Beneficient (BENFW) Financial Statements (2026 and earlier)

Company Profile

Business Address 325 N. SAINT PAUL STREET
DALLAS, TX 75201
State of Incorp. NV
Fiscal Year End March 31
Industry (SIC) 6199 - Finance Services (benchmarking)
More info Complete Financial Analysis Financial Benchmarking

Balance Sheet (Statement of Financial Position) ($ in thousands)

12/31/2025
MRQ
3/31/2025
3/31/2024
3/31/2023
ASSETS
Current Assets
Cash, cash equivalents, and short-term investments1,3467,9138,726
Cash and cash equivalent1,3467,9138,726
Deferred costs  3437,778
Total current assets:1,3468,25616,504
Noncurrent Assets
Property, plant, and equipment, after accumulated depreciation, depletion, and amortization 1,7322,3284,344
Intangible asset, including goodwill, after accumulated amortization13,01416,7062,371,026
Goodwill9,91413,6062,367,926
Intangible asset, excluding goodwill, after accumulated amortization3,1003,1003,100
Total noncurrent assets:14,74619,0342,375,370
Other undisclosed assets338,783341,211518,821
TOTAL ASSETS:354,875368,5012,910,695
LIABILITIES AND EQUITY
Liabilities
Current Liabilities
Noncurrent Liabilities
Other undisclosed liabilities299,274309,567231,789
Total liabilities:299,274309,567231,789
Temporary equity, including noncontrolling interest90,526251,0521,930,712
Equity
Equity, attributable to parent(167,009)(234,352)6,456
Treasury stock, value(3,444)(3,444)(3,444)
Additional paid in capital1,844,4891,848,068 
Accumulated other comprehensive income (loss)(2)2769,900
Accumulated deficit(2,008,052)(2,059,214) 
Receivable from shareholders or affiliates for issuance of capital stock  (20,038) 
Equity, attributable to noncontrolling interest132,07642,231142,214
Other undisclosed equity83599,524
Total equity:(34,925)(192,118)748,194
TOTAL LIABILITIES AND EQUITY:354,875368,5012,910,695

Income Statement (P&L) ($ in thousands)

12/31/2025
TTM
3/31/2025
3/31/2024
3/31/2023
Revenues(7,943)(98,696)(104,903)
Revenues, excluding interest and dividends(6,500)4,791(54,010)
Gross profit:(7,943)(98,696)(104,903)
Operating expenses(16,242)(2,549,850)(148,269)
Operating loss:(24,185)(2,648,546)(253,172)
Interest and debt expense  (8,846)(15,471)
Loss from continuing operations before equity method investments, income taxes:(24,185)(2,657,392)(268,643)
Income from equity method investments   
Other undisclosed income (loss) from continuing operations before income taxes23,462  
Loss from continuing operations before income taxes:(723)(2,657,392)(268,643)
Income tax expense (benefit)(80)(788)1,072
Loss from continuing operations:(803)(2,658,180)(267,571)
Other undisclosed net income   15,471
Net loss:(803)(2,658,180)(252,100)
Net income attributable to noncontrolling interest69,789579,332136,942
Other undisclosed net loss attributable to parent (16,793)(15,822)
Net income (loss) attributable to parent:68,986(2,095,641)(130,980)
Other undisclosed net loss available to common stockholders, basic(17,824)  
Net income (loss) available to common stockholders, basic:51,162(2,095,641)(130,980)
Other undisclosed net loss available to common stockholders, diluted(17,051)  
Net income (loss) available to common stockholders, diluted:34,111(2,095,641)(130,980)

Comprehensive Income ($ in thousands)

12/31/2025
TTM
3/31/2025
3/31/2024
3/31/2023
Net loss:(803)(2,658,180)(252,100)
Other undisclosed comprehensive income51,687566,609132,346
Comprehensive income (loss):50,884(2,091,571)(119,754)
Comprehensive income, net of tax, attributable to noncontrolling interest69,789579,332136,942
Other undisclosed comprehensive loss, net of tax, attributable to parent(69,511)(583,402)(148,168)
Comprehensive income (loss), net of tax, attributable to parent:51,162(2,095,641)(130,980)

Statements Sources

The financial statements are based on the Company's filings with the U.S. Securities and Exchange Commission (SEC) through the Electronic Data Gathering, Analysis, and Retrieval system (EDGAR). The information is derived from the 10-K and 10-Q reports submitted to the SEC in XBRL (eXtensible Business Reporting Language) format and presented according to the US GAAP Taxonomy. Please review the original filings for a more detailed information.

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