Net Income CAGR:47.63%(TTM)
Based on reported financial statement history.
Over longer horizons, Net Income CAGR averages 125.14% over 3 years and 22.49% over 5 years.The TTM figure compares the trailing 12 months (sum of the latest four quarters) with the 12 months before that. Rows in the history table compare fiscal years, and the quarterly table compares single quarters; the three measure different windows and will differ. Net income CAGR shows how the company's bottom-line profitability has grown. This reflects the company's ability to convert revenue into profits after all expenses.
FT Net Income CAGR Chart
Franklin Universal Trust (FT)
FT Quarterly Net Income Growth (YoY)
Net Income growth vs the same quarter one year earlier, last 20 quarters.
FT Net Income CAGR History
| Year | Start Net Income | End Net Income | Change | % Change | CAGR |
|---|---|---|---|---|---|
| 2025 | $34.15M | $19.22M | $-14.93M | -43.71% | -43.71% |
| 2024 | $-3.84M | $34.15M | +$37.99M | N/A | N/A |
| 2023 | $-7.39M | $-3.84M | +$3.55M | N/A | N/A |
| 2022 | $30.86M | $-7.39M | $-38.25M | -123.95% | N/A |
| 2021 | $-1.51M | $30.86M | +$32.37M | N/A | N/A |
| 2020 | $24.15M | $-1.51M | $-25.66M | -106.27% | N/A |
| 2019 | $3.48M | $24.15M | +$20.66M | +593.44% | +593.44% |
| 2018 | $23.93M | $3.48M | $-20.45M | -85.45% | -85.45% |
| 2017 | $25.66M | $23.93M | $-1.73M | -6.73% | -6.73% |
| 2016 | $-19.02M | $25.66M | +$44.67M | N/A | N/A |
| 2015 | $30.33M | $-19.02M | $-49.34M | -162.70% | N/A |
| 2014 | $14.95M | $30.33M | +$15.37M | +102.79% | +102.79% |
| 2013 | $26.43M | $14.95M | $-11.48M | -43.42% | -43.42% |
| 2012 | $19.14M | $26.43M | +$7.29M | +38.09% | +38.09% |
| 2011 | $29.47M | $19.14M | $-10.33M | -35.05% | -35.05% |
| 2010 | $-16.32M | $29.47M | +$45.79M | N/A | N/A |
| 2009 | $-200.00K | $-16.32M | $-16.12M | N/A | N/A |
| 2008 | $20.06M | $-200.00K | $-20.26M | -101.00% | N/A |
| 2007 | $11.16M | $20.06M | +$8.90M | +79.75% | +79.75% |
| 2006 | $29.18M | $11.16M | $-18.02M | -61.75% | -61.75% |
| 2005 | $32.54M | $29.18M | $-3.36M | -10.33% | -10.33% |
| 2004 | $29.05M | $32.54M | +$3.49M | +12.01% | +12.01% |
| 2003 | $-38.74M | $29.05M | +$67.79M | N/A | N/A |
| 2002 | $-2.43M | $-38.74M | $-36.31M | N/A | N/A |
Quarterly Net Income: QoQ & YoY
| Quarter | Value | QoQ | YoY |
|---|---|---|---|
| Q2 2026 | $21.49M | +92.0% | +175.4% |
| Q4 2025 | $11.19M | +39.3% | +243.9% |
| Q2 2025 | $8.03M | -69.5% | — |
| Q4 2024 | $26.35M | +237.8% | — |
| Q2 2024 | $7.80M | +139.8% | — |
| Q4 2023 | $3.25M | — | -84.0% |
| Q2 2023 | -$7.09M | -29.8% | — |
| Q4 2022 | -$5.47M | -183.9% | -318.6% |
| Q2 2022 | -$1.93M | — | — |
| Q4 2021 | $20.36M | +93.8% | +32.8% |
| Q2 2021 | $10.50M | — | +19.2% |
| Q4 2020 | -$1.31M | — | — |
| Q2 2020 | -$208,914 | — | +96.1% |
| Q4 2019 | $15.33M | +74.0% | +76.0% |
| Q2 2019 | $8.81M | -0.9% | -42.1% |
| Q4 2018 | $8.90M | — | -71.3% |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier.
About Franklin Universal Trust
Established on September 23, 1988, Franklin Universal Trust operates as a U.S.-domiciled, closed-end balanced mutual fund. It was initiated by Franklin Resources, Inc. and is actively managed by Franklin Advisers, Inc. The fund directs its capital towards the public equity and fixed income markets throughout the United States, specifically focusing its equity investments on the utility sector. Employing fundamental analysis, it constructs a diverse portfolio comprising corporate debt instruments and dividend-yielding utility stocks. For performance evaluation, the trust measures its equity holdings against the S&P 500 Electric Utilities Index, while its fixed income components are benchmarked against the Credit Suisse High Yield.
- Sector
- Financial Services
- Industry
- Asset Management
- CEO
- Rupert Harris Johnson Jr.