FINHUB Insights

BEN · Q1 FY26 · Oct 1 – Dec 31, 2025

Franklin Resources Q1 FY26: where the revenue came from and where it went

Franklin Resources Q1 FY26: revenue $2.3B (+3% year over year). Net profit $0.26B. Largest cohort Investment advisory $1.8B. The whole income statement as a sankey diagram from the SEC filing.

Period
Oct 1 – Dec 31, 2025
Reported
Jan 30, 2026 10-Q
Sankey diagram of Franklin Resources's income statement for Q1 FY26: revenue of $2.33 billion splits into segments and flows out into costs, taxes and net profit.

Tap the diagram to enlarge · figures in billions of dollars

Revenue$2.33B +3% year over year
Gross profit$1.02B 44% margin
Operating profit$0.28B 12% margin
Net profit$0.26B 11% margin

The numbers

All figures in billions of U.S. dollars, for Q1 FY26 (period ends Dec 31, 2025).
ItemValueShare of revenueYear over year
Revenue 2.33 100% +3%
Investment advisory 1.85 79% +3%
Sales & distribution fees 0.39 17% +4%
Shareholder service 0.07 3% +12%
Service other 0.02 1% +47%
Cost of revenue−1.3156%
Gross profit1.0244% margin+3pp
Sales & marketing−0.5423%+0pp
G&A−0.208%+0pp
Operating profit0.2812% margin+2pp
Tax−0.11
Net profit0.2611%+4pp
Filing on EDGAR More quarters of BEN

Source of the numbers: structured XBRL data from the filing (10-Q). The diagram is generated automatically and checked against EDGAR before release. How we calculate it → About and methodology.