PhenixFIN (PFX) Net Margin (2023 - 2026)

PhenixFIN (PFX) reported Net Margin of 501.37% for Q1 2026, up 35238.0% year-over-year from N/an in Q1 2025, and down 33.84% on a QoQ basis from 757.77% in Q4 2025.

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

  • Quarterly Net Margin rose 35238.0% year-over-year to 501.37% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 438.7% (up 19571.0% YoY) and the FY2025 annual result came in at 165.08%, up 1504.0% from the prior year.
  • Net Margin retreated to 501.37% in Q1 2026 per PFX's latest filing, from 757.77% in the prior quarter.
  • Across five years, Net Margin topped out at 60787.61% in Q2 2024 and bottomed at 43.84% in Q3 2023.
  • The 4-year median for Net Margin is 203.65% (2023), against an average of 5329.93%.
  • The widest annual swing landed in 2024, when Net Margin jumped 6073540 bps; it then tumbled 6002207 bps in 2025.
  • Tracing PFX's Net Margin over 4 years: stood at 219.55% in 2023, then decreased by 15 bps to 187.5% in 2024, then jumped by 304 bps to 757.77% in 2025, then tumbled by 34 bps to 501.37% in 2026.
  • Per Business Quant, the three latest PFX Net Margin figures stand at 501.37% (Q1 2026), 757.77% (Q4 2025), and 232.45% (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Net Margin (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 34.73%
2 Blackstone 92.68 Bn 91.63 Bn - 34.77%
3 Kkr 84.94 Bn 132.45 Bn - 8.45%
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 46.11%
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn -38.15%
6 State Street 44.42 Bn 18.75 Bn - 18.57%
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 18.73%
8 Northern Trust 31.21 Bn 31.21 Bn - 37.97%
9 Ares Management 28.85 Bn 32.22 Bn - 8.40%
10 PhenixFIN 89.41 Mn 86.34 Mn - 501.37%

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 501.37%
Dec 31, 2025 757.77%
Sep 30, 2025 232.45%
Jun 30, 2025 765.55%
Mar 31, 2025 148.98%
Dec 31, 2024 187.50%
Sep 30, 2024 162.27%
Jun 30, 2024 60,787.61%
Mar 31, 2024 187.75%
Dec 31, 2023 219.55%
Sep 30, 2023 -43.84%
Jun 30, 2023 52.22%