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% on a QoQ basis from 0.08% in Q4 2025.

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

  • Quarterly Return on Sales rose 4.0% year-over-year to 0.05% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 0.04% (up 2.0% YoY) and the FY2025 annual result came in at 0.02%, changed 0.0% from the prior year.
  • Return on Sales retreated 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 0.0% in Q3 2023.
  • The 4-year median for Return on Sales is 0.02% (2024), against an average of 0.53%.
  • The widest annual swing landed in 2024, when Return on Sales jumped 607 bps; it then plunged 600 bps in 2025.
  • Tracing PFX's Return on Sales over 4 years: stood at 0.02% in 2023, then fell by 15 bps to 0.02% in 2024, then soared by 304 bps to 0.08% in 2025, then sank by 34 bps to 0.05% in 2026.
  • Per Business Quant, the three latest PFX Return on Sales figures stand at 0.05% (Q1 2026), 0.08% (Q4 2025), and 0.02% (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROS (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 0.00%
2 Blackstone 92.68 Bn 91.63 Bn - 0.00%
3 Kkr 84.94 Bn 132.45 Bn - 0.00%
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 0.00%
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 0.00%
6 State Street 44.42 Bn 18.75 Bn - 0.00%
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 0.00%
8 Northern Trust 31.21 Bn 31.21 Bn - 0.00%
9 Ares Management 28.85 Bn 32.22 Bn - 0.00%
10 PhenixFIN 89.41 Mn 86.34 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%