PhenixFIN (PFX) Non Operating Investment Income (2021 - 2026)
PhenixFIN (PFX) posted quarterly Non Operating Investment Income of $385255.0 for Q1 2026, up 120.69% year-over-year from $174569.0 in Q1 2025, and up 105.59% quarter-over-quarter from -$6.9 million in Q4 2025.
PhenixFIN (PFX) Non Operating Investment Income (2021 - 2026) Analysis & Trends
PhenixFIN (PFX) has reported Non Operating Investment Income for 6 consecutive years, with $385255.0 the latest figure, recorded in Q1 2026.
- In Q1 2026, Non Operating Investment Income rose 120.69% year-over-year to $385255.0; the TTM figure through Mar 2026 stood at -$6.5 million (down 223.63% YoY), while the FY2025 annual figure was -$984806.0, down 107.09% from the prior year.
- Non Operating Investment Income improved to $385255.0 in Q1 2026 per PFX's latest filing, from -$6.9 million in the prior quarter.
- Across five years, Non Operating Investment Income topped out at $5.7 million in Q1 2023 and bottomed at -$30.0 million in Q3 2022.
- Historically, Non Operating Investment Income has averaged -$1.4 million across 5 years, with a median of $628457.0 in 2024.
- Annual changes were most pronounced in 2023 — Non Operating Investment Income jumped 20906.37% — and 2025, when it sank 922.33%.
- PhenixFIN's Non Operating Investment Income stood at $13448.0 in 2022, then surged by 20906.37% to $2.8 million in 2023, then slumped by 70.31% to $838684.0 in 2024, then tumbled by 922.33% to -$6.9 million in 2025, then jumped by 105.59% to $385255.0 in 2026.
- Business Quant data shows PFX's Non Operating Investment Income at $385255.0 in Q1 2026, -$6.9 million in Q4 2025, and $2.7 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Non Operating Investment Income (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 283.00 Mn |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | 2.47 Bn |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | 378.59 Mn |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | - |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | - |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | 2.99 Bn |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | - |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | - |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | - |
| 10 | PhenixFIN | 98.99 Mn | -204.83 Mn | - | 2.15 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 2.15 Mn |
| Jun 30, 2026 | 2.15 Mn |
| Mar 31, 2026 | 385,255.00 |
| Mar 31, 2026 | 385,255.00 |
| Dec 31, 2025 | -6.90 Mn |
| Dec 31, 2025 | -6.90 Mn |
| Sep 30, 2025 | 2.69 Mn |
| Sep 30, 2025 | 2.69 Mn |
| Jun 30, 2025 | -2.65 Mn |
| Jun 30, 2025 | -2.65 Mn |
| Mar 31, 2025 | -1.86 Mn |
| Mar 31, 2025 | -1.86 Mn |
| Dec 31, 2024 | 838,684.00 |
| Dec 31, 2024 | 838,684.00 |
| Sep 30, 2024 | 5.63 Mn |
| Sep 30, 2024 | 5.63 Mn |
| Jun 30, 2024 | 628,457.00 |
| Jun 30, 2024 | 628,457.00 |
| Mar 31, 2024 | 4.80 Mn |
| Mar 31, 2024 | 4.80 Mn |