PhenixFIN (PFX) Operating Margin (2023 - 2026)

PhenixFIN's (PFX) quarterly Operating Margin came in at 103.04% in Q1 2026, down 5108.0% year-on-year from 2.06% in Q1 2025, and down 59.37% on a QoQ basis from 253.6% in Q4 2025.

PhenixFIN (PFX) Operating Margin (2023 - 2026) Analysis & Trends

PhenixFIN (PFX) has 4 years of Operating Margin data on file, last reported at 103.04% in Q1 2026.

  • On a quarterly basis, Operating Margin fell 5108.0% year-over-year to 103.04% in Q1 2026; TTM through Mar 2026 was 91.11%, a 18062.0% increase from a year earlier, with the FY2025 full-year figure at 209.62%, down 42761.0% from the prior year.
  • Operating Margin for Q1 2026 stood at 103.04%, down from 253.6% in the prior quarter.
  • Over the last five years, Operating Margin for PFX reached as high as 18537.3% in Q2 2024 and fell as low as 29.08% in Q3 2023.
  • Historically, Operating Margin has averaged 1696.4% across 4 years, with a median of 174.21% in 2024.
  • Across the five-year window, Operating Margin surged 1851211 bps in 2024 and tumbled 1850650 bps in 2025, its largest moves.
  • Year by year, Operating Margin stood at 597.02% in 2023, then plunged by 54 bps to 276.35% in 2024, then fell by 8 bps to 253.6% in 2025, then plunged by 59 bps to 103.04% in 2026.
  • Per Business Quant data, the three most recent Operating Margin figures were 103.04% in Q1 2026, 253.6% in Q4 2025, and 221.1% in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Operating Margin (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn 175.98%
2 BlackRock 161.01 Bn 148.08 Bn - 42.01%
3 Blackstone 97.77 Bn 96.72 Bn - -
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 24.88%
5 State Street 51.30 Bn 51.30 Bn - -
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 18.44%
7 Northern Trust 32.93 Bn 32.93 Bn - -
8 Raymond James Financial 32.59 Bn 17.67 Bn - -
9 Price T Rowe 24.70 Bn 21.13 Bn - 36.65%
10 PhenixFIN 85.65 Mn -213.24 Mn - 103.04%

Historic Data

Download Data
DateValue
Mar 31, 2026 103.04%
Dec 31, 2025 253.60%
Sep 30, 2025 221.10%
Jun 30, 2025 30.79%
Mar 31, 2025 154.11%
Dec 31, 2024 276.35%
Sep 30, 2024 -6.90%
Jun 30, 2024 18,537.30%
Mar 31, 2024 194.31%
Dec 31, 2023 597.02%
Sep 30, 2023 -29.08%
Jun 30, 2023 25.19%