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Jun 30, 2022

Moelis Q2 2022 Earnings Report

Moelis & Company's financial performance decreased in the second quarter of 2022.

Key Takeaways

Moelis & Company reported a decrease in financial results for the second quarter of 2022, with GAAP revenues of $242.5 million and adjusted revenues of $237.4 million, a 34% decrease from the prior year period. GAAP net income was $0.56 per share (diluted) and adjusted net income was $0.57 per share (diluted). The decrease was primarily driven by fewer transaction completions compared to the second quarter of 2021.

Second quarter GAAP revenues were $242.5 million, while adjusted revenues were $237.4 million, a 34% decrease year-over-year.

GAAP net income was $0.56 per share (diluted) for the second quarter of 2022; Adjusted net income was $0.57 per share (diluted).

Adjusted pre-tax margin for the second quarter of 2022 was 24.9%.

The company repurchased 0.8 million shares of common stock for a total cost of $34.9 million during the second quarter.

Total Revenue
$237M
Previous year: $361M
-34.2%
EPS
$0.57
Previous year: $1.19
-52.1%
Cash and Equivalents
$277M
Previous year: $281M
-1.5%

Moelis

Moelis

Forward Guidance

Moelis & Company remains focused on delivering exceptional results for clients and shareholders, with continued execution on their organic growth strategy.

Positive Outlook

  • Continued to execute on organic growth strategy.
  • Added 19 Managing Directors year-to-date through internal development and key external hires.
  • Includes two Managing Directors hired in the United States since our last earnings release; one with a focus on the Food & Beverage sector and the other to expand our M&A capabilities
  • Fortress balance sheet with cash and short term investments of $276.6 million and no debt or goodwill
  • Declared quarterly dividend of $0.60 per share

Challenges Ahead

  • Revenues decreased by 34% compared to the prior year period.
  • Net income attributable to Moelis & Company decreased by 51% compared to the prior year period.
  • Income before income taxes decreased by 51% compared to the prior year period.
  • Non-compensation expenses increased by 40% compared to the prior year period.
  • Other income (expenses) decreased by $5.808 million compared to the prior year period.