PRINCIPAL FINANCIAL GROUP, INC (PFG) Spending and interest coverage
- R&D / revenue · 12 months: Value (m); Formula and calculation Research and development expense / revenue. Period ending 2025-12-31..
- Stock-based compensation / revenue · 12 months: Value 0.70%; Formula and calculation Share-based compensation / revenue. Period ending 2025-12-31..
- Interest coverage · 12 months: Value (m); Formula and calculation Estimated: average term debt × dated USD coupon proxy + average commercial paper × matching-currency disclosed rate at or before period end. Swaps, foreign-exchange, lease interest and amortization are not quantified..
Spending and interest coverage
Overview →Financial period ending 2025-12-31; current quote (m). Amounts retain their stated periods and units.
| Metric | Value | Formula and calculation |
|---|---|---|
| R&D / revenue · 12 months | (m) | Research and development expense / revenue. Period ending 2025-12-31. Calculation unavailable: missing inputs remain (m). |
| Stock-based compensation / revenue · 12 months | 0.70% | Share-based compensation / revenue. Period ending 2025-12-31. $109.90M ÷ $15.63B × 100 ≈ 0.70% |
| Interest coverage · 12 months | (m) | Estimated: average term debt × dated USD coupon proxy + average commercial paper × matching-currency disclosed rate at or before period end. Swaps, foreign-exchange, lease interest and amortization are not quantified. Calculation unavailable: missing inputs remain (m). |
Calculation inputs
| Input | Amount with unit | Raw financial data |
|---|---|---|
| Research and development spending | (m) | |
| Revenue | 15.63B USD | |
| Stock-based compensation | 109.90M USD | Share-based Payment Arrangement, Noncash Expense |
| Operating income | (m) | |
| Interest expense · reported / estimated | (m) | · Estimated expense assumptions |
Latest interest expense basis: (m). Estimated values carry *; expand each history row’s basis for its dated balances and rate assumptions.
Calculated history
Changes compare with the next older row (previous quarter), unless explicitly labeled otherwise. Rolling 12-month growth compares two successive quarter-end rolling totals; it is not year-over-year growth.
| Period ending | Research and development spending (USD) | Revenue (USD) | Stock-based compensation (USD) | Operating income (USD) | Interest expense · reported / estimated (USD) | R&D / revenue | SBC / revenue | Interest coverage | Interest expense basis |
|---|---|---|---|---|---|---|---|---|---|
| 2025-12-31 | (m) | $15.63B | $109.90M | (m) | (m) | (m) | 0.70% | (m) | (m) |
| 2024-12-31 | (m) | $16.13B | $108.70M | (m) | (m) | (m) | 0.67% | (m) | (m) |
| 2023-12-31 | (m) | $13.67B | $99.40M | (m) | (m) | (m) | 0.73% | (m) | (m) |
| 2022-12-31 | (m) | $17.49B | $91.30M | (m) | (m) | (m) | 0.52% | (m) | (m) |
| 2021-12-31 | (m) | $14.26B | $96.10M | (m) | (m) | (m) | 0.67% | (m) | (m) |
| 2020-12-31 | (m) | $14.74B | $87.60M | (m) | (m) | (m) | 0.59% | (m) | (m) |
| 2019-12-31 | (m) | $16.22B | $82.60M | (m) | (m) | (m) | 0.51% | (m) | (m) |
| 2019-09-30 | (m) | $15.95B | $83.80M | (m) | (m) | (m) | 0.53% | (m) | (m) |
| 2019-06-30 | (m) | $15.84B | $82.40M | (m) | (m) | (m) | 0.52% | (m) | (m) |
| 2019-03-31 | (m) | $15.10B | $80.70M | (m) | (m) | (m) | 0.53% | (m) | (m) |
| 2018-12-31 | (m) | $14.24B | $77.40M | (m) | (m) | (m) | 0.54% | (m) | (m) |
| 2018-09-30 | (m) | $13.70B | $80.80M | (m) | (m) | (m) | 0.59% | (m) | (m) |
