PhenixFIN (PFX) Operating Expenses (2021 - 2026)
PhenixFIN (PFX) reported Operating Expenses of $4.5 million for Q1 2026, down 11.92% year-over-year from $5.1 million in Q1 2025, and down 1.83% quarter-over-quarter 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.
- Operating Expenses for Q1 2026 came in at $4.5 million, down 11.92% year-over-year; the trailing twelve-month figure through Mar 2026 was $19.5 million (up 2.48% YoY), and the FY2025 annual result was $20.1 million, up 15.33% from the prior year.
- Operating Expenses fell to $4.5 million in Q1 2026 per PFX's latest filing, from $4.5 million in the prior quarter.
- Over five years, Operating Expenses peaked at $5.5 million in Q3 2025 and troughed at $2.5 million in Q1 2022.
- A 5-year average of $4.1 million and a median of $4.1 million in 2024 frame the typical range for Operating Expenses.
- The sharpest annual moves came in 2024 and 2026: Operating Expenses jumped 33.68% in 2024, then dropped 11.92% in 2026.
- A 5-year view of Operating Expenses shows it stood at $3.1 million in 2022, then jumped by 31.37% to $4.0 million in 2023, then rose by 14.41% to $4.6 million in 2024, then slipped by 1.25% to $4.5 million in 2025, then decreased by 1.83% to $4.5 million in 2026.
- Business Quant data shows PFX's Operating Expenses at $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 | BlackRock | 163.18 Bn | 153.56 Bn | - | 3.88 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 2.26 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 3.87 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 4.68 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | 2.81 Bn |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 3.67 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 1.51 Bn |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 3.12 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 1.17 Bn |
| 10 | PhenixFIN | 85.26 Mn | 82.18 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 |