Franklin Resources, Inc. (BEN)

BEN Income Statement

Revenue, expenses, and profitability analysis

BEN Quarterly Income Statement (USD)

Quarterly Report	TTM	03/31/2026	12/31/2025	09/30/2025	06/30/2025	03/31/2025	12/31/2024	09/30/2024	06/30/2024
Revenue	9.030B	2.295B	2.327B	2.344B	2.064B	2.111B	2.252B	2.211B	2.123B
Cost of Goods Sold	2.365B	1.082B	428.500M	426.300M	428.200M	445.900M	423.600M	436.900M	425.000M
Gross Profit	6.664B	1.212B	1.899B	1.917B	1.636B	1.665B	1.828B	1.774B	1.698B
Gross Profit Margin	52.8%	52.8%	81.6%	81.8%	79.3%	78.9%	81.2%	80.2%	80.0%
Total Operating Expenses	5.821B	889.200M	1.618B	1.832B	1.482B	1.520B	1.609B	1.925B	1.475B
Research & Development	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Selling, General & Administrative	4.548B	731.600M	1.318B	1.341B	1.157B	1.173B	1.226B	1.218B	1.191B
Operating Income (EBIT)	843.800M	323.300M	281.000M	85.400M	154.100M	145.600M	219.000M	-150.700M	222.500M
Operating Margin	14.1%	14.1%	12.1%	3.6%	7.5%	6.9%	9.7%	-6.8%	10.5%
Income Before Tax (EBT)	1.328B	445.700M	451.800M	254.300M	176.600M	42.700M	313.200M	-46.200M	300.100M
Interest Income	—	—	—	—	—	—	—	—	—
Interest Expense	91.300M	19.900M	20.400M	25.200M	25.800M	20.800M	23.100M	25.000M	25.700M
Other Income/Expense	484.600M	122.400M	170.800M	168.900M	22.500M	-102.900M	94.200M	104.500M	77.600M
Net Income	812.000M	346.600M	255.500M	117.600M	92.300M	151.400M	163.600M	-84.700M	174.000M
Income Tax Expense	329.800M	99.100M	105.000M	65.800M	59.900M	31.100M	81.100M	9.500M	68.100M
Net Profit Margin	15.1%	15.1%	11.0%	5.0%	4.5%	7.2%	7.3%	-3.8%	8.2%
EBITDA	1.768B	483.800M	556.100M	379.800M	348.100M	206.500M	479.100M	92.600M	438.800M
EBITDA Margin	21.1%	21.1%	23.9%	16.2%	16.9%	9.8%	21.3%	4.2%	20.7%
Depreciation & Amortization	380.500M	50.600M	83.900M	100.300M	145.700M	143.000M	142.800M	113.800M	113.000M
EPS Basic	1.34	0.52	0.46	0.21	0.15	0.26	0.29	-0.18	0.32
EPS Diluted	1.34	0.52	0.46	0.21	0.15	0.26	0.29	-0.18	0.32
Shares Outstanding	517.500M	517.500M	517.500M	514.500M	515.700M	517.400M	517.400M	516.200M	516.500M
Diluted Shares Outstanding	518.300M	518.300M	518.300M	515.400M	516.500M	518.200M	518.200M	516.200M	517.200M

BEN Annual Income Statement (USD)

Annual Report	09/30/2025	09/30/2024	09/30/2023	09/30/2022	09/30/2021	09/30/2020	09/30/2019	09/30/2018
Revenue	8.771B	8.478B	7.849B	8.275B	8.425B	5.566B	5.669B	6.205B
Cost of Goods Sold	1.724B	1.687B	1.500B	1.426B	1.429B	1.063B	960.600M	928.400M
Gross Profit	7.047B	6.791B	6.350B	6.849B	6.997B	4.504B	4.709B	5.276B
Gross Profit Margin	80.3%	80.1%	80.9%	82.8%	83.0%	80.9%	83.1%	85.0%
Total Operating Expenses	6.443B	6.384B	5.248B	5.075B	5.122B	3.455B	3.242B	3.248B
Research & Development	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Selling, General & Administrative	4.897B	4.675B	4.067B	4.121B	4.215B	2.917B	2.905B	2.994B
Operating Income (EBIT)	604.100M	407.600M	1.102B	1.774B	1.875B	1.049B	1.467B	2.028B
Operating Margin	6.9%	4.8%	14.0%	21.4%	22.3%	18.8%	25.9%	32.7%
Income Before Tax (EBT)	786.800M	823.200M	1.338B	1.729B	2.444B	1.018B	1.648B	2.215B
Interest Income	—	—	—	—	8.800M	—	31.000M	76.500M
Interest Expense	94.900M	97.200M	123.700M	98.200M	85.400M	33.400M	22.400M	46.300M
Other Income/Expense	182.700M	415.600M	235.700M	-44.500M	569.200M	-31.000M	180.900M	187.000M
Net Income	524.900M	464.800M	882.800M	1.292B	1.831B	798.900M	1.196B	764.400M
Income Tax Expense	237.900M	215.300M	312.300M	396.200M	349.600M	230.800M	442.300M	1.472B
Net Profit Margin	6.0%	5.5%	11.2%	15.6%	21.7%	14.4%	21.1%	12.3%
EBITDA	1.413B	1.375B	1.907B	2.205B	2.840B	1.180B	1.764B	2.338B
EBITDA Margin	16.1%	16.2%	24.3%	26.7%	33.7%	21.2%	31.1%	37.7%
Depreciation & Amortization	531.800M	454.700M	445.400M	377.800M	310.600M	128.500M	93.400M	76.400M
EPS Basic	0.91	0.85	1.72	2.53	3.58	1.59	2.35	1.42
EPS Diluted	0.91	0.85	1.72	2.53	3.57	1.59	2.35	1.42
Shares Outstanding	514.500M	509.500M	490.000M	488.700M	489.900M	491.900M	503.600M	537.400M
Diluted Shares Outstanding	515.400M	510.300M	490.800M	489.300M	490.600M	491.900M	504.300M	538.000M

Values are displayed in USD. Negative numbers shown in red.

Values are displayed in USD. Negative numbers are shown in red.

About Franklin Resources, Inc.

Franklin Resources, Inc. is a publicly traded holding company specializing in investment management. Operating through its various subsidiaries, the firm provides a comprehensive range of financial services to a diverse clientele, including individual investors, institutions, pension funds, trusts, and partnerships. It designs and offers a suite of mutual funds, spanning strategies in equity, fixed income, balanced portfolios, and multi-asset classes. The company actively allocates capital across public stock markets, bond markets, and alternative investment opportunities. Founded in 1947, Franklin Resources is headquartered in San Mateo, California, with an additional operational center located in Hyderabad, India.

San Mateo, CA

10,000 employees

www.franklinresources.com

Financial Services / Asset Management

Sector: Financial Services
Industry: Asset Management
CEO: Jennifer Johnson

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