Phinia (PHIN) Invested Capital (2022 - 2026)
Phinia's (PHIN) quarterly Invested Capital came in at $2.6 billion in Q2 2026, down 2.06% year-over-year from $2.7 billion in Q2 2025, and up 1.79% quarter-over-quarter from $2.6 billion in Q1 2026.
Analysis
Phinia (PHIN) Invested Capital (2022 - 2026) Analysis & Trends
Phinia has disclosed Invested Capital across 5 years of filings, most recently posting $2.6 billion for Q2 2026.
- In Q2 2026, Invested Capital fell 2.06% year-over-year to $2.6 billion; the TTM figure through Jun 2026 stood at $2.6 billion (down 2.06% YoY), while the FY2025 annual figure was $2.6 billion, down 1.01% from the prior year.
- Invested Capital came in at $2.6 billion for Q2 2026 at Phinia, up from $2.6 billion in the prior quarter.
- In the past five years, Invested Capital ranged from a high of $2.8 billion in Q4 2023 to a low of $1.7 billion in Q4 2022.
- Average Invested Capital over 5 years is $2.6 billion, with a median of $2.6 billion recorded in 2025.
- Year-over-year, Invested Capital surged 67.05% in 2023 and retreated 7.21% in 2024.
- Over 5 years, Invested Capital stood at $1.7 billion in 2022, then surged by 67.05% to $2.8 billion in 2023, then decreased by 7.21% to $2.6 billion in 2024, then slipped by 1.01% to $2.6 billion in 2025, then grew by 1.99% to $2.6 billion in 2026.
- Per Business Quant data, the three most recent Invested Capital figures were $2.6 billion in Q2 2026, $2.6 billion in Q1 2026, and $2.6 billion in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Caterpillar | 371.83 Bn | 365.11 Bn | 7.76 Bn | 53.85 Bn |
| 2 | Cummins | 73.24 Bn | 69.63 Bn | 2.47 Bn | 21.25 Bn |
| 3 | Paccar | 61.09 Bn | 52.42 Bn | 1.56 Bn | 30.23 Bn |
| 4 | Borgwarner | 12.90 Bn | 10.63 Bn | 721.00 Mn | 9.67 Bn |
| 5 | Allison Transmission Holdings | 9.67 Bn | 9.27 Bn | 515.00 Mn | 6.09 Bn |
| 6 | Oshkosh | 9.07 Bn | 8.66 Bn | 480.30 Mn | 5.63 Bn |
| 7 | Federal Signal | 6.95 Bn | 6.88 Bn | 203.80 Mn | 1.96 Bn |
| 8 | Terex | 6.75 Bn | 6.34 Bn | 444.00 Mn | 7.61 Bn |
| 9 | Dana | 3.21 Bn | 2.94 Bn | 210.00 Mn | 3.33 Bn |
| 10 | Phinia | 2.25 Bn | 1.88 Bn | 216.00 Mn | 2.61 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 2.61 Bn |
| Mar 31, 2026 | 2.57 Bn |
| Dec 31, 2025 | 2.56 Bn |
| Sep 30, 2025 | 2.63 Bn |
| Jun 30, 2025 | 2.67 Bn |
| Mar 31, 2025 | 2.58 Bn |
| Dec 31, 2024 | 2.59 Bn |
| Sep 30, 2024 | 2.69 Bn |
| Jun 30, 2024 | 2.59 Bn |
| Mar 31, 2024 | 2.74 Bn |
| Dec 31, 2023 | 2.79 Bn |
| Sep 30, 2023 | 2.78 Bn |
| Jun 30, 2023 | 2.64 Bn |
| Dec 31, 2022 | 1.67 Bn |