M MSDL

Morgan Stanley Direct Lending Fund

$15.59

+1.20% (+$0.19)

Volume 654,246

52W High $19.94

52W Low $13.66

Market Cap $1.31B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$0.46

Whisper EPS

$0.43

6.7% below consensus

Last Quarter

$0.47

Current Streak

7 Misss

Avg Surprise (4Q)

-14.88%

Next Earnings Report

Reports in 49 days

Report Date Aug 6, 2026

Whisper Spread -6.74%

Consensus Estimate

$0.46

Official analyst average

Whisper Number

$0.43

What traders expect

Cautious Sentiment: The whisper number is 6.7% below consensus, suggesting traders are skeptical. Meeting consensus may not be enough to satisfy the market.

Price Chart

EPS History: Consensus vs Actual

Last 10 quarters

Price Movement Around Earnings

Q1 2026 May 7, 2026

1-Day: -0.19%

5-Day: -2.32%

Q4 2025 Feb 26, 2026

1-Day: -4.33%

5-Day: -5.75%

Q3 2025 Nov 6, 2025

1-Day: -0.96%

5-Day: +0.48%

Q2 2025 Aug 7, 2025

1-Day: -1.54%

5-Day: -2.26%

Revenue & Financial Performance

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q4'25	$194.1M	+131.0%	--	--	$44.0M
Q3'25	$64.7M	-23.9%	47.6%	43.3%	$27.6M
Q2'25	$73.0M	-16.0%	52.5%	49.7%	$36.1M
Q1'25	$65.4M	-14.5%	47.8%	46.3%	$29.7M
Q4'24	$84.0M	+1.4%	60.5%	62.6%	$51.6M
Q3'24	$85.0M	-14.0%	61.0%	63.2%	$53.2M
Q2'24	$86.9M	+8.7%	66.3%	68.5%	$59.0M
Q1'24	$76.6M	+15.1%	64.4%	68.1%	$51.7M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q1 2026	May 7, 2026	$0.52	$0.41	$0.47	-9.62%	Beat
Q4 2025	Feb 26, 2026	$0.52	$0.44	$0.49	-5.77%	Beat
Q3 2025	Nov 6, 2025	$0.52	$0.48	$0.32	-38.46%	Missed
Q2 2025	Aug 7, 2025	$0.53	$0.50	$0.50	-5.66%	Met
Q1 2025	May 8, 2025	$0.55	$0.55	$0.34	-38.18%	Missed
Q4 2024	Feb 27, 2025	$0.60	$0.61	$0.58	-3.33%	Missed
Q3 2024	Nov 7, 2024	$0.61	$0.61	$0.60	-1.64%	Missed
Q2 2024	Aug 8, 2024	$0.62	$0.62	$0.63	+1.61%	Beat
Q1 2024	May 9, 2024	$0.65	$0.67	$0.63	-3.08%	Missed
Q4 2023	Mar 1, 2024	$0.66	$0.66	$0.67	+1.52%	Beat