PhenixFIN (PFX) Return on Sales (2023 - 2026)

PhenixFIN (PFX) reported Return on Sales of 0.05% for Q1 2026, up 4.0% 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 4 years of Return on Sales data on file, last reported at 0.05% in Q1 2026.

  • Return on Sales for Q1 2026 came in at 0.05%, up 4.0% year-over-year; the trailing twelve-month figure through Mar 2026 was 0.04% (up 2.0% YoY), and the FY2025 annual result was 0.02%, changed 0.0% from the prior year.
  • Return on Sales fell to 0.05% in Q1 2026 per PFX's latest filing, from 0.08% in the prior quarter.
  • Over five years, Return on Sales peaked at 6.08% in Q2 2024 and troughed at 0.0% in Q3 2023.
  • A 4-year average of 0.53% and a median of 0.02% in 2024 frame the typical range for Return on Sales.
  • The sharpest annual moves came in 2024 and 2025: Return on Sales soared 607 bps in 2024, then slumped 600 bps in 2025.
  • A 4-year view of Return on Sales shows it stood at 0.02% in 2023, then decreased by 15 bps to 0.02% in 2024, then surged by 304 bps to 0.08% in 2025, then tumbled 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 0.02% in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROS (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 0.00%
2 Blackstone 96.85 Bn 95.80 Bn - 0.00%
3 Kkr 86.45 Bn 133.96 Bn - 0.00%
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 0.00%
5 State Street 46.95 Bn 21.27 Bn - 0.00%
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 0.00%
7 Northern Trust 31.92 Bn 31.92 Bn - 0.00%
8 Raymond James Financial 30.62 Bn 19.37 Bn - -
9 Ares Management 29.04 Bn 32.41 Bn - 0.00%
10 PhenixFIN 85.26 Mn 82.18 Mn - 0.05%

Historic Data

Download Data
DateValue
Mar 31, 2026 0.05%
Dec 31, 2025 0.08%
Sep 30, 2025 0.02%
Jun 30, 2025 0.08%
Mar 31, 2025 0.01%
Dec 31, 2024 0.02%
Sep 30, 2024 0.02%
Jun 30, 2024 6.08%
Mar 31, 2024 0.02%
Dec 31, 2023 0.02%
Sep 30, 2023 0.00%
Jun 30, 2023 0.01%