Company Analysis

Franklin Resources, Inc. (BEN)

NYSE: BEN · Investment Advice · San Mateo, CA · filing with the SEC since 1994
Grade5.4
◀ Past 5.9● Present 5.2▶ Future 5.0

Income statement, as filed

In millions of US dollars (USD), as filed; per-share figures in US dollars; share counts in millions. The fiscal year ends in September.
Income statement, by fiscal year, newest first
Fiscal yearFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Period endingSep 30, 2026Sep 30, 2025Sep 30, 2024Sep 30, 2023Sep 30, 2022Sep 30, 2021Sep 30, 2020Sep 30, 2019Sep 30, 2018Sep 30, 2017
Report filedNov 9, 2026Nov 10, 2025Nov 12, 2024Nov 14, 2023Nov 14, 2022Nov 19, 2021Nov 23, 2020Nov 12, 2019Nov 9, 2018Nov 13, 2017
Revenue9,415.38,770.78,478.07,849.48,275.38,425.55,566.55,669.46,204.56,392.2
Sales and marketing2,200.52,010.91,863.11,613.11,845.62,105.81,703.11,819.62,039.72,130.9
General and administrative922.2774.5703.3565.0564.9537.2450.3391.4r371.7r322.2
Total operating expenses8,239.48,166.68,070.46,747.16,501.46,550.54,517.64,202.5r4,176.3r4,127.9
Operating income1,175.9604.1407.61,102.31,773.91,875.01,048.91,466.9r2,028.2r2,264.3
Interest expense95.194.997.2123.798.285.433.422.4r46.3r51.5
Interest and investment income·····8.814.331.076.574.9
Share of profit of equity-method investments90.878.0137.545.4r36.2154.3-98.1-10.444.4107.9
Other income (expense), net348.5212.8395.5262.3r91.1264.7-38.4141.4r200.3r336.3
Total non-operating income (expense)726.5182.7415.6235.7r-44.5569.2-31.0180.9r187.0r284.8
Income before income taxes1,902.4786.8823.21,338.0r1,729.42,444.21,017.91,647.82,215.22,549.1
Income tax expense399.6237.9215.3312.3396.2349.6230.8442.31,472.5759.4
Net income including non-controlling interests1,502.8548.9607.91,025.7r1,333.22,094.6787.11,205.5742.71,789.7
Net income1,075.3524.9464.8882.81,291.91,831.2798.91,195.7764.41,696.7
Net income to common shareholders1,016.0471.7432.2845.11,237.81,753.5783.61,184.8746.81,684.3
Earnings per share, basic1.970.910.851.722.533.581.592.351.393.01
Earnings per share, diluted1.970.910.851.722.533.571.592.351.393.01
Weighted average shares, basic514.6516.7509.5490.0488.7489.9491.9503.6537.4558.8
Weighted average shares, diluted515.4517.4510.3490.8489.3490.6492.4504.3538.0559.1
As filed with the SEC, each figure from the newest report that carries it, and linked to it. Nothing here is computed.Share counts and per-share figures are on the newest report's basis, after the 3-for-1 split of Sep 2013.A dot is a line not tagged for that period. r restated by the company in a later report; b a share figure put on the newest basis or filed in the wrong unit. Hover a figure for its filing and note.
What each line is, and the XBRL concept behind it
Revenue what customers paid for what it soldus-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
us-gaap:Revenues
Sales and marketing the cost of finding and serving customersus-gaap:SellingAndMarketingExpense
General and administrative the cost of running the company itselfus-gaap:GeneralAndAdministrativeExpense
Total operating expenses the running costs togetherus-gaap:OperatingExpenses
Operating income profit from running the business, before interest and taxus-gaap:OperatingIncomeLoss
Interest expense what its borrowing costus-gaap:InterestExpense
Interest and investment income what its cash and investments earnedus-gaap:InvestmentIncomeInterest
Share of profit of equity-method investments its share of companies it partly ownsus-gaap:IncomeLossFromEquityMethodInvestments
Other income (expense), net gains and costs outside the businessus-gaap:OtherNonoperatingIncomeExpense
Total non-operating income (expense) everything outside the business, togetherus-gaap:NonoperatingIncomeExpense
Income before income taxes profit before taxus-gaap:IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest
Income tax expense tax charged on the period's profitus-gaap:IncomeTaxExpenseBenefit
Net income including non-controlling interests the whole group's profit, minority holders' share includedus-gaap:ProfitLoss
Net income the profit or loss that belongs to the company's shareholdersus-gaap:NetIncomeLoss
Net income to common shareholders what is left for common shareholdersus-gaap:NetIncomeLossAvailableToCommonStockholdersBasic
Earnings per share, basic net income per share outstandingus-gaap:EarningsPerShareBasic
Earnings per share, diluted net income per share, counting every share that could be issuedus-gaap:EarningsPerShareDiluted
Weighted average shares, basic the average count of shares outstandingus-gaap:WeightedAverageNumberOfSharesOutstandingBasic
Weighted average shares, diluted the average count with every share that could be issuedus-gaap:WeightedAverageNumberOfDilutedSharesOutstanding
SI Assistanton BEN · research, not advice