Franklin Resources, Inc. (BEN)
Select a metric from the list below to chart it
Sep '85
Sep '92
Sep '99
Sep '06
Sep '13
Sep '20
| Income Statement | Sep '14 | Sep '15 | Sep '16 | Sep '17 | Sep '18 | Sep '19 | Sep '20 | Sep '21 | Sep '22 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 8,491.4 | 7,948.7 | 6,618.0 | 6,392.2 | 6,319.1 | 5,774.5 | 5,566.5 | 8,425.5 | 8,275.3 | 8,018.4 | |
| Revenue % Chg. | 6.3% | -6.4% | -16.7% | -3.4% | -1.1% | -8.6% | -3.6% | 51.4% | -1.8% | -7.3% | |
| Cost of Revenue | 4,556.1 | 4,215.6 | 3,570.8 | 3,464.6 | 3,430.3 | 3,404.3 | 3,577.0 | 5,077.1 | 4,935.4 | 4,601.9 | |
| Cost of Revenue % Chg. | 2.9% | -7.5% | -15.3% | -3.0% | -1.0% | -0.8% | 5.1% | 41.9% | -2.8% | -10.8% | |
| Gross Profit | 3,935.3 | 3,733.1 | 3,047.2 | 2,927.6 | 2,888.8 | 2,370.2 | 1,989.5 | 3,348.4 | 3,339.9 | 3,416.5 | |
| Gross Profit % Chg. | 10.6% | -5.1% | -18.4% | -3.9% | -1.3% | -18.0% | -16.1% | 68.3% | -0.3% | -2.3% | |
| Gross Profit Margin | 46.3% | 47.0% | 46.0% | 45.8% | 45.7% | 41.0% | 35.7% | 39.7% | 40.4% | 42.6% | |
| Gross Profit Margin % Chg. | 4.0% | 1.3% | -2.0% | -0.5% | -0.2% | -10.2% | -12.9% | 11.2% | 1.6% | 5.5% | |
| Selling, General, & Admin Expenses | 714.1 | 705.5 | 681.5 | 663.3 | 770.2 | 812.8 | 2,589.6 | 1,241.4 | 1,284.0 | 2,018.3 | |
| Selling, General, & Admin Expenses % Chg. | 12.1% | -1.2% | -3.4% | -2.7% | 16.1% | 5.5% | 218.6% | -52.1% | 3.4% | 62.6% | |
| Other Expenses | — | — | — | — | — | — | -1,649.0 | 232.0 | 282.0 | -12.0 | |
| Other Expenses % Chg. | — | — | — | — | — | — | — | — | 21.6% | — | |
| Operating Income | 3,221.2 | 3,027.6 | 2,365.7 | 2,264.3 | 2,118.6 | 1,557.4 | 1,048.9 | 1,875.0 | 1,773.9 | 1,410.2 | |
| Operating Income % Chg. | 10.3% | -6.0% | -21.9% | -4.3% | -6.4% | -26.5% | -32.7% | 78.8% | -5.4% | -30.3% | |
| Operating Income Margin | 37.9% | 38.1% | 35.7% | 35.4% | 33.5% | 27.0% | 18.8% | 22.3% | 21.4% | 17.6% | |
| Operating Income Margin % Chg. | 3.7% | 0.4% | -6.2% | -0.9% | -5.4% | -19.6% | -30.1% | 18.1% | -3.7% | -24.8% | |
| Total Other Income/Expenses Net | 188.4 | 0.8 | 134.1 | 284.8 | 96.6 | 90.4 | -31.0 | 569.2 | -44.5 | -147.6 | |
| Total Other Income/Expenses Net % Chg. | 78.9% | -99.6% | 16662.5% | 112.4% | -66.1% | -6.4% | — | — | — | — | |
| Income Before Tax | 3,409.6 | 3,028.4 | 2,499.8 | 2,549.1 | 2,215.2 | 1,647.8 | 1,017.9 | 2,444.2 | 1,729.4 | 1,262.6 | |
| Income Before Tax % Chg. | 12.7% | -11.2% | -17.5% | 2.0% | -13.1% | -25.6% | -38.2% | 140.1% | -29.2% | -51.5% | |
| Income Before Tax Margin | 40.2% | 38.1% | 37.8% | 39.9% | 35.1% | 28.5% | 18.3% | 29.0% | 20.9% | 15.7% | |
| Income Before Tax Margin % Chg. | 5.9% | -5.1% | -0.9% | 5.6% | -12.1% | -18.6% | -35.9% | 58.6% | -28.0% | -47.6% | |
| Income Tax Expense | 997.9 | 923.7 | 742.1 | 759.4 | 1,472.5 | 442.3 | 230.8 | 349.6 | 396.2 | 305.4 | |
