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Moelis (DE:17M)
FRANKFURT:17M
Earnings Data
Report Date
Apr 29, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.61Last Year’s EPS
0.54Same Quarter Last Year
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strongly positive financial and operational picture: record quarterly revenue, robust full-year growth (+28%), substantial margin expansion, significant EPS improvement (+64%), strong cash position with active capital returns, and growth investments (notably PCA and technology). The main headwinds are a decline in capital structure advisory, continued investment-driven non-compensation expense growth, PCA still being early-stage for revenue, and sensitivity of compensation leverage to hiring and revenue cadence. Management signaled confidence in pipeline momentum and market opportunity while cautioning seasonal/near-term variability and structural risks (talent competition, geopolitical and AI-related industry shifts). Overall, the positive achievements and material financial improvements outweigh the manageable risks and nascent ramp of newer businesses.Company Guidance
Record Quarterly and Strong Annual Revenues
Reported record fourth-quarter revenues of $488 million, up 11% year-over-year, and full year adjusted revenues of $1.54 billion, up 28% versus 2024.
M&A and Capital Markets Driving Growth
M&A revenues grew 35% year-over-year and capital markets delivered a record-setting year with double-digit increases in both average fees and number of completed transactions, driving the firm's revenue mix (~2/3 M&A, ~1/3 non-M&A).
Margin and EPS Expansion
Adjusted pretax margin improved to 21.5% for the full year (510 basis points improvement from 16.4% in 2024) and Q4 adjusted pretax margin was 28.6%. Adjusted EPS rose to $2.99 for 2025, a 64% increase from $1.82 in 2024.
Operating Leverage via Compensation Improvements
Full-year adjusted compensation ratio improved to 65.8% (down from 69% in 2024, a 320 basis point improvement). Q4 adjusted compensation ratio was 61.1%.
Expense Efficiency Gains
Adjusted non-compensation expense ratio decreased to 14.6% for the full year (from 15.9% in prior year) and was 12.4% in Q4, despite investments in technology and deal activity.
Private Capital Advisory (PCA) Momentum
Substantial 2025 investments in PCA produced meaningful early traction: team additions (including MD hires focused on private credit secondaries), a growing GP-led secondaries pipeline, and expectation PCA will become a core fourth pillar of the firm.
Talent Expansion and Depth
Added 21 Managing Directors in 2025 (including 9 laterals) and promoted 13 professionals to MD in early 2026, bringing total MD count to 178, positioning the firm with deeper sector expertise.
Strong Capital Position and Shareholder Returns
Ended with $849 million cash and no debt; returned ~$284 million to shareholders in 2025 (dividends, net settlement of shares, repurchases). Repurchased ~716,000 shares in Q4 at an average $62.96, total repurchases ~950,000 for the year, and Board authorized a new $300 million buyback program with no expiration. Quarterly dividend declared at $0.65 per share.
DE:17M Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:17M Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 04, 2026 | €57.42 | €60.39 | +5.17% |
Oct 29, 2025 | €59.27 | €54.86 | -7.44% |
Jul 24, 2025 | €58.72 | €59.21 | +0.83% |
Apr 23, 2025 | €43.53 | €43.53 | 0.00% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Moelis (DE:17M) report earnings?
Moelis (DE:17M) is schdueled to report earning on Apr 29, 2026, After Close (Confirmed).
What is Moelis (DE:17M) earnings time?
Moelis (DE:17M) earnings time is at Apr 29, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Moelis stock?
The P/E ratio of Moelis is N/A.
What is DE:17M EPS forecast?
DE:17M EPS forecast for the fiscal quarter 2026 (Q1) is 0.61.