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Financial statements

United States 12 Month Oil Fund, LP financial statements

Income statement, balance sheet and cash flow statement for the last 10 fiscal years, taken from the XBRL data United States 12 Month Oil Fund, LP files with the SEC in its annual reports.

In USD millions, except per-share amounts. Outflows in the cash flow statement are negative.

Income statement

FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Revenue30.22.65-4.8614.911094.939.40.555.68-5.33
Operating expenses0.810.930.650.51.58
Net income29.41.72-5.5114.410993.338.4-0.065.06-5.76

Balance sheet

FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Cash and equivalents11783.242.745.218299.52123.531.931.8
Total assets14299.35155.221914987.267.249.636.8
Total liabilities15.37.770.160.152311.63.910.230.220.17
Total liabilities and equity14299.35155.221914987.267.249.636.8

Cash flow statement

FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Net income29.41.72-5.5114.410993.338.4-0.065.06-5.76
Cash from operations7.190.4213.7-4.9797.410049.7-1.283.57-3.19
Cash from financing26.5-36.6-35.2-10.233.5-153-89.2-19.9-22.6-7.01
Net change in cash33.7-36.1-21.5-15.1131-53-39.5-21.1-19-10.2

Key metrics

Worked out from the statements above. Latest values use the trailing twelve months to June 30, 2026; growth uses fiscal years. Valuation uses the share price of $56.30 on September 25, 2026.

Profitability

MetricValueHow it is calculated
Net margin96.5%Net income / revenue.
Operating cash flow margin87.5%Cash from operations / revenue.
Return on assets (ROA)31.6%Net income / average total assets.

Growth

MetricValueHow it is calculated
Revenue growth, 1y-194.0%Revenue vs the same period a year earlier. Only from a positive base.
Net income growth, 1y-214.0%Net income vs the same period a year earlier. Only from a positive base.
Operating cash flow growth, 1y-189.4%Operating cash flow vs the same period a year earlier. Only from a positive base.
Total assets growth, 1y-25.8%Total assets vs the same period a year earlier. Only from a positive base.
Total assets CAGR, 3y-25.0%Compound annual growth of total assets over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Total assets CAGR, 5y-30.0%Compound annual growth of total assets over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.

Balance sheet health

MetricValueHow it is calculated
Liabilities / assets0.3%Total liabilities / total assets.

Efficiency

MetricValueHow it is calculated
Asset turnover0.33xRevenue / average total assets.

Valuation

MetricValueHow it is calculated
Market cap$50.7MShare price x shares outstanding.
Enterprise value$15.9MMarket cap + total debt - cash - short-term investments.
P/E3.94xMarket cap / net income. Only when net income is positive.
P/S3.80xMarket cap / revenue.
P/OCF4.35xMarket cap / cash from operations, when positive.
EV/Sales1.19xEnterprise value / revenue.
Earnings yield25.4%Net income / market cap (the inverse of P/E).
What was United States 12 Month Oil Fund, LP's revenue in fiscal 2025?

United States 12 Month Oil Fund, LP reported revenue of $5.3M for fiscal 2025, 194% lower than the year before.

Was United States 12 Month Oil Fund, LP profitable in fiscal 2025?

No. It reported a net loss of $5.8M.

Source: SEC EDGAR XBRL company facts. Where a company tags only year-to-date figures, quarters are worked out as differences. Where a line is not tagged it is left empty, never estimated.

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