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  4. FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND
First Trust High Yield Opportunities 2027 Term Fund
XNYS: FTHY
12.62-0.03(-0.24%)
8,613.2
XNYS Volume

XNYS 15 Oct, 2026 10:23 AM (EDT)

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First Trust High Yield Opportunities 2027 Term Fund quarterly and annual earnings report: results, revenue, profit, P&L, balance sheet, cash flow, financial ratios, revenue mix, peer comparison, and financial documents

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First Trust High Yield Opportunities 2027 Term Fund quarterly results: revenue, profit, and P&L – 13 quarter history

  • NEUTRAL

    Quarterly Revenue First Trust High Yield Opportunities 2027 Term Fund May-2026 Quarterly Revenue is $0 Million which is growth of 0% YoY.

  • NEUTRAL

    Quarterly Net Profit First Trust High Yield Opportunities 2027 Term Fund May-2026 Quarterly Net Profit is $0 Million which is growth of 0% YoY.

First Trust High Yield Opportunities 2027 Term Fund, Earnings Report - Quarterly Results, standalone, All financials are in USD Million and price data in USD
IndicatorGraphMay '26Nov '25May '25Nov '24May '24Nov '23May '23Nov '22May '22Nov '21May '21Nov '20
Operating Rev.
------------
Cost Of Rev.
------------
Gross Profit
------------
⌄
-----
Operating Profit
-----
------------
Profit Before Tax
------------
Tax
------------
⌄
------------
Diluted NI Avail to Com Stockholders Ann.
------------
Basic EPS
------------
Diluted EPS After ExtraOrdinary
------------
Number Of Shares End
-----36.836.836.836.836.836.736.7
Net Income Continuing Discontinued Operations
------------
Normalized Income
------------
Interest Income
------------
Interest
------------
Net Interest Income
------------
EBIT
------------
EBITDA
------------
Reconciled Cost Of Rev.
------------
Reconciled Depr.
------------
Profit From Continuing Operations
------------
Normalized EBITDA
------------
*All financials are in USD Million and price data in USD

First Trust High Yield Opportunities 2027 Term Fund competitor comparison and performance snapshot within industry

First Trust High Yield Opportunities 2027 Term Fund annual results: revenue, profit, P&L, and margins as of May 2026 – 11 year history

  • NEGATIVE

    Annual Revenue First Trust High Yield Opportunities 2027 Term Fund May-2026 Annual Revenue is $26 Million which is growth of -43.5% YoY.

  • NEGATIVE

    Annual Net Profit First Trust High Yield Opportunities 2027 Term Fund May-2026 Annual Net Profit is $25 Million which is growth of -44.3% YoY.

First Trust High Yield Opportunities 2027 Term Fund, Earnings Report - Annual Results, standalone, All financials are in USD Million and price data in USD
IndicatorGraphCAGR 3 YrsCAGR 5 YrsTTMMay '26May '25May '24May '23May '22May '21
-
-20.5%
 26.146.255-18.7-71.882
Cost Of Rev. Ann.
-
-
 ------
Gross Profit Ann.
-
-
 ------
Operating Exp. Ann.
-3.9%
-4.4%
 0.80.70.90.91.11
Operating Profit Ann.
-
-
 ----11.7-68.984.5
-
-
 ------
Other Exp. Ann.
-
-
 ------
PBT Ann.
-
-20.8%
 25.345.554.1-19.6-72.881.1
Tax Ann.
-
-
 ------
⌄
-
-20.8%
 25.345.554.1-19.6-72.881.1
Diluted NI Avail to Com Stockholders Ann.
-
-20.8%
 25.345.554.1-19.6-72.881.1
EPS Ann.
-
-20.5%
 0.71.21.5-0.5-22.2
Diluted EPS Ann.
-
-20.5%
 0.71.21.5-0.5-22.2
Number Of Shares End
-
-
 ---36.836.836.7
Total Exp. Ann.
-
-
 ------
Net Income Continuing Discontinued Operations Ann.
-
-20.8%
 25.345.554.1-19.6-72.881.1
Normalized Income Ann.
-
-20.8%
 25.345.554.1-19.6-72.881.1
Interest Income Ann.
-0.8%
-1.5%
 50.550.251.251.760.254.6
Interest Ann.
7.1%
28%
 8.68.28.772.92.5
EBITDA Ann.
-
-
 ------
Reconciled Cost Of Rev. Ann.
-
-
 ------
Reconciled Depr. Ann.
-
-
 ------
Profit From Continuing Operations Ann.
-
-20.8%
 25.345.554.1-19.6-72.881.1
Normalized EBITDA Ann.
-
-
 ------
*All financials are in USD Million and price data in USD
Total Rev. Ann.
1Y CHG
-43.5%
2Y CAGR
-31.1%
5Y CAGR
-20.5%
Total Revenue Annual is falling faster than historical averages.
Net Profit Ann.
1Y CHG
-44.4%
2Y CAGR
-31.6%
5Y CAGR
-20.8%
Net Profit Annual is falling faster than historical averages.
Operating Exp. Ann.
1Y CHG
14.3%
2Y CAGR
-5.7%
3Y CAGR
-3.9%
5Y CAGR
-4.4%
Operating Expenses Annual Cr growth is higher than historical averages.

First Trust High Yield Opportunities 2027 Term Fund balance sheet as of May 2026: assets, liabilities, reserves, and borrowings – 11 year history

  • NEGATIVE

    Total Shareholders Fund First Trust High Yield Opportunities 2027 Term Fund May-2026 Total Shareholders Fund is $523 Million which is growth of -5.4% YoY.

