MORGAN STANLEY DIRECT LENDIN (MSDL) Earnings History & Surprises

NYSE:MSDLUS61774A1034

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MSDL Earnings overview

Past quarterly earnings results for MORGAN STANLEY DIRECT LENDIN (MSDL), including EPS and revenue actuals, analyst estimates, and surprise percentages. This page focuses on historical performance (not forecasts).

Earnings Snapshot

Next Earnings Date

Upcoming
Release Date
May 6, 2026
Period
Q1 / 2026
EPS Estimate
$0.47
Revenue Estimate
94.679M

Last Reported

Most Recent
Release Date
Feb 26, 2026
Period
Q4 / 2025
EPS Reported
$0.62
EPS Surprise
22.97%
Revenue Surprise
5.27%

Beat Rate

Last 8 Quarters
31%
EPS and Revenue beats vs estimates

Quarterly Earnings Historical Results

EPS & Revenue History (in USD): Actual vs estimated values, surprises, q2q growth and acceleration numbers quarterly history.

QuarterEPSEPS EstEPS SurpriseEPS Q2QRevenueRevenue EstRevenue SurpriseRevenue Q2Q
Q4 2025 0.62 0.50 22.97% 8.77% 104.327M 99.106M 5.27% 5.12%
Q3 2025 0.50 0.51 -2.79% -24.24% 99.722M 100.83M -1.10% -9.14%
Q2 2025 0.50 0.53 -4.82% -20.63% 91.78M 101.74M -9.79% -11.91%
Q1 2025 0.52 0.56 -7.31% -17.46% 101.458M 104.29M -2.72% 2.38%
Q4 2024 0.57 0.63 -10.16% -14.93% 99.245M 109.36M -9.25% -1.50%
Q3 2024 0.66 0.65 0.79% - 109.752M 109.5M 0.23% 16.20%
Q2 2024 0.63 0.63 -0.70% - 104.188M 103.22M 0.94% -
Q1 2024 0.63 0.66 -4.39% - 99.101M 101.4M -2.27% -
Q4 2023 0.67 0.68 -0.78% - 100.754M 99.449M 1.31% -
Q3 2023 - - 94.451M - -

Notes

  • EPS and Revenue values are non-GAAP when available, otherwise GAAP.
  • Surprise % is (Actual - Estimate) / |Estimate|. Green indicates positive surprise, red negative.
  • Q2Q % is quarter-over-quarter growth. Green indicates growth, red indicates decline.
  • Green right border indicates acceleration for sales or earnings growth. Acceleration is the case when the current Q2Q is above the previous Q2Q.

Earnings Q2Q Performance Trends

EPS Historical Q2Q growth and Acceleration

MSDL EPS Q2Q GrowthMSDL EPS Q2Q GrowthEPS Q2Q Growth Q4/24 Q1/25 Q2/25 Q3/25 Q4/25 Q1/26 Q2/26 Q3/26 Q4/26 Q1/27 Q2/27 Q3/27 Q4/27 0 -10 -20

Revenue Historical Q2Q growth and Acceleration

MSDL Revenue Q2Q GrowthMSDL Revenue Q2Q GrowthRevenue Q2Q Growth Q3/24 Q4/24 Q1/25 Q2/25 Q3/25 Q4/25 Q1/26 Q2/26 Q3/26 Q4/26 Q1/27 Q2/27 Q3/27 Q4/27 0 5 -5 10 -10 15

Surprise distribution (Last 4 Quarters)

EPS beat statistics

EPS beat (4)
1
Average EPS beat (4)
2.01%
Max EPS beat (4)
22.97%
Min EPS beat (4)
-7.31%

Revenue beat statistics

Revenue beat (4)
1
Average Revenue beat (4)
-2.08%
Max Revenue beat (4)
5.27%
Min Revenue beat (4)
-9.79%

Analysis

In the last 4 quarters, MSDL has beaten EPS estimates in 1 out of 4 releases
MSDL has beaten revenue estimates in 1 out of the last 4 releases
In the last 4 quarters, MSDL has beaten the EPS estimates by 2.0% on average.
In the last 4 quarters, MSDL reported -2.1% below the revenue estimates on average.

MORGAN STANLEY DIRECT LENDIN / MSDL Earnings FAQ

What is the most recent earnings date for MSDL stock?

MORGAN STANLEY DIRECT LENDIN (MSDL) last reported earnings on 2/26/2026.

Did MORGAN STANLEY DIRECT LENDIN (MSDL) beat earnings estimates last quarter?

MORGAN STANLEY DIRECT LENDIN (MSDL) beat EPS estimates and beat revenue estimates in the most recent quarter.

What percentage of the time does MSDL stock beat earnings estimates?

In the last 4 quarters, MORGAN STANLEY DIRECT LENDIN (MSDL) has beaten EPS estimates in 1 out of 4 releases.