MC Cover Image

Investment banking firm Moelis & Company NYSE:MC announced better-than-expected revenue in Q2 CY2026, with sales up 12% year on year to $409.4 million. Its non-GAAP profit of $0.63 per share was 3.2% above analysts’ consensus estimates.

Moelis (MC) Q2 CY2026 Highlights:

  • Revenue: $409.4 million vs analyst estimates of $387.8 million (12% year-on-year growth, 5.6% beat)
  • Pre-tax Profit: $75.28 million (18.4% margin)
  • Adjusted EPS: $0.63 vs analyst estimates of $0.61 (3.2% beat)
  • Market Capitalization: $5.10 billion

Company Overview

Founded in 2007 by veteran banker Ken Moelis during the lead-up to the financial crisis, Moelis & Company NYSE:MC is an independent investment bank that provides strategic and financial advisory services to corporations, financial sponsors, governments, and sovereign wealth funds.

Revenue Growth

A company’s long-term performance is an indicator of its overall quality. Any business can put up a good quarter or two, but the best consistently grow over the long haul. Unfortunately, Moelis’s 4.9% annualized revenue growth over the last five years was tepid. This was below our standard for the financials sector and is a rough starting point for our analysis.

Moelis Quarterly Revenue

We at StockStory place the most emphasis on long-term growth, but within financials, a half-decade historical view may miss recent interest rate changes, market returns, and industry trends. Moelis’s annualized revenue growth of 27.9% over the last two years is above its five-year trend, suggesting its demand recently accelerated.

Moelis Year-On-Year Revenue Growth

Note: Quarters not shown were determined to be outliers because they were impacted by outsized investment gains/losses that are not indicative of the recurring fundamentals of the business.

This quarter, Moelis reported year-on-year revenue growth of 12%, and its $409.4 million of revenue exceeded Wall Street’s estimates by 5.6%.

ALSO WORTH WATCHING: Nvidia’s Quiet Partner. Nvidia’s chips cost a hundred grand. The connectors that make them work cost even more. One company makes them all.

Every AI server needs specialized infrastructure the chip companies don’t make. High-speed cables. Power connectors. Thermal sensors. This 90-year-old company built a monopoly on it. The AI boom just started. This stock is still flying under the radar.

Key Takeaways from Moelis’s Q2 Results

We enjoyed seeing Moelis beat analysts’ revenue expectations this quarter. We were also glad its EPS outperformed Wall Street’s estimates. Overall, we think this was a decent quarter with some key metrics above expectations.

So do we think Moelis is an attractive buy at the current price? If you’re making that decision, you should consider the bigger picture of valuation, business qualities, as well as the latest earnings. .