)
Beneficient (BENF) investor relations material
Beneficient Q4 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Fiscal 2026 focused on resolving legacy issues, regaining Nasdaq compliance, and strengthening the business foundation.
Cleared major litigation hurdles, including GWG Holdings, and completed a leadership transition.
Expanded business lines with new fiduciary financings and launched collateral management services.
Financial highlights
Investments at fair value declined to $195.5M as of March 31, 2026, from $291.4M a year earlier.
GAAP revenues for fiscal 2026 were $(39.1)M, down from $(7.9)M in 2025; adjusted revenues were $(48.6)M, down from $(7.4)M.
GAAP operating loss for fiscal 2026 was $(166.5)M, compared to $(24.2)M in 2025; adjusted operating loss was $(94.0)M, compared to $(61.6)M.
Net loss attributable to common shareholders was $(87.4)M for fiscal 2026, versus net income of $51.2M in 2025.
Cash and cash equivalents stood at $2.5M, with debt of $96.8M as of March 31, 2026.
Outlook and guidance
Focus on expanding the Primary Commitment Program, growing collateral management services, and commercializing AI technology.
Management believes the company is positioned to pursue broader opportunities and create long-term value.
- $8.75M capital deal adds $9.77M in value, pending shareholder approval for stock conversion.BENF
Proxy filing10 Apr 2026 - Shareholders will vote on director elections, auditor ratification, and an expanded incentive plan.BENF
Proxy Filing13 Mar 2026 - Net income of $19.9M and Nasdaq compliance achieved, but legal and liquidity risks remain.BENF
Q3 202617 Feb 2026 - Achieved first profitable quarter and leads with a fintech platform for alternative asset liquidity.BENF
Sidoti Micro-Cap Virtual Conference2 Feb 2026 - First profitable quarter, revenue up, costs down 70%, and legal risks resolved.BENF
Q1 20252 Feb 2026 - Second consecutive profitable quarter, improved equity, but liquidity and legal risks persist.BENF
Q2 202514 Jan 2026 - Nine-month EPS up, Q3 loss narrows, equity improves, digital asset expansion planned.BENF
Q3 202524 Dec 2025 - Earnings rose, digital platforms expanded, and new custody services are set to launch.BENF
Emerging Growth Conference 7924 Dec 2025 - Institutional investors receive convertible preferred shares in a trust-based fund commitment structure.BENF
Registration Filing23 Dec 2025
Next Beneficient earnings date
Next Beneficient earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Explore our global coverage