PhenixFIN (PFX) Retained Earnings (2022 - 2026)
PhenixFIN's (PFX) quarterly Retained Earnings came in at -$547.5 million in Q1 2026, little changed year-on-year from -$549.1 million in Q1 2025, and little changed on a QoQ basis from -$548.6 million in Q4 2025.
PhenixFIN (PFX) Retained Earnings (2022 - 2026) Analysis & Trends
PhenixFIN (PFX) has 5 years of Retained Earnings data on file, last reported at -$547.5 million in Q1 2026.
- On a quarterly basis, Retained Earnings changed 0.29% year-over-year to -$547.5 million in Q1 2026; TTM through Mar 2026 was -$547.5 million, a 0.29% change from a year earlier, with the FY2025 full-year figure at -$543.9 million, changed 0.14% from the prior year.
- Retained Earnings for Q1 2026 stood at -$547.5 million, roughly flat from -$548.6 million in the prior quarter.
- Over the last five years, Retained Earnings for PFX reached as high as -$535.0 million in Q2 2023 and fell as low as -$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.
- Across the five-year window, Retained Earnings climbed 1.28% in 2023 and retreated 1.71% in 2025, its largest moves.
- Year by year, Retained Earnings stood at -$550.6 million in 2022, then climbed by 1.28% to -$543.6 million in 2023, then gained by 0.26% to -$542.1 million in 2024, then decreased by 1.2% to -$548.6 million in 2025, then climbed by 0.21% to -$547.5 million in 2026.
- Per Business Quant data, the three most recent Retained Earnings figures were -$547.5 million in Q1 2026, -$548.6 million in Q4 2025, and -$543.9 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | - |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | -678.00 Mn |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | -323.73 Mn |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | -3.14 Bn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | - |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | -1.21 Bn |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | -636.60 Mn |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | -368.00 Mn |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | -51.60 Mn |
| 10 | PhenixFIN | 85.65 Mn | -213.24 Mn | - | -547.51 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |