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Last updated: April 2026

PHNX FINANCIAL STATEMENTS

Phoenix Group Holdings PLC — balance sheet, income statement and cash flow trends

PHNXPhoenix Group Holdings PLC

🇬🇧 UK · LSE · Financial Services · Insurance - Life

Value itDuel
PriceFinancialsPeers

Income Statement

Quarterly progression — trailing-twelve-month values
RevenueNet Income
010 B20 B202020212022202320242025

Profit Funnel

Q1 2025 · TTM
Revenue18.2 B £Gross Profit18.2 B £ · 100%Operating Income20 M £ · 0%Pre-tax Income20 M £ · 0%Net Income-443 M £ · -2%

Percentages are relative to revenue.

Key Figures

YoY change
Revenue18.2 B £+122.6%
Gross Profit18.2 B £+122.6%
Operating Income20 M £—
EBITDA313 M £—
Net Income-443 M £—

Peer Comparison· Insurance - Life

CompanyRev. GrowthGross MarginEBITDA MarginNet Margin
PHNX———-2.4%
SNFCA———20.8%
ANHYT————
BHF———-1.2%
GNW———3.2%
FG———9.1%
Industry median———9.1%
CompanyRev. GrowthGross MarginEBITDA MarginNet Margin
PHNX———-2.4%
PRU———14.3%
Industry median———9.1%

Balance Sheet

Quarterly period-end values
Total AssetsTotal LiabilitiesEquity
0100 B200 B300 B202020212022202320242025

Capital Structure

Q1 2025
Total Assets332.2 B
  • Equity244 M £0%
  • Long-term Liabilities331.4 B £100%

Key Figures

YoY change
Total Assets332.2 B £+19.1%
Total Liabilities331.4 B £+20.8%
Total Equity244 M £-94.1%
Cash & ST Investments7.3 B £+2,917.4%
Total Debt3.8 B £-17.1%
Net Debt-3.5 B £—

Peer Comparison· Insurance - Life

CompanyCurrent RatioDebt/EquityNetDebt/EBITDAEquity/Assets
PHNX—1,552.0%-11.230.1%
SNFCA7.1925.6%-1.5826.9%
ANHYT1.180.0%—2.4%
BHF1.1656.7%14,127.502.3%
GNW1.9017.1%-12.1910.2%
FG2.6748.5%-18.204.6%
Industry median5.6748.3%-1.584.8%
CompanyCurrent RatioDebt/EquityNetDebt/EBITDAEquity/Assets
PHNX—1,552.0%-11.230.1%
PRU—30.0%-0.319.5%
Industry median5.6748.3%-1.584.8%

Cash Flow Statement

Quarterly progression — trailing-twelve-month values
Operating Cash FlowCapital ExpendituresFree Cash Flow
02.5 B5 B202020212022202320242025

Cash Flow Bridge

Q1 2025 · TTM
02 B4 B3.8 B £Operating-32 M £Investing-947 M £Financing2.9 B £Net Change

Key Figures

YoY change
Operating Cash Flow3.8 B £+344.1%
Capital Expenditures10 M £—
Free Cash Flow3.8 B £+344.1%
Dividends Paid548 M £+10.5%

Peer Comparison· Insurance - Life

CompanyCF MarginFCF MarginCapEx RatioCF/Net Income
PHNX21.1%21.1%0.1%-868.2%
SNFCA41.1%40.3%0.9%197.9%
ANHYT———100.0%
BHF-8.6%-8.6%0.0%721.5%
GNW5.6%5.6%0.0%177.8%
FG82.5%82.3%0.2%904.9%
Industry median19.9%18.0%0.0%147.7%
CompanyCF MarginFCF MarginCapEx RatioCF/Net Income
PHNX21.1%21.1%0.1%-868.2%
PRU8.2%7.8%0.4%57.2%
Industry median19.9%18.0%0.0%147.7%

Amounts are in the company’s reporting currency. Peer comparison tables use ratio-based metrics so currency differences do not distort the picture.

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Data on this page refreshes once per day. Price data as of Feb 27, 26. This content is for informational purposes only and is not investment advice.