SuperworthWestwood profit margin WHG
Gross, operating and net profit as a share of revenue over the last twelve months, from 2011.
- Net margin, 12 months
- 7.7%
- Operating margin, 12 months
- 4.7%
- Net margin on a year earlier
- +3.8 pts
- Peer median
- 10.5%
Over the twelve months to Jun 30, 2026, Westwood kept 7.7% of its revenue as net profit, with an operating margin of 4.7%.
Five years earlier its net margin was −3.5%.
The median for 7 asset managers of a similar size is 10.5%.
Profit margin over time
Fiscal year by fiscal year
| Fiscal year | Net margin | Operating margin |
|---|---|---|
| FY2025 | 7.2% | 5.1% |
| FY2024 | 2.3% | 0.9% |
| FY2023 | 11.8% | 6.7% |
| FY2022 | −6.8% | −7.2% |
| FY2021 | 13.3% | 8.1% |
| FY2020 | −13.7% | −5.3% |
| FY2019 | 7.0% | 5.5% |
| FY2018 | 21.9% | 29.4% |
| FY2017 | 14.9% | 25.3% |
| FY2016 | 18.4% | n/a |
| FY2015 | 20.7% | n/a |
| FY2014 | 24.1% | n/a |
| FY2013 | 19.4% | n/a |
| FY2012 | 15.6% | n/a |
| FY2011 | 21.3% | n/a |
Quarter by quarter
| Quarter | Ended | Net margin, 12 months | Change on a year | Operating margin |
|---|---|---|---|---|
| Q2 FY26 | 7.7% | +3.8 pts | 4.7% | |
| Q1 FY26 | 7.4% | +6.9 pts | 3.6% | |
| Q4 FY25 | 7.2% | +4.9 pts | 5.1% | |
| Q3 FY25 | 7.5% | +4.6 pts | 5.5% | |
| Q2 FY25 | 3.9% | −3.7 pts | 3.0% | |
| Q1 FY25 | 0.5% | −12.8 pts | −2.3% | |
| Q4 FY24 | 2.3% | −9.5 pts | 0.9% | |
| Q3 FY24 | 2.9% | −2.7 pts | 1.2% | |
| Q2 FY24 | 7.6% | +8.5 pts | 0.2% | |
| Q1 FY24 | 13.4% | +18.8 pts | 8.9% | |
| Q4 FY23 | 11.8% | +18.6 pts | 6.7% | |
| Q3 FY23 | 5.7% | +3.7 pts | −0.8% |
Against its peers
Companies in Asset Management nearest Westwood's size, closest first, today.
| Company | Profit margin |
|---|---|
| WHGWestwood | 7.7% |
| SAMGSilvercrest Asset Management | 0.7% |
| JYNTJOINT | 6.5% |
| HNNAHennessy Advisors | 24.8% |
| VRTSVirtus Investment Partners | 14.5% |
| ABXAbacus Global Management | 10.5% |
| RPCRidgepost Capital | 8.7% |
| GROWU S Global Investors | 29.8% |
| Peer median | 10.5% |
Where Westwood ranks
What the profit margin tells you
Profit as a share of revenue at three levels: gross (after making the product), operating (after running the business) and net (after everything, including tax and interest).
Compare within an industry. 10% is superb for a retailer and poor for a software company.
More on Westwood
Valuation data, not investment advice. Prices as of . Reported figures come from the company's filings with the SEC.