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| Date | Value |
|---|---|
| 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 |