 24.70 Bn 21.13 Bn - 26.07%
10 PhenixFIN 85.65 Mn -213.24 Mn - 501.37%

Historic Data

Download Data
DateValue
Mar 31, 2026 501.37%
Dec 31, 2025 757.77%
Sep 30, 2025 916.47%
Jun 30, 2025 123.81%
Mar 31, 2025 702.95%
Dec 31, 2024 900.37%
Sep 30, 2024 -62.10%
Jun 30, 2024 60,785.43%
Mar 31, 2024 1,827.14%
Dec 31, 2023 1,583.94%
Sep 30, 2023 -114.30%
Jun 30, 2023 184.27%