PhenixFIN Corporation functions as a Business Development Company BDC concentrating its investment efforts on privately arranged debt and equity instruments issued by small and midsized businesses The firms primary geographical focus is North America It targets private debt investments in companies with enterprise or asset values ranging from 25 million to 250 million with individual debt investment sizes typically falling between 10 million and 50 million Its investment structures encompass first lien senior secured loans second lien senior secured loans senior secured notes senior subordinated notes subordinate notes and unitranche loans Additionally PhenixFIN often seeks warrants or other forms of equity participation for potential upside Under specific conditions the company may also coinvest in privately negotiated transactions While PhenixFIN typically holds investments for three to seven years often until maturity or repayment it retains the flexibility to divest earlier Beyond providing capital the firm may actively engage with its portfolio companies by securing board representation and offering managerial assistance PhenixFIN invests across a wide array of sectors including Business services Buildings and real estate Automotive Oil and gas Aerospace and defense Home and office furnishings housewares and durable consumer products Healthcare education and childcare Personal food and miscellaneous services Retail stores Diversified or conglomerate manufacturing Telecommunications Mining steel iron and nonprecious metals Leisure amusement motion pictures and entertainment Chemicals plastics and rubber Finance Personal and nondurable consumer products manufacturing only Beverage food and tobacco Containers packaging and glass Structured finance securities Machinery excluding agriculture construction and electrical types Diversified or conglomerate services Restaurant and franchise operations Electronics Cargo transport PhenixFIN Corporation was founded in 2010 and maintains its headquarters in New York New York
Recent Earnings Surprises
Date
Actual EPS
Estimated EPS
Surprise
2026-05-05
$0.37
$0.45
-17.8%
2026-02-09
$1.07
$0.39
+174.4%
2025-12-12
$0.69
$0.24
+187.5%
2025-08-06
$0.58
$0.54
+7.4%
Financial Ratios (TTM)
Gross Margin
77.61%
Operating Margin
15.66%
Net Margin
-4.38%
ROA
0.00%
Price to Book
0.00
Price to Sales
3.45
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