← AFFILIATED MANAGERS GROUP, INC.
| Annual Trend | FY 2016 | FY 2017 | FY 2018 | FY 2019 | FY 2020 | FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | $2.2b |
$2.3b
+5.03%
|
$2.4b
+3.18%
|
$2.2b
-5.84%
|
$2.0b
-9.47%
|
$2.4b
+18.98%
|
$2.3b
-3.43%
|
$2.1b
-11.67%
|
$2.0b
-0.82%
|
$2.1b
+1.64%
|
$2.3b
+9.44%
|
|
| Selling, General and Administrative Expense | $398.1m | $373.1m | $417.7m | $376.8m | $321.4m | $347.1m | $385.5m | $358.2m | $376.5m | $408.6m | $432.9m | |
| Labor and Related Expense | $932.4m | $979.0m | $987.2m | $943.0m | $883.7m | $1.0b | $1.1b | $907.5m | $915.3m | $1.0b | — | |
| Amortization of Intangible Assets | $110.2m | — | — | — | — | — | — | — | — | — | — | |
| Operating Lease, Expense | — | — | — | $45.3m | — | — | — | — | — | — | — | |
| Operating Expenses | $1.5b | $1.5b | $1.7b | $1.6b | $1.5b | $1.6b | $1.7b | $1.5b | $1.5b | $1.8b | $1.7b | |
| Operating Income (Loss) | $705.3m |
$1.1b
+57.08%
|
$713.6m
-35.59%
|
$308.0m
-56.84%
|
$508.4m
+65.06%
|
$1.1b
+124.45%
|
$1.7b
+53.05%
|
$1.1b
-37.51%
|
$923.2m
-15.41%
|
$1.2b
+28.50%
|
$571.4m
-51.83%
|
|
| Other Operating Income (Expense), Net | — | — | — | — | — | — | — | — | ($40.3m) | ($69.8m) | — | |
| Interest Expense | $89.4m | $85.3m | $80.6m | $76.2m | $92.3m | $111.4m | $114.4m | $123.8m | $133.3m | $136.5m | $146.8m | |
| Income (Loss) from Equity Method Investments | $328.8m | $302.2m | ($200k) | ($338.0m) | ($43.4m) | $242.5m | $338.1m | $280.0m | $312.7m | $462.9m | — | |
| Nonoperating Income (Expense) | ($59.5m) | ($40.8m) | — | — | — | — | — | — | — | — | — | |
| Other expenses (net) | $43.3m | $58.0m | $69.7m | $57.0m | $52.8m | $73.5m | $34.7m | $45.8m | $40.3m | $69.8m | — | |
| Equity method income (net) | $328.8m | $302.2m | ($200k) | ($338.0m) | ($43.4m) | $242.5m | $338.1m | $280.0m | $312.7m | $462.9m | — | |
| Investment and other income | ($33.8m) | ($60.0m) | $27.4m | $25.2m | $34.1m | $117.6m | $110.3m | $117.1m | $77.4m | $83.1m | — | |
| Income (Loss) from Continuing Operations before Income Taxes, Domestic | $688.1m | $756.5m | $637.3m | $152.2m | $446.1m | $698.2m | $639.0m | $782.3m | $678.5m | $1.0b | $1.4b | |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest | $974.6m | $1.1b | $713.6m | $308.0m | $508.4m | $1.1b | $1.7b | $1.1b | $923.2m | $1.2b | $1.4b | |
| Current Income Tax Expense (Benefit) | $176.3m | $182.0m | $129.4m | $58.7m | $54.6m | $159.8m | $326.3m | $153.9m | $122.0m | $198.5m | $335.7m | |
| Income Tax Expense (Benefit) | $235.6m | $58.4m | $181.3m | $2.9m | $81.4m | $251.0m | $358.3m | $185.3m | $182.6m | $282.3m | $335.7m | |
| Net Income (Loss) Attributable to Parent | $472.8m |
$689.5m
+45.83%
|
$243.6m
-64.67%
|
$15.7m
-93.56%
|
$202.2m
+1187.90%
|
$565.7m
+179.77%
|
$1.1b
+102.56%
|
$672.9m
-41.28%
|
$511.6m
-23.97%
|
$716.6m
+40.07%
|
$856.3m
+19.49%
|
|
| Net Income (Loss) Attributable to Noncontrolling Interest | — | — | — | — | — | $324.4m | $242.2m | $233.2m | $229.0m | $187.4m | $856.3m | |
| Noncontrolling Interest in Net Income (Loss) Other Noncontrolling Interests, Redeemable | $266.2m | $319.2m | $288.7m | $289.4m | $224.8m | — | — | — | — | — | — | |
| Earnings Per Share, Basic | $8.73 | $12.30 | $4.55 | $0.31 | $4.34 | $13.65 | $29.77 | $19.18 | $16.45 | $25.18 | $30.91 | |
| Earnings Per Share, Diluted | $8.57 | $12.03 | $4.52 | $0.31 | $4.33 | $13.05 | $25.35 | $17.42 | $15.13 | $22.74 | $28.49 | |
| Weighted Average Number of Shares Outstanding, Basic | 54.2m | 56.0m | 53.6m | 50.5m | 46.5m | 41.5m | 38.5m | 35.1m | 31.1m | 28.5m | 27.4m | |
| Average shares outstanding (basic) (in shares) | 54.2m | 56.0m | 53.8m | 50.6m | 46.7m | 44.8m | 49.0m | 42.2m | 36.1m | 33.0m | — | |
| Weighted Average Number of Shares Outstanding, Diluted | 57.0m | 58.6m | 53.8m | 50.6m | 46.7m | 44.8m | 49.0m | 42.2m | 36.1m | 33.0m | 30.5m | |
| Additional Financial Items | ||||||||||||
| Goodwill, Impairment Loss | $0 | — | — | — | — | — | — | — | — | — | — | |
| Other Cost and Expense, Operating | $29.1m | $40.5m | $69.7m | $57.0m | $52.8m | $73.5m | $34.7m | $45.8m | — | — | — | |
| Compensation and related expenses | $932.4m | $979.0m | $987.2m | $943.0m | $883.7m | $1.0b | $1.1b | $907.5m | $915.3m | $1.0b | — | |
| Intangible amortization and impairments | $110.2m | $86.4m | $114.8m | $144.5m | $140.5m | $35.7m | $51.6m | $48.3m | $29.0m | $160.3m | — | |
| Depreciation and other amortization | $19.5m | $20.3m | $22.0m | $21.3m | $19.1m | $16.6m | $15.8m | $13.0m | $13.4m | $10.4m | $137.0m | |
| Affiliate transaction gains | — | — | — | — | — | $0 | $641.9m | $133.1m | $0 | $371.3m | — | |
| Total consolidated expenses | $1.5b | $1.5b | $1.7b | $1.6b | $1.5b | $1.6b | $1.7b | $1.5b | $1.5b | $1.8b | — |
Values abbreviated: b = billions, m = millions, k = thousands. Per share data in USD.