PhenixFIN (PFX) Retained Earnings (2022 - 2026)
PhenixFIN (PFX) posted quarterly Retained Earnings of -$547.5 million for Q1 2026, little changed year-over-year from -$549.1 million in Q1 2025, and little changed quarter-over-quarter from -$548.6 million in Q4 2025.
PhenixFIN (PFX) Retained Earnings (2022 - 2026) Analysis & Trends
PhenixFIN (PFX) has reported Retained Earnings for 5 consecutive years, with -$547.5 million the latest figure, recorded in Q1 2026.
- In Q1 2026, Retained Earnings changed 0.29% year-over-year to -$547.5 million; the TTM figure through Mar 2026 stood at -$547.5 million (changed 0.29% YoY), while the FY2025 annual figure was -$543.9 million, changed 0.14% from the prior year.
- Retained Earnings steadied at -$547.5 million in Q1 2026 per PFX's latest filing, from -$548.6 million in the prior quarter.
- Across five years, Retained Earnings topped out at -$535.0 million in Q2 2023 and bottomed at -$554.6 million in Q3 2022.
- Historically, Retained Earnings has averaged -$544.8 million across 5 years, with a median of -$544.6 million in 2024.
- Annual changes were most pronounced in 2023 — Retained Earnings increased 1.28% — and 2025, when it slipped 1.71%.
- PhenixFIN's Retained Earnings stood at -$550.6 million in 2022, then gained by 1.28% to -$543.6 million in 2023, then increased by 0.26% to -$542.1 million in 2024, then fell by 1.2% to -$548.6 million in 2025, then gained by 0.21% to -$547.5 million in 2026.
- Business Quant data shows PFX's Retained Earnings at -$547.5 million in Q1 2026, -$548.6 million in Q4 2025, and -$543.9 million in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 178.86 Bn | 164.99 Bn | - | 40.21 Bn |
| 2 | Blackstone | 114.98 Bn | 112.48 Bn | - | -18.65 Mn |
| 3 | Kkr | 97.38 Bn | -179.70 Bn | - | - |
| 4 | Brookfield | 93.59 Bn | 46.19 Bn | - | - |
| 5 | Brookfield Asset Management | 83.79 Bn | 82.29 Bn | - | -950.00 Mn |
| 6 | Apollo Global Management | 78.51 Bn | 53.14 Bn | 10.54 Bn | 16.67 Bn |
| 7 | State Street | 51.54 Bn | 51.54 Bn | - | - |
| 8 | Ameriprise Financial | 51.29 Bn | 40.24 Bn | 4.72 Bn | 29.38 Bn |
| 9 | Northern Trust | 34.04 Bn | 34.04 Bn | - | 17.71 Bn |
| 10 | PhenixFIN | 98.78 Mn | -205.04 Mn | - | -543.42 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | -543.42 Mn |
| Mar 31, 2026 | -547.51 Mn |
| Dec 31, 2025 | -548.64 Mn |
| Sep 30, 2025 | -543.87 Mn |
| Jun 30, 2025 | -547.42 Mn |
| Mar 31, 2025 | -545.92 Mn |
| Dec 31, 2024 | -542.14 Mn |
| Sep 30, 2024 | -544.60 Mn |
| Jun 30, 2024 | -538.24 Mn |
| Mar 31, 2024 | -538.20 Mn |
| Dec 31, 2023 | -543.57 Mn |
| Sep 30, 2023 | -548.11 Mn |
| Jun 30, 2023 | -534.98 Mn |
| Mar 31, 2023 | -543.90 Mn |
| Dec 31, 2022 | -550.61 Mn |
| Sep 30, 2022 | -554.56 Mn |