Moelis (MC)
NYSE:MC
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Earnings Data
Report Date
Jul 29, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.62Last Year’s EPS
0.53Same Quarter Last Year
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a broadly positive operational and financial performance with record Q1 revenue (+4% YoY), margin improvement (adjusted pretax margin 15%), strong deal flow and an all-time-high pipeline, meaningful talent hires, and disciplined capital returns (cash $354M, no debt, $171M returned). Near-term headwinds were acknowledged — geopolitical uncertainty, disruptions in parts of private credit and AI-driven repricing in software have weighed on some deal activity and certain product revenues (CSA/restructuring) and have led to increased non-compensation costs. On balance, management framed challenges as near-term/timing-related while emphasizing durable pipeline strength and growth investments.Company Guidance
Record First-Quarter Revenue
Reported record Q1 revenues of $320 million, up 4% year-over-year.
Robust Transaction Activity and Pipeline
Record first-quarter levels of announced transaction activity and a pipeline near all-time highs; firm noted the highest level of announced deals waiting to close at this point in the year.
Sponsor and Private Capital Advisory Momentum
M&A revenues from financial sponsors grew by double digits year-over-year; Private Capital Advisory (PCA) revenues increased year-over-year with the PCA team expanding to seven senior bankers focused on GP-led secondaries and private credit secondaries.
Notable Mandates and Capital Markets Execution
Advised on several large transactions and capital markets deals, including Clear Channel Outdoors $6.2B sale, Tri Pointe Homes $4.5B sale, Kennedy Wilson $9.5B take-private, TowerBrook $1.2B continuation vehicle for EisnerAmper, and acted as active book runner on X-energy's $1.2B IPO.
Improved Profitability Metrics
Adjusted pretax margin improved to 15% (from 14% prior-year); adjusted compensation expense ratio declined to 65.8% from 69.0% in Q1 2025 (down ~320 basis points); adjusted non-compensation expense ratio was 21% in Q1.
Strong Balance Sheet and Shareholder Returns
Ended the quarter with $354 million of cash and no debt; repurchased 1.9 million shares at an average price of $61.40 (including 895,000 open-market shares); declared a regular quarterly dividend of $0.65 per share; returned approximately $171 million of capital to shareholders in Q1; repurchases and net settlement offset more than half of annual equity incentive issuance.
Talent Investment and Global Expansion
Hired eight managing directors year-to-date (2 joined, 6 to join), including sector hires in energy and health care IT and two MDs in Europe; relocated to a new expanded London office to support regional growth.
Technology and AI Adoption
Actively testing and deploying AI firm-wide, viewing AI as a productivity lever; continuing investments in technology (including hiring a MD focused on securitization) to capture capital markets and hybrid/structured opportunities.
MC 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
MC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 29, 2026 | $67.05 | $65.12 | -2.88% |
Feb 04, 2026 | $70.19 | $70.97 | +1.11% |
Oct 29, 2025 | $65.51 | $62.99 | -3.85% |
Jul 24, 2025 | $68.96 | $68.34 | -0.90% |
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 (MC) report earnings?
Moelis (MC) is schdueled to report earning on Jul 29, 2026, After Close (Confirmed).
What is Moelis (MC) earnings time?
Moelis (MC) earnings time is at Jul 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 MC EPS forecast?
MC EPS forecast for the fiscal quarter 2026 (Q2) is 0.62.