  • NEGATIVE

    Total Assets First Trust High Yield Opportunities 2027 Term Fund May-2026 Total Assets is $667 Million which is growth of -9.7% YoY.

First Trust High Yield Opportunities 2027 Term Fund, Balance Sheet, standalone, All financials are in USD Million and price data in USD
IndicatorGraphCAGR 3 YrsCAGR 5 YrsMay '26May '25May '24May '23May '22May '21
-1.6%
-9.6%
667.5739.3703.2700.3924.81,106.9
⌄
2.6%
-15.2%
144.8186.8140.1133.9282330.8
⌄
-2.6%
-7.6%
522.7552.5563.1566.4642.8776.1
Total Capitalization Ann.
-1.4%
-9.4%
661.7709.5694.1689.4920.81,085.1
Tangible Assets Ann.
-2.6%
-7.6%
522.7552.5563.1566.4642.8776.1
Working Capital Ann.
-
-
---
Invested Capital Ann.
-1.4%
-9.4%
661.7709.5694.1689.4920.81,085.1
Tangible Book Value Ann.
-2.6%
-7.6%
522.7552.5563.1566.4642.8776.1
Borrowings Ann.
4.2%
-14.8%
139157131123278309
Net Debt Ann.
4.2%
-14.8%
139156.8130.9122.9278308.8
Share Issued Ann.
0%
0.1%
36.836.836.836.836.836.7
Number Of Shares End
-
-
---36.836.836.7
*All financials are in USD Million and price data in USD
Total Assets Ann.
1Y CHG
-9.7%
2Y CAGR
-2.6%
3Y CAGR
-1.6%
5Y CAGR
-9.6%
Total Assets Annual is falling faster than historical averages.
Total ShareHolders Funds Ann.
1Y CHG
-5.4%
2Y CAGR
-3.7%
3Y CAGR
-2.6%
5Y CAGR
-7.6%
Total ShareHolders Funds Annual is falling faster than historical averages.

First Trust High Yield Opportunities 2027 Term Fund ROE, ROCE, book value, and debt-to-equity ratio as of May 2026 – 11 year history

  • NEGATIVE

    Book Value Per Share First Trust High Yield Opportunities 2027 Term Fund Book Value Per Share is $14 which is growth of -5.4% YoY.

  • POSITIVE

    ROE First Trust High Yield Opportunities 2027 Term Fund ROE is 5% which is growth of 3.4% YoY.

First Trust High Yield Opportunities 2027 Term Fund, Ratios, standalone, All financials are in USD Million and price data in USD
IndicatorGraphCAGR 3 YrsCAGR 5 YrsMay '26May '25May '24May '23May '22May '21
RoA Ann. %
-
-13.3%
3.60%6.31%7.70%-2.41%-7.17%7.33%
ROE Ann. %
-
-14.7%
4.71%8.15%9.57%-3.24%-10.27%10.45%
ROIC %
-
-
------
OPM Ann. %
-
-
---62.66%95.96%103.00%
Inventory Turnover Ratio Ann.
-
-
------
Asset Turnover Ann. %
-
-
00.10.1--0.1
Working Capital Turnover Ann.
-
-
------
Quick Ratio Ann.
-
-
------
Current Ratio Ann.
-
-
------
Interest Coverage Ratio Ann.
-
-
------
LT Debt To Equity Ann.
14.5%
-5.6%
0.30.30.20.20.40.4
*All financials are in USD Million and price data in USD
ROE Ann. %
1Y CHG
-42.2%
2Y CAGR
-29.8%
5Y CAGR
-14.7%
ROE Annual % is falling faster than historical averages.
RoA Ann. %
1Y CHG
-42.9%
2Y CAGR
-31.6%
5Y CAGR
-13.3%
RoA Annual % is falling faster than historical averages.

First Trust High Yield Opportunities 2027 Term Fund cash flow: net, operating, investing, and financing flows as of May 2026 – 11 year history

  • NEUTRAL

    Cash From Operating Activity First Trust High Yield Opportunities 2027 Term Fund May-2026 Cash From Operating Activity is $0 Million which is growth of 0% YoY.

  • NEUTRAL

    Net Cash Flow First Trust High Yield Opportunities 2027 Term Fund May-2026 Net Cash Flow is $0 Million which is growth of 0% YoY.

First Trust High Yield Opportunities 2027 Term Fund, Cash Flow, standalone, All financials are in USD Million and price data in USD
IndicatorGraphCAGR 3 YrsCAGR 5 YrsMay '26May '25May '24May '23May '22May '21
-
-
------
-
-
------
-
-
------
Cash Plus Cash Eqv. End Of Year Ann.
-
-
0.20.10.100.2
Net Increase In Cash Plus Cash Eqv.s Ann.
-
-
-0.20.100-0.20.2
Cash Plus Cash Eqv. Begin Of Year Ann.
-
-
0.20.10.100.2
Income Tax Paid Supplemental Data Ann.
-
-
------
Interest Paid Supplemental Data Ann.
-
-
------
Capex Ann.
-
-
------
Issuance Of Capital Stock Ann.
-
-
----1734.5
Issuance Of Debt Ann.
51.1%
-8.9%
26219820676160418
Repayment Of Debt Ann.
-
-
-280-172-198-231-191-109
Repurchase Of Capital Stock Ann.
-
-
------
Free Cash Flow Ann.
-29.9%
-
7330.249.4211.891.4-1,003.9
*All financials are in USD Million and price data in USD