| 2018-06-30 | (m) | $13.98B | $79.50M | (m) | (m) | (m) | 0.57% | (m) | (m) |
| 2018-03-31 | (m) | $13.93B | $82.20M | (m) | (m) | (m) | 0.59% | (m) | (m) |
| 2017-12-31 | (m) | $14.09B | $82.70M | (m) | (m) | (m) | 0.59% | (m) | (m) |
| 2017-09-30 | (m) | $14.37B | $87.90M | (m) | (m) | (m) | 0.61% | (m) | (m) |
| 2017-06-30 | (m) | $12.56B | $88.30M | (m) | (m) | (m) | 0.70% | (m) | (m) |
| 2017-03-31 | (m) | $12.41B | $84.20M | (m) | (m) | (m) | 0.68% | (m) | (m) |
| 2016-12-31 | (m) | $12.39B | $84.40M | (m) | (m) | (m) | 0.68% | (m) | (m) |
| 2016-09-30 | (m) | $11.69B | $76.50M | (m) | (m) | (m) | 0.65% | (m) | (m) |
| 2016-06-30 | (m) | $12.11B | $74.30M | (m) | (m) | (m) | 0.61% | (m) | (m) |
| 2016-03-31 | (m) | $12.34B | $75.00M | (m) | (m) | (m) | 0.61% | (m) | (m) |
| 2015-12-31 | (m) | $11.96B | $84.50M | (m) | (m) | (m) | 0.71% | (m) | (m) |
| 2015-09-30 | (m) | $12.07B | $83.60M | (m) | (m) | (m) | 0.69% | (m) | (m) |
| 2015-06-30 | (m) | $11.31B | $86.30M | (m) | (m) | (m) | 0.76% | (m) | (m) |
| 2015-03-31 | (m) | $10.66B | $85.50M | (m) | (m) | (m) | 0.80% | (m) | (m) |
| 2014-12-31 | (m) | $10.48B | $75.30M | (m) | (m) | (m) | 0.72% | (m) | (m) |
| 2014-09-30 | (m) | $10.24B | $75.20M | (m) | (m) | (m) | 0.73% | (m) | (m) |
| 2014-06-30 | (m) | $10.00B | $71.60M | (m) | (m) | (m) | 0.72% | (m) | (m) |
| 2014-03-31 | (m) | $9.60B | $70.70M | (m) | (m) | (m) | 0.74% | (m) | (m) |
| 2013-12-31 | (m) | $9.29B | $68.50M | (m) | (m) | (m) | 0.74% | (m) | (m) |
| 2013-09-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2013-06-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2013-03-31 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2012-12-31 | (m) | $9.22B | $63.80M | (m) | (m) | (m) | 0.69% | (m) | (m) |
| 2012-09-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2012-06-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2012-03-31 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2011-12-31 | (m) | $8.71B | $43.40M | (m) | (m) | (m) | 0.50% | (m) | (m) |
| 2011-09-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2011-06-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2011-03-31 | (m) | $9.11B | $46.10M | (m) | (m) | (m) | 0.51% | (m) | (m) |
| 2010-12-31 | (m) | $9.16B | $47.60M | (m) | (m) | (m) | 0.52% | (m) | (m) |
| 2010-09-30 | (m) | $9.02B | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2010-06-30 | (m) | $9.00B | $44.00M | (m) | (m) | (m) | 0.49% | (m) | (m) |
| 2010-03-31 | (m) | $8.92B | $42.60M | (m) | (m) | (m) | 0.48% | (m) | (m) |
| 2009-12-31 | (m) | $8.85B | $37.20M | (m) | (m) | (m) | 0.42% | (m) | (m) |
| 2009-09-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2009-06-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2009-03-31 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2008-12-31 | (m) | $9.94B | $31.50M | (m) | (m) | (m) | 0.32% | (m) | (m) |
| 2008-09-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2008-06-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2007-12-31 | (m) | $10.91B | $72.80M | (m) | (m) | (m) | 0.67% | (m) | (m) |
(m) means missing inputs. Historical market-based ratios use the saved close on or immediately before period ending and that period’s reported shares; current quotes are not substituted. Five-year projections repeat historical CAGR, not analyst forecasts.
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