Beneficient (BENF) KPIs and segments
Close on Nov 12, 2026Market cap $10.09MP/E –Yield –
KPIs & segments
Operating metrics and segments that drive Beneficient's business
Beneficient's revenue by segment, product and region, plus the counts and sizes it tags in its 10-K and 10-Q filings (XBRL). Each figure links to the filing it came from. A fuller KPI sheet built from earnings releases and presentations is on the way. See the segment tables for a trailing-twelve-month view, or how companies compare on operating metrics.
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Beneficient's fiscal year ends March 31 — Q1 FY27 = CQ2 2026 (calendar quarter).
| Add to chart | Metric | Q1 FY27 CQ2 2026 | Q4 FY26 CQ1 2026 | Q3 FY26 CQ4 2025 | Q2 FY26 CQ3 2025 | Q1 FY26 CQ2 2025 | Q4 FY25 CQ1 2025 | Q3 FY25 CQ4 2024 | Q2 FY25 CQ3 2024 | Q1 FY25 CQ2 2024 | Q4 FY24 CQ1 2024 | Q3 FY24 CQ4 2023 | Q2 FY24 CQ3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Customer ExAlt Trusts($M) | 15.9 | -25.5 | -2.78 | -12.9 | 4.32 | 9.11 | 9.85 | -11.2 | -41.9 | ||||
Ben Liquidity($M) | 8.22 | 7.90 | 8.19 | 8.50 | 8.84 | 8.46 | 11.3 | 12.0 | 10.8 | 10.6 | 11.3 | 13.0 | |
Ben Custody($M) | 2.50 | 2.54 | 2.94 | 3.08 | 4.18 | 5.40 | 5.41 | 5.39 | 5.38 | 5.57 | 5.90 | 6.49 | |
Earlier reporting (last reported 2023)1 | |||||||||||||
Ben Liquidity($M) | 7.35 | -19.7 | -29.2 | -0.82 | -6.02 | -12.3 | -2.85 | 2.91 | -0.51 | -29.4 | -606 | -272 | |
Ben Custody($M) | 1.35 | 0.55 | 1.99 | 2.29 | 3.13 | 4.17 | 3.51 | 4.33 | 1.29 | -50.0 | -268 | -80.8 | |
Corporate & Other($M) | -10.6 | -45.9 | 35.8 | -9.56 | -73.5 | -8.49 | -8.94 | -16.4 | 44.1 | -20.2 | -25.2 | ||
Customer ExAlt Trusts($M) | -27.0 | -48.9 | -67.0 | -44.6 | -54.0 | -71.7 | -35.5 | -31.5 | -29.6 | -82.0 | -49.4 | -78.3 | |
Customer ExAlt Trusts($M) | 231 | 211 | 226 | 263 | 280 | 308 | 353 | 353 | 351 | 349 | 408 | 464 | |
Ben Liquidity($M) | 186 | 170 | 189 | 224 | 233 | 245 | 262 | 262 | 258 | 262 | 301 | 903 | |
Ben Custody($M) | 29.9 | 28.3 | 29.7 | 28.8 | 28.7 | 26.8 | 28.8 | 29.4 | 29.7 | 31.3 | 87.3 | 363 | |
Earlier reporting (last reported 2023)1 | |||||||||||||
Italic numbers are calculated by StockData from reported figures (hover for the formula). Numbers with a dotted underline are read from the text of earnings releases and presentations; hover to see the exact sentence. Tick a row to add it to the chart above (up to 8 lines).
Methodology and excluded metrics
- Core rows come from the segment and revenue-disaggregation notes of 10-K and 10-Q filings (XBRL), linked to each filing. Fourth-quarter figures are the fiscal year less the first nine months (shown in italic).
Data updated 2026-08-14.
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