PhenixFIN (PFX) Return on Sales (2023 - 2026)
PhenixFIN (PFX) posted quarterly Return on Sales of 0.05% for Q1 2026, down 2.0% year-over-year from 0.05% in Q1 2025, and down 33.84% quarter-over-quarter from 0.08% in Q4 2025.
PhenixFIN (PFX) Return on Sales (2023 - 2026) Analysis & Trends
PhenixFIN (PFX) has reported Return on Sales for 4 consecutive years, with 0.05% the latest figure, recorded in Q1 2026.
- In Q1 2026, Return on Sales fell 2.0% year-over-year to 0.05%; the TTM figure through Mar 2026 stood at 0.03% (up 7.0% YoY), while the FY2025 annual figure was 0.08%, down 12.0% from the prior year.
- Return on Sales eased to 0.05% in Q1 2026 per PFX's latest filing, from 0.08% in the prior quarter.
- Across five years, Return on Sales topped out at 6.08% in Q2 2024 and bottomed at 0.63% in Q1 2024.
- Historically, Return on Sales has averaged 0.44% across 4 years, with a median of 0.03% in 2025.
- Annual changes were most pronounced in 2024 — Return on Sales soared 607 bps — and 2025, when it plunged 607 bps.
- PhenixFIN's Return on Sales stood at 0.54% in 2023, then jumped by 117 bps to 0.09% in 2024, then fell by 16 bps to 0.08% in 2025, then plunged by 34 bps to 0.05% in 2026.
- Business Quant data shows PFX's Return on Sales at 0.05% in Q1 2026, 0.08% in Q4 2025, and 0.09% in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROS (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.51 Bn | 165.64 Bn | - | 0.00% |
| 2 | Blackstone | 115.57 Bn | 113.06 Bn | - | 0.00% |
| 3 | Kkr | 97.76 Bn | -179.32 Bn | - | 0.00% |
| 4 | Brookfield | 93.66 Bn | 46.26 Bn | - | 0.00% |
| 5 | Brookfield Asset Management | 84.03 Bn | 82.53 Bn | - | 0.01% |
| 6 | Apollo Global Management | 79.17 Bn | 53.80 Bn | 10.54 Bn | 0.00% |
| 7 | State Street | 51.60 Bn | 51.60 Bn | - | 0.00% |
| 8 | Ameriprise Financial | 51.35 Bn | 40.30 Bn | 4.72 Bn | 0.00% |
| 9 | Northern Trust | 34.18 Bn | 34.18 Bn | - | 0.01% |
| 10 | PhenixFIN | 97.89 Mn | -205.93 Mn | - | 0.03% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 0.02% |
| Mar 31, 2026 | 0.05% |
| Dec 31, 2025 | 0.08% |
| Sep 30, 2025 | 0.09% |
| Jun 30, 2025 | 0.01% |
| Mar 31, 2025 | 0.07% |
| Dec 31, 2024 | 0.09% |
| Sep 30, 2024 | -0.01% |
| Jun 30, 2024 | 6.08% |
| Mar 31, 2024 | -0.63% |
| Dec 31, 2023 | -0.54% |
| Sep 30, 2023 | -0.02% |
| Jun 30, 2023 | 0.01% |