7.
NET INCOME (LOSS) PER SHARE ATTRIBUTABLE TO CLASS A COMMON SHAREHOLDERS

The calculations of basic and diluted net income (loss) per share attributable to holders of shares of Class A common stock for the years ended December 31, 2025, 2024 and 2023 are presented below.

 

 

 

Year Ended December 31,

(dollars in thousands, except per share amounts)

 

2025

 

 

2024

 

 

2023

Numerator:

 

 

 

 

 

 

 

 

 

 

 

Net income (loss) attributable to holders of shares of Class A common stock—basic

 

$

233,037

 

 

$

136,020

 

 

$

(24,700)

Add (deduct) dilutive effect of:

 

 

 

 

 

 

 

 

 

 

 

Noncontrolling interests related to Class A partnership units

(a)

 

 

 

(a)

 

 

 

(a)

 

 

Net income (loss) attributable to holders of shares of Class A common stock—diluted

 

$

233,037

 

 

$

136,020

 

 

$

(24,700)

Denominator:

 

 

 

 

 

 

 

 

 

 

 

Weighted average shares of Class A common stock outstanding—basic

 

 

75,028,237

 

 

 

71,876,838

 

 

 

68,501,018

Add (deduct) dilutive effect of:

 

 

 

 

 

 

 

 

 

 

 

Noncontrolling interests related to Class A partnership units

(a)

 

 

 

(a)

 

 

 

(a)

 

 

Weighted average number of incremental shares issuable from unvested RSUs and stock options, as calculated using the treasury stock method

(b)

 

4,204,506

 

(b)

 

4,735,110

 

(b)(c)

 

Weighted average shares of Class A common stock outstanding—diluted

 

 

79,232,743

 

 

 

76,611,948

 

 

 

68,501,018

Net income (loss) per share attributable to holders of shares of Class A common stock

 

 

 

 

 

 

 

 

 

 

 

Basic

 

$

3.11

 

 

$

1.89

 

 

$

(0.36)

Diluted

 

$

2.94

 

 

$

1.78

 

 

$

(0.36)

 

We have not included the impact of Class B common stock because these shares are entitled to an insignificant amount of economic participation.

(a)
Class A partnership units may be exchanged for Moelis & Company Class A common stock on a one‑for‑one basis, subject to applicable exchange restrictions. If all Class A partnership units were to be exchanged for Class A common stock, fully diluted Class A common stock outstanding would be 85,698,993 shares for the year ended December 31, 2025, 82,710,678 shares for the year ended December 31, 2024 and 74,739,488 shares for the year ended December 31, 2023. In computing the dilutive effect, if any, that the aforementioned exchange would have on net income (loss) per share, net income (loss) available to holders of Class A common stock would be adjusted due to the elimination of the noncontrolling interests in consolidated entities associated with the Group LP Class A partnership units (including any tax impact). For the years ended December 31, 2025, 2024 and 2023, such exchange is not reflected in diluted net income (loss) per share as the assumed exchange is not dilutive.
(b)
Certain RSUs assumed to be issued as Class A common stock pursuant to the treasury stock method were antidilutive and therefore excluded from the calculation of diluted net income (loss) per share attributable to Moelis & Company for certain periods. During the years ended December 31, 2025, 2024 and 2023, there were 39,613 RSUs, 7,388 RSUs, and 3,771 RSUs that would have been included in the treasury stock method calculation if the effect were dilutive, respectively.
(c)
The Company incurred a loss for the year ended December 31, 2023, and as a result the assumed issuance of any Class A common stock pursuant to the treasury stock method is antidilutive. There were 4,292,742 shares pursuant to the treasury stock method related to unvested RSUs that were excluded from diluted share count for the year ended December 31, 2023. If such shares were
included, diluted Class A common stock outstanding would be 72,793,760 shares for the year ended December 31, 2023.

Historical Timeline

Fiscal YearFiled
2025Feb 26, 2026Showing above
2024Feb 27, 2025
2023Feb 22, 2024
2022Feb 23, 2023
2021Feb 23, 2022
2020Feb 24, 2021
2019Feb 27, 2020
2018Feb 27, 2019
2017Feb 28, 2018
2016Feb 28, 2017
2015Mar 14, 2016

About Earnings Per Share Disclosures

The earnings per share disclosure breaks down the calculation from net income to both basic and diluted EPS, revealing the full impact of a company's capital structure on per-share economics. The reconciliation between basic and diluted share counts exposes how many stock options, RSUs, convertible securities, and warrants are potentially dilutive to existing shareholders.

Key signals: a widening gap between basic and diluted shares indicates growing dilution from equity compensation or convertible instruments. Anti-dilutive securities excluded from the diluted calculation deserve attention — they represent latent dilution that will materialize if the stock price rises. Watch for the effect of share buybacks on per-share metrics: EPS growth driven primarily by repurchases rather than income growth signals weakening fundamentals. Compare year-over-year changes in the diluted share count against equity compensation expense to assess whether management is effectively managing dilution.