| Income Tax Expense % Chg. | 16.6% | -7.4% | -19.7% | 2.3% | 93.9% | -70.0% | -47.8% | 51.5% | 13.3% | -14.7% | |
| Net Income | 2,384.3 | 2,035.3 | 1,726.7 | 1,696.7 | 764.4 | 1,195.7 | 798.9 | 1,831.2 | 1,291.9 | 1,004.3 | |
| Net Income % Chg. | 10.9% | -14.6% | -15.2% | -1.7% | -54.9% | 56.4% | -33.2% | 129.2% | -29.5% | -48.2% | |
| Net Income Margin | 28.1% | 25.6% | 26.1% | 26.5% | 12.1% | 20.7% | 14.4% | 21.7% | 15.6% | 12.5% | |
| Net Income Margin % Chg. | 4.3% | -8.8% | 1.9% | 1.7% | -54.4% | 71.2% | -30.7% | 51.4% | -28.2% | -44.1% | |
| Weighted Avg. Shares Out | 624.8 | 614.8 | 583.8 | 558.8 | 537.4 | 503.6 | 491.9 | 489.9 | 489.9 | 488.7 | |
| Weighted Avg. Shares Out % Chg. | -1.3% | -1.6% | -5.0% | -4.3% | -3.8% | -6.3% | -2.3% | -0.4% | — | -0.2% | |
| EPS | 3.8 | 3.3 | 2.9 | 3.0 | 1.4 | 2.4 | 1.6 | 3.6 | 2.6 | 2.0 | |
| EPS % Chg. | 12.5% | -13.2% | -10.6% | 2.4% | -53.8% | 69.1% | -32.3% | 125.2% | -26.3% | -48.4% | |
| Weighted Avg. Shares Out Dil | 625.2 | 614.9 | 583.8 | 559.1 | 538.0 | 504.3 | 492.4 | 490.6 | 490.6 | 489.2 | |
| Weighted Avg. Shares Out Dil % Chg. | -1.4% | -1.6% | -5.1% | -4.2% | -3.8% | -6.3% | -2.4% | -0.4% | — | -0.2% | |
| EPS Diluted | 3.8 | 3.3 | 2.9 | 3.0 | 1.4 | 2.4 | 1.6 | 3.6 | 2.6 | 2.0 | |
| EPS Diluted % Chg. | 12.5% | -13.2% | -10.6% | 2.4% | -53.8% | 69.1% | -32.3% | 124.5% | -26.3% | -48.1% | |
| Interest Income | 9.1 | 10.8 | 36.5 | 74.9 | 76.5 | 31.0 | 14.3 | 8.8 | — | — | |
| Interest Income % Chg. | 21.3% | 18.7% | 238.0% | 105.2% | 2.1% | -59.5% | -53.9% | -38.5% | — | — | |
| Interest Expense | 47.4 | 39.6 | 49.9 | 51.5 | 48.7 | 24.7 | 33.4 | 85.4 | 98.2 | 109.8 | |
| Interest Expense % Chg. | 1.1% | -16.5% | 26.0% | 3.2% | -5.4% | -49.3% | 35.2% | 155.7% | 15.0% | 46.4% | |
| EBIT | 3,371.3 | 2,999.6 | 2,486.4 | 2,572.5 | 2,243.0 | 1,654.1 | 998.8 | 2,367.6 | 1,631.2 | 1,152.8 | |
| EBIT % Chg. | 12.9% | -11.0% | -17.1% | 3.5% | -12.8% | -26.3% | -39.6% | 137.0% | -31.1% | -54.4% | |
| EBIT Margin | 39.7% | 37.7% | 37.6% | 40.2% | 35.5% | 28.6% | 17.9% | 28.1% | 19.7% | 14.4% | |
| EBIT Margin % Chg. | 6.1% | -5.0% | -0.4% | 7.1% | -11.8% | -19.3% | -37.4% | 56.6% | -29.9% | -50.8% | |
| Depreciation & Amortization | 94.6 | 97.4 | 87.1 | 80.3 | 76.4 | 93.4 | 128.5 | 310.6 | 377.8 | 405.4 | |
| Depreciation & Amortization % Chg. | 1.2% | 3.0% | -10.6% | -7.8% | -4.9% | 22.3% | 37.6% | 141.7% | 21.6% | 30.2% | |
| EBITDA | 3,465.9 | 3,097.0 | 2,573.5 | 2,652.8 | 2,319.4 | 1,747.5 | 1,127.3 | 2,678.2 | 2,009.0 | 1,558.2 | |
| EBITDA % Chg. | 12.5% | -10.6% | -16.9% | 3.1% | -12.6% | -24.7% | -35.5% | 137.6% | -25.0% | -45.1% | |
| EBITDA Margin | 40.8% | 39.0% | 38.9% | 41.5% | 36.7% | 30.3% | 20.3% | 31.8% | 24.3% | 19.4% | |
| EBITDA Margin % Chg. | 5.8% | -4.5% | -0.2% | 6.7% | -11.6% | -17.6% | -33.1% | 57.0% | -23.6% | -40.8% |