PhenixFIN (PFXNZ) Operating Margin (2023 - 2026)
PhenixFIN (PFXNZ) reported Operating Margin of 103.04% for Q1 2026, up 7037.0% year-over-year from 1.44% in Q1 2025, and down 59.37% on a QoQ basis from 253.6% in Q4 2025.
PhenixFIN (PFXNZ) has 4 years of Operating Margin data on file, last reported at 103.04% in Q1 2026.
- Quarterly Operating Margin rose 7037.0% year-over-year to 103.04% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 116.54% (up 5662.0% YoY) and the FY2025 annual result came in at 42.17%, down 410.0% from the prior year.
- Operating Margin retreated to 103.04% in Q1 2026 per PFXNZ's latest filing, from 253.6% in the prior quarter.
- Across five years, Operating Margin topped out at 18537.3% in Q2 2024 and bottomed at 13.55% in Q3 2023.
- The 4-year median for Operating Margin is 56.81% (2024), against an average of 1612.77%.
- The widest annual swing landed in 2024, when Operating Margin surged 1851211 bps; it then slumped 1834690 bps in 2025.
- Tracing PFXNZ's Operating Margin over 4 years: stood at 63.71% in 2023, then dropped by 10 bps to 57.55% in 2024, then surged by 341 bps to 253.6% in 2025, then sank by 59 bps to 103.04% in 2026.
- Per Business Quant, the three latest PFXNZ Operating Margin figures stand at 103.04% (Q1 2026), 253.6% (Q4 2025), and 56.08% (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Operating Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 42.01% |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | - |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 46.06% |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | - |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 1.56% |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 18.44% |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | - |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | - |
| 10 | PhenixFIN | - | - | - | 103.04% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 103.04% |
| Dec 31, 2025 | 253.60% |
| Sep 30, 2025 | 56.08% |
| Jun 30, 2025 | 190.40% |
| Mar 31, 2025 | 32.66% |
| Dec 31, 2024 | 57.55% |
| Sep 30, 2024 | 18.03% |
| Jun 30, 2024 | 18,537.30% |
| Mar 31, 2024 | 29.28% |
| Dec 31, 2023 | 63.71% |
| Sep 30, 2023 | -13.55% |
| Jun 30, 2023 | 25.19% |