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$2.60 per share
Est. EPS $3.08 · Revenue $1.74B · 6 analysts
Est. EPS $0.92 · Revenue $502.62M · 3 analysts
Est. EPS $1.35 · Revenue $646.97M · 4 analysts
$2.60 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $1.5B | +27.0% | +28.0% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $233.0M | +71.3% | +26.4% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +99.2% | +225.2% | +189.3% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +18.1% | +24.7% | +40.5% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +15.4% | +34.9% | -1.2% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $540.0M | +30.0% | +174.8% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +35.6% | +2.4% | +158.4% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 47.0% | -7.0% | -5.3% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 21.47x | +2882.8% | +2804.2% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $1.8B | +31.5% | +9.2% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 2.94 vs 2.75 | +6.9% | 0.62 vs 0.92 | -32.8% |
| Revenue Surprise | $1.5B vs $1.5B | +1.3% | $409.4M vs $502.6M | -18.5% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 27, 2026 | Shropshire Kenneth | director | Class A Common Stock | D | 1,881 | $69.06 |
| Aug 4, 2026 | WATANABE OSAMU R. | officer: General Counsel, Secretary | Class A Common Stock | D | 4,850 | $69.30 |
| Jul 1, 2026 | Barker Thorold | director | 2026 Annual Restricted Stock Units | A | 1,545 | $64.68 |
| Jul 1, 2026 | Mirrer Louise | director | 2026 Annual Restricted Stock Units | A | 1,623 | $64.68 |
| Jul 1, 2026 | Worrell Laila | director | 2026 Elective Restricted Stock Units | A | 1,777 | $64.68 |
Operator: Good afternoon, and welcome to the Moelis and Company Earnings Conference Call for the Second Quarter of 26. After today's prepared remarks, we will host a question and answer session. If you would like to ask a question, please press 1 to raise your hand. Withdraw your question, press 1 again. To begin, I turn the call over to Mr. Matthew Tsukroff. Please go ahead. Matthew Tsukroff: Afternoon, and thank you for joining us for Moelis and Company second quarter 26 financial results conference call. On the phone today are Navid Mahmoodzadegan, CEO and Co-Founder, and Christopher Callesano, Chief Financial Officer. Before we begin, I would like to note that the remarks made on this call may contain certain forward-looking statements, which are subject to various risks and uncertainties, including those identified from time to time in the Risk Factors section of Moelis and Company's filings with the SEC. Actual results could differ materially from those currently anticipated. The firm undertakes no obligation to update any forward looking statements. Our comments today include references to certain adjusted financial measures. We believe these measures, when presented together with comparable GAAP measures, are useful to investors to compare our results across several periods and to better understand our operating results. The reconciliation of these adjusted financial measures with the relevant GAAP financial information and other information required by Reg G is provided in the firm's earnings release which can be found on our Investor Relations website at investors.moelis.com. Now I will turn the call over to Navid. Navid Mahmoodzadegan: Thank you, Matthew, and good afternoon, everyone. Appreciate your being with us today. The second quarter was another strong period for our firm. We reported revenues of $409 million, up 12% year over year. For the first half of 26, revenues were $729 million, an increase of 9% from the prior year period. These results represent record revenues for both the quarter and the first half, driven by higher average fees per completed transaction and meaningful contributions from the businesses we have built and expanded in recent years. Collectively, our non-M&A businesses generated record revenues in the first half led by capital markets and the growing contribution from private capital advisory. Since our last earnings call, we have advised on a number of notable transactions. These include Taylor Morrison's $8.5 billion sale to Berkshire Hathaway, Magnolia Oil and Gas' $4.1 billion acquisition of Wildfire Energy, Iqvia's $3.8 billion sale to Eli Lilly, and Bridgepoint's acquisition of Kate Anderson Real Estate. Beyond M&A, we advised Office Properties Income Trust on $2.4 billion restructuring, Carlyle on its continuation vehicle for content partners, we served as active bookrunner and lead placement agent on a $1.1 billion IPO and concurrent private placement. Despite market volatility driven by the war …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Navid Mahmoodzadegan | Co-Founder, Founding Partner, Chief Executive Officer & Director | USD 8,725,675 | Male | 1969 | Active |
Kate Pilcher Ciafone | Co- Founder & Chief Operating Officer | USD 1,972,745 | Female | 1980 | Active |
Christopher Callesano | Chief Financial Officer | USD 1,269,100 | Male | 1973 | Active |
Jeffrey Raich | Co-Founder & Executive Vice Chairman | USD 662,475 | Male | 1967 | Active |
Kenneth David Moelis | Founder & Executive Chairman | USD 662,475 | Male | 1959 | Active |
John Momtazee | Co-Founder, MD and Global Chairman of Media, Sports & Entertainment | — | Male | — | Active |
Nick Riehl | Principal Accounting Officer | — | Male | — | Active |
Eric Cantor | Vice Chairman & MD | — | Male | 1963 | Active |
Ted Ferguson | MD of New York & Chief Information Officer | — | Male | — | Active |
Michele S. Miyakawa | Co-Founder & MD of Los Angeles | — | Female | 1970 | Active |
Arrowstreet Capital Limited Partnership bought a new position in Moelis and Company (NYSE: MC) in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 273,954 shares of the asset manager's stock, valued at approximately $15,615,000. Arrowstreet Capital Limited Partnership
MC's Q2 earnings beat estimates as revenues rise 12% on higher average fees per completed transaction despite higher expenses.
Moelis & Company NYSE: MC reported record second-quarter and first-half revenue for 2026, citing higher average fees per completed transaction and growing contributions from its capital markets and private capital advisory businesses.
Moelis & Company (MC) Q2 2026 Earnings Call Transcript
Moelis (MC) came out with quarterly earnings of $0.63 per share, beating the Zacks Consensus Estimate of $0.62 per share. This compares to earnings of $0.53 per share a year ago.
