American Funds Retirement Income Portfolio - Moderate Class F-1

NAS:FBFWXFinancial Services

——At close · Market cap —

USD billions	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	YoY
Revenue	155.9	127.1	136.3	158.1	176.2	185.0	+5.0%
Cost of revenue	143.0	121.1	119.9	140.8	160.0	169.4	+5.9%
Gross profit	12.9	6.0	16.4	17.2	16.2	15.5	−3.8%
Research & development	7.4	7.1	7.6	7.8	8.2	8.0	−2.4%
Selling, general & administrative	12.8	10.1	9.7	9.1	10.8	10.3	−4.2%
Selling & marketing	3.6	2.8	3.1	2.2	2.5	2.8	+12.0%
Operating expenses	13.0	10.4	11.9	19.6	10.7	10.3	−3.5%
Operating income	0.1	(4.4)	4.5	8.1	5.5	5.2	−4.4%
Interest expense	0.0	0.0	0.0	0.0	0.0	0.0	—
Interest income	0.5	1.2	1.5	0.6	0.2	0.4	+62.2%
Other income / expense	(0.8)	0.0	13.3	(9.3)	(1.5)	2.0	+235.1%
Pre-tax income	(0.6)	(1.1)	17.8	(3.0)	4.0	7.2	+82.3%
Income tax	(0.7)	0.2	(0.1)	(0.9)	(0.4)	1.3	+469.9%
Net income	0.0	(1.3)	17.9	(2.0)	4.3	5.9	+35.2%
Discontinued operations	0.0	0.0	0.0	0.0	0.0	0.0	—
Other net income adjustments	0.0	0.0	0.0	0.0	0.0	0.0	—
EPS, basic (per share)	0.01	(0.32)	4.45	(0.49)	1.08	1.46	+35.2%
EPS, diluted (per share)	0.01	(0.32)	4.45	(0.49)	1.08	1.46	+35.2%
EBITDA	8.6	3.2	12.7	14.5	11.8	11.1	−6.3%
Depreciation & amortization	8.5	7.3	6.0	6.5	6.5	5.9	−9.1%
Weighted average shares (shares)	0	0	0	0	0	0	—
Weighted average diluted shares (shares)	0	0	0	0	0	0	—
Gross margin	8.3%	4.7%	12.1%	10.9%	9.2%	8.4%	−0.8 pts
Operating margin	0.1%	−3.5%	3.3%	5.1%	3.1%	2.8%	−0.3 pts
Net margin	0.0%	−1.0%	13.2%	−1.3%	2.5%	3.2%	+0.7 pts

USD billionsUpdated 31 Mar 2025 ·

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Amounts are shown in the stated units; per-share amounts and shares are unscaled. Negative amounts are in brackets.