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MARKETS / NYSE / OAK-PA
NYSE · INVESTMENT ADVICE · SMALL CAP

Brookfield Oaktree Holdings, LLC OAK-PA

16 fiscal years on record · USD · FY2025 reported · SEC filings only
$679.5M
▼ 12.6% YoY
$249.2M
▼ 19.0% YoY
Growth
USD 679.5M
Revenue, FY2025 · full 16-year series below
Revenue $B Net income $B
FY2025 · Revenue 0.7 · Net income 0.2
0.5B1.0B201020122014201620182020202220242025
Compound annual growth
−14.9%
+9.6%
+12.9%
+8.3%
+7.0%
+8.5%
+13.3%
+2.8%
+6.1%
+2.6%
+4.1%
+24.2%
+0.0%
−0.2%
+14.1%
+15.0%
3 yrs
5 yrs
10 yrs
15 yrs

Revenue compounded at +9.6% a year over five years — but profit grew slower: net income at +8.5%, earnings per share at +6.1%.

Compound annual rates per period — left blank where that exact year isn't on file, the series crosses a loss, or (per-share rows) a split falls inside the window.

Profitability
77 cents
of every revenue dollar became profit
Operating margin Net margin
FY2025 · Operating 77.0% · Net 77.0%
2000%4000%-200%-400%-600%201020122014201620182020202220242025
ROE
FY2025 · ROE 10.7%
20%40%-20%-40%201020122014201620182020202220242025

Each USD of equity produced 11 cents of profit this year.

Cash & shareholders
returned in FY2025 · dividends + net buybacks
Free cash flow $B
FY2024 · FCF -0.5
2.5B5.0B-2.0B-4.0B201020122014201620182020202220242025
Net buybacks $M Dividends $M
FY2015 · Dividends 99.1 · Net buybacks —
80M160M201020112012201320142015

Total assetsUSD 6.8B
EquityUSD 2.3B
CashUSD 190.7M

Equity funds 33% of total assets.

The 16-year record
16 fiscal years
Every figure from documents filed with the SEC · USD
row low → row highnegative
Metric 2025202420232022202120202019201820172016201520142013201220112010
Revenue $B0.70.80.71.11.50.40.91.41.51.10.20.20.20.10.20.2
Operating income $B0.50.80.50.51.20.10.40.50.90.6−1.52.26.26.7−0.35.3
EBITDA $B·0.80.50.51.20.10.40.50.90.6−1.52.26.26.7−0.35.3
Income tax $B0.00.00.00.00.00.00.00.00.20.00.00.00.00.00.00.0
Net income $B0.20.30.20.20.60.20.20.20.20.20.10.10.20.1−0.1−0.0
Free cash flow $B·−0.5−0.7−1.9−2.7−1.1−3.1−0.6−0.4−0.4−1.0−4.35.47.01.13.4
EPS, diluted $1.882.451.801.736.101.401.592.993.613.111.452.976.353.83−4.23−2.18
Dividend / sh $2.102.841.001.864.680.714.962.973.212.252.103.154.712.312.342.17
Payout %··········1391047262−55−100
ROE %10.713.211.612.742.213.111.919.727.625.311.124.756.943.6−51.0·

Slide the table for earlier years · "·" marks a figure not available in our data for that year.

Provenance
Company facts, as filed
How we verify · 0 failures in 47 reconciliationsAUDITED

Reconciled in 16 of 19 fiscal years. 10 checks could not be computed.

EPS recomputationBalance-sheet identityGross profitBalance-sheet liquiditymoeda_consistente0 failures
ActivityInvestment Advice
Listed onNYSE
Incorporated inDelaware
Fiscal year endsDecember 31
Data on record since2010

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