PhenixFIN (PFX) Operating Expenses (2021 - 2026)

PhenixFIN's (PFX) quarterly Operating Expenses came in at $4.5 million in Q1 2026, down 11.92% year-on-year from $5.1 million in Q1 2025, and down 1.83% on a QoQ basis from $4.5 million in Q4 2025.

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

PhenixFIN (PFX) has 6 years of Operating Expenses data on file, last reported at $4.5 million in Q1 2026.

  • On a quarterly basis, Operating Expenses fell 11.92% year-over-year to $4.5 million in Q1 2026; TTM through Mar 2026 was $19.5 million, a 2.48% increase from a year earlier, with the FY2025 full-year figure at $20.1 million, up 15.33% from the prior year.
  • Operating Expenses for Q1 2026 stood at $4.5 million, down from $4.5 million in the prior quarter.
  • Over the last five years, Operating Expenses for PFX reached as high as $5.5 million in Q3 2025 and fell as low as $2.5 million in Q1 2022.
  • Historically, Operating Expenses has averaged $4.1 million across 5 years, with a median of $4.1 million in 2024.
  • Across the five-year window, Operating Expenses surged 33.68% in 2024 and decreased 11.92% in 2026, its largest moves.
  • Year by year, Operating Expenses stood at $3.1 million in 2022, then jumped by 31.37% to $4.0 million in 2023, then climbed by 14.41% to $4.6 million in 2024, then fell by 1.25% to $4.5 million in 2025, then declined by 1.83% to $4.5 million in 2026.
  • Per Business Quant data, the three most recent Operating Expenses figures were $4.5 million in Q1 2026, $4.5 million in Q4 2025, and $5.5 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Opex (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -14.14 Bn
2 BlackRock 161.01 Bn 148.08 Bn - 3.88 Bn
3 Blackstone 97.77 Bn 96.72 Bn - 2.26 Bn
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 4.68 Bn
5 State Street 51.30 Bn 51.30 Bn - 2.81 Bn
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 3.67 Bn
7 Northern Trust 32.93 Bn 32.93 Bn - 1.51 Bn
8 Raymond James Financial 32.59 Bn 17.67 Bn - 3.12 Bn
9 Price T Rowe 24.70 Bn 21.13 Bn - 1.18 Bn
10 PhenixFIN 85.65 Mn -213.24 Mn - 4.45 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 4.45 Mn
Dec 31, 2025 4.53 Mn
Sep 30, 2025 5.48 Mn
Jun 30, 2025 5.00 Mn
Mar 31, 2025 5.05 Mn
Dec 31, 2024 4.59 Mn
Sep 30, 2024 5.09 Mn
Jun 30, 2024 4.25 Mn
Mar 31, 2024 4.09 Mn
Dec 31, 2023 4.01 Mn
Sep 30, 2023 3.81 Mn
Jun 30, 2023 3.62 Mn
Mar 31, 2023 3.14 Mn
Dec 31, 2022 3.05 Mn
Sep 30, 2022 3.22 Mn
Jun 30, 2022 3.45 Mn
Mar 31, 2022 2.51 Mn
Dec 31, 2021 2.93 Mn