Franklin Resources Income Statement
BEN / Financials|15 years of annual SEC 10-K data (FY2011-FY2025)
Line items include revenue, cost of goods sold, gross profit, operating expenses, interest, taxes, and net income with per-share data across 15 fiscal years. All figures from audited SEC 10-K filings.
Franklin Resources reported $8.8B in revenue and $525M in net income for FY2025. Revenue has grown at a 1.5% compound annual rate over the past 14 years.
Based on SEC 10-K filings.
Key Data Points
- Altman Z-Score 0.88 (distress zone, below 1.8 threshold)
Data sourced from SEC EDGAR filings. Not investment advice.
| Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 | FY2015 | FY2014 | FY2013 | FY2012 | FY2011 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $8.8B | $8.5B | $8.4B | $5.6B | $8.4B | $5.6B | $5.8B | $6.3B | $7.9B | $8.5B | $8.0B | $7.1B | $7.1B | $5.9B | $7.1B |
| SG&A Expense | $774.5M | $703.3M | $537.2M | $450.3M | $537.2M | $450.3M | $391.4M | $371.7M | $348.5M | $360.1M | $311.8M | $277.8M | $232.1M | $234.8M | $232.1M |
| Operating Income | $604.1M | $407.6M | $1.9B | $1.0B | $1.9B | $1.0B | $1.5B | $2.0B | $3.0B | $3.2B | $2.9B | $2.5B | $2.7B | $2.0B | $2.7B |
| Interest Expense | $94.9M | $97.2M | $85.4M | $33.4M | $85.4M | $33.4M | $22.4M | $46.3M | $39.6M | $47.4M | $46.9M | $36.7M | $37.4M | $16.5M | $37.4M |
| Income Tax | $237.9M | $215.3M | $349.6M | $230.8M | $349.6M | $230.8M | $442.3M | $1.5B | $923.7M | $997.9M | $855.9M | $762.7M | $803.4M | $618.3M | $803.4M |
| Net Income | $524.9M | $464.8M | $1.8B | $798.9M | $1.8B | $798.9M | $1.2B | $764.4M | $2.0B | $2.4B | $2.2B | $1.9B | $1.9B | $1.4B | $1.9B |
| EPS (Basic) | $0.91 | $2.53 | $3.58 | $1.59 | $2.35 | $1.39 | $3.01 | $2.94 | $3.29 | $3.79 | $3.37 | $2.99 | $2.89 | $6.36 | $3.87 |
| EPS (Diluted) | $0.91 | $2.53 | $3.57 | $1.59 | $2.35 | $1.39 | $3.01 | $2.94 | $3.29 | $3.79 | $3.37 | $2.98 | $2.87 | $6.33 | $3.85 |
| Shares Outstanding | 521.0M | 495.9M | 499.6M | 501.8M | 495.1M | 499.3M | 519.1M | 554.9M | 570.3M | 603.5M | 622.9M | 630.9M | 636.6M | 217.7M | 224.0M |
| Operating Margin | 6.9% | 4.8% | 22.3% | 18.8% | 22.3% | 18.8% | 25.4% | 32.1% | 38.1% | 37.9% | 36.6% | 35.4% | 37.3% | 33.5% | 37.3% |
| Profit Margin | 6.0% | 5.5% | 21.7% | 14.3% | 21.7% | 14.3% | 20.7% | 12.1% | 25.6% | 28.1% | 26.9% | 27.2% | 26.9% | 24.7% | 26.9% |