FINHUB Insights

BEN · Q4 FY25 · Jul 1 – Sep 30, 2025

Franklin Resources Q4 FY25: where the revenue came from and where it went

Franklin Resources Q4 FY25: revenue $2.3B (+6% year over year). Net profit $0.1B. Largest cohort Investment Advisory Management… $1.9B. The whole income statement as a sankey diagram from the SEC filing.

Period
Jul 1 – Sep 30, 2025
Reported
Nov 10, 2025 10-K
Sankey diagram of Franklin Resources's income statement for Q4 FY25: revenue of $2.3 billion splits into segments and flows out into costs, taxes and net profit.

Tap the diagram to enlarge · figures in billions of dollars

Revenue$2.3B +6% year over year
Operating profit$0.1B 4% margin
Net profit$0.1B 5% margin

The numbers

All figures in billions of U.S. dollars, for Q4 FY25 (period ends Sep 30, 2025).
ItemValueShare of revenueYear over year
Revenue 2.3 100% +6%
Investment Advisory Management… 1.9 83% +6%
Sales and Distribution Fees 0.4 17% +4%
Shareholder Service 0.1 4% +18%
Sales & marketing−0.522%+0pp
G&A−0.210%+1pp
Other−1.565%+0pp
Operating profit0.14% margin+10pp
Tax−0.1
Net profit0.15%+9pp
Filing on EDGAR More quarters of BEN

Source of the numbers: structured XBRL data from the filing (10-K). The diagram is generated automatically and checked against EDGAR before release. The fourth quarter has no column of its own in an annual report, so it is the full year minus the first nine months. How we calculate it → About and methodology.