RMR GROUP INC.

Annual Trend FY 2016 FY 2017 FY 2018 FY 2019 FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025
Revenues:
Operating income $146.7m $135.6m $252.0m $197.8m $68.7m $72.1m $88.4m $113.7m $45.0m $41.8m
Loan investment interest income $0 $0 $1.4m $5.8m
Compensation and benefits $92.0m $92.6m $108.8m $114.5m $121.4m $119.6m $129.9m $136.4m $170.4m $161.7m
Income from loan investments, net $0 $0 $1.3m $2.4m
Rental property revenues $0 $0 $1.6m $8.3m
Equity based compensation $8.6m $7.1m $10.4m $9.0m $7.8m $12.0m $10.1m $12.5m $10.6m $9.7m
General and administrative $25.1m $25.2m $27.1m $28.7m $26.5m $27.0m $32.9m $36.0m $43.7m $42.5m
Depreciation and amortization $1.8m $2.0m $1.2m $1.0m $968k $973k $993k $1.1m $4.7m $11.6m
Interest income $234k $1.6m $4.5m $8.8m $4.5m $760k $1.3m $10.6m $10.4m $5.2m
Change in fair value of Earnout liability $0 $0 $2.6m $8.3m
(Loss) gain on investments $0 ($206k) ($578k) $719k $1.5m $443k $0 $0 $7.3m ($5.1m)
Gain on sale of real estate $0 $0 $445k
Net loss attributable to other noncontrolling interests $0 $0 $40k $827k
Unrealized loss on derivatives $0 $0 ($117k)
Less: unrealized loss on derivatives attributable to noncontrolling interest $0 $0 $55k
Other comprehensive loss attributable to The RMR Group Inc. $0 $0 ($62k)
Comprehensive income attributable to The RMR Group Inc. $37.2m $42.3m $96.0m $74.6m $57.1m $23.1m $17.5m
Total management, termination, incentive and advisory services revenues $266.9m $543.5m $810.0m $1.4b $1.2b $607.2m $832.5m $962.3m $193.9m $182.7m
Net income $37.2m $108.7m $217.4m $169.0m $66.3m $81.0m $77.5m $127.8m $53.1m $38.7m
Net income attributable to The RMR Group Inc. $37.2m $42.3m $96.0m $74.6m $28.8m $35.7m $34.0m $57.1m $23.1m $17.6m
Net income attributable to The RMR Group Inc. per common share - basic (in dollars per share) $2 $3 $6 $5 $2 $2 $2 $3 $1 $1
Net income attributable to The RMR Group Inc. per common share - diluted (in dollars per share) $2 $3 $6 $5 $2 $2 $2 $3 $1 $1
Net income attributable to noncontrolling interest in The RMR Group LLC ($43.5m) ($70.6m) ($30.0m) ($21.9m)
Weighted average common shares outstanding - basic (in shares) 16.0m 16.0m 16.1m 16.1m 16.2m 16.3m 16.3m 16.4m 16.5m 16.6m
Weighted average common shares outstanding - diluted (in shares) 16.0m 16.0m 16.1m 16.1m 31.2m 31.3m 31.3m 16.4m 16.5m 16.6m
Separation costs $1.4m $0 $3.7m $7.0m $1.9m $4.5m $1.3m $2.0m $6.3m $7.1m
Other reimbursable expenses $0 $0 $354.5m $360.6m $370.0m $568.8m $656.4m $608.7m $422.0m
Rental property expenses $0 $0 $462k $2.8m
Transaction and acquisition related costs $2.0m $9.2m $1.7m $698k $1.6m $984k $132k $4.2m $7.8m $1.1m
Interest expense $0 $0 ($783k) ($4.3m)
Income before income tax expense $136.9m $276.3m $196.4m $77.9m $94.2m $90.7m $149.5m $64.4m $46.4m
Income tax expense attributable to RMR Inc. $24.6m ($28.3m) ($58.9m) ($27.3m) ($11.6m) ($13.2m) ($13.2m) ($21.8m) ($11.3m) ($7.7m)
Total reimbursable costs $632.5m $726.2m $700.8m $506.9m
Total compensation and benefits expense $93.3m $99.8m $122.9m $130.6m $131.1m $136.2m $141.3m $150.8m $187.3m $178.5m
Total expenses $120.2m $136.2m $153.0m $515.6m $520.8m $535.1m $744.1m $848.6m $852.6m $658.5m

Values abbreviated: b = billions, m = millions, k = thousands. Per share data in USD.