Beneficient (BENF)

SEC fundamentals · as filed in 10-Q FY2026, period ended Jun 30, 2026 · updated Oct 22, 2026

Verified against EDGAR
Total Assets
$250.9M
Stockholders' Equity
-$184.1M
Cash & Equivalents
$5.6M
Long-Term Debt
—

as filed in 10-Q FY2026, period ended Jun 30, 2026 · View filings on EDGAR ↗

In its 10-Q for the period ended Jun 30, 2026, Beneficient reported revenue of $12.2M, net income of -$6.8M, and total assets of $250.9M. Every figure below is taken directly from Beneficient's SEC filings: each links to the source document on EDGAR.

Revenue trend

Revenue · FY2020–FY2026 · as reported

$140.3M-$977.7M-$2.10B
FY2020FY2022FY2024FY2026
Revenue-$39.1MNet income-$87.4M
FY2020 revenue
$140.3M
FY2026 revenue
-$39.1M

Revenue and net income by fiscal year

As reported in each year’s annual filing · USD

Fiscal yearRevenueNet income
FY2026-$39.1M-$87.4M
FY2025-$7.9M$51.2M
FY2024-$98.7M-$2.10B
FY2023-$104.9M-$131.0M
FY2021$55.3M-$63.0M
FY2020$140.3M-$58.0M

Recent SEC filings

Filed by the registrant · newest first · insider forms and holder schedules not included

FormFiledSource
8-KOct 28, 2026on EDGAR ↗
DEF 14AOct 19, 2026on EDGAR ↗
8-KOct 14, 2026on EDGAR ↗
8-KSep 23, 2026on EDGAR ↗
8-KSep 18, 2026on EDGAR ↗
8-KSep 16, 2026on EDGAR ↗
8-KAug 14, 2026on EDGAR ↗
10-QAug 14, 2026on EDGAR ↗
8-KAug 11, 2026on EDGAR ↗
S-1Jul 29, 2026on EDGAR ↗

All filings on EDGAR ↗

Balance Sheet

as of Jun 30, 2026 · 10-Q

Total Assets$250.9Msource ↗
Stockholders’ Equity-$184.1Msource ↗
Cash & Equivalents$5.6Msource ↗
Long-Term Debt—source ↗

Income Statement

10-Q (quarterly) · period ended Jun 30, 2026

Revenue$12.2Msource ↗
Net Income-$6.8Msource ↗
Operating Income-$377,000source ↗
Gross Profit—source ↗
Cost of Revenue—source ↗
R&D Expense—source ↗

Per Share & Cash Flow

10-Q (quarterly) · period ended Jun 30, 2026

EPS (diluted)—source ↗
EPS (basic)—source ↗
Shares Outstanding—source ↗
Cash from Operations-$4.1Msource ↗
Cash from Financing$233,000source ↗
Cash from Investing$6.9Msource ↗

Insider activity

Form 4 open-market activity, last 180 days

Buys
3
Sells
0
Net shares
+33.0K

Restatement history

Point-in-time

2 of 113 annual fact-keys were materially restated between filings: what Beneficient first reported differed from what it later filed. We keep every vintage of every annual figure, each keyed to its EDGAR accession.

See each original-vs-restated value, and query any company as of any past date, with the point-in-time API.

Deeper fundamentals

A free API key reaches BENF’s revenue, margin and free-cash-flow trajectory (newest 3 fiscal years) and its leverage, liquidity and return ratios (newest 4 quarters). Analyst extends those to up to 20 years and 20 quarters, and adds the Piotroski F-score and accruals quality score. As-of fundamentals at any past date are on Free too, up to 10 lookups a day; Analyst removes that cap and adds the original-vs-restated detail, across the whole SEC universe.

Programmatic access

Everything on this page is served by the Distill API and by the MCP server at mcp.distillmarkets.com. A free key is issued at sign-up with no card; the full reference is in the docs.

These fundamentals, as filed
curl
curl -H "X-Api-Key: $DISTILL_API_KEY" \
https://api.distillmarkets.com/api/v1/sec/fundamentals/BENF

MCP tool: get_sec_fundamentals ticker=BENF

The same figures as they were known on any past date
curl
curl -H "X-Api-Key: $DISTILL_API_KEY" \
https://api.distillmarkets.com/api/v1/sec/fundamentals/BENF/as-of/YYYY-MM-DD

MCP tool: get_asof_fundamentals ticker=BENF as_of=YYYY-MM-DD

Fiscal-year trajectory: revenue, margins, free cash flow
curl
curl -H "X-Api-Key: $DISTILL_API_KEY" \
https://api.distillmarkets.com/api/v1/sec/fundamentals/BENF/history

MCP tool: get_fundamentals_history ticker=BENF

Leverage, liquidity, margin and return ratios
curl
curl -H "X-Api-Key: $DISTILL_API_KEY" \
https://api.distillmarkets.com/api/v1/sec/financial-health/BENF

MCP tool: get_financial_health ticker=BENF

Not investment advice. Figures are shown as filed with the SEC; see the EDGAR source links for the original documents. Data may lag the latest filing.