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Morgan Stanley Direct Lending Fund (MSDL) Q1 2026 Earning...
2026-05-09 · via All Articles on Seeking Alpha

Q1: 2026-05-07 Earnings Summary

EPS of $0.47 beats by $0.01

 | 

Revenue of

$89.06M

(-12.22% Y/Y)

misses by $1.49M

Morgan Stanley Direct Lending Fund (MSDL) Q1 2026 Earnings Call May 8, 2026 10:00 AM EDT

Company Participants

Sanna Johnson - Investor Relations Contact
Michael Occi - CEO & Director
Jeffrey Day - Co-President
Ashwin Krishnan - Chief Investment Officer
David Pessah - Chief Financial Officer
Rebecca Shaoul - Managing Director

Conference Call Participants

Finian O'Shea - Wells Fargo Securities, LLC, Research Division
Ethan Kaye - Lucid Capital Markets, LLC, Research Division
Cory Johnson - UBS Investment Bank, Research Division

Presentation

Operator

Good day, and welcome to the Morgan Stanley Direct Lending Q1 2026 Earnings Call. [Operator Instructions] As a reminder, this conference call is being recorded. At this time, I'd like to turn the call over to Sanna Johnson, Head of Investor Relations. Please go ahead.

Sanna Johnson
Investor Relations Contact

Good morning, and welcome to Morgan Stanley Direct Lending Fund's First Quarter 2026 Earnings Call. I am joined this morning by Michael Occi, Chief Executive Officer; Ashwin Krishnan, Chief Investment Officer; Jeff Day, Co-President; David Pessah, Chief Financial Officer; and Rebecca Shaoul, Head of Portfolio Management.

Morgan Stanley Direct Lending Fund's First Quarter 2026 financial results were released yesterday after market close and can be accessed on the Investor Relations section of our website at www.msdl.com. We have arranged for a replay of today's event that will be accessible from the Morgan Stanley Direct Lending Fund website. During this call, I want to remind you that we may make forward-looking statements based on current expectations. The statements on this call that are not purely historical are forward-looking statements. These forward-looking statements are not a guarantee of future performance and are subject to uncertainties and other factors that could cause actual results to differ materially from those expressed in the forward-looking statements, including and without limitation, market conditions, uncertainties surrounding interest rates, changing economic conditions and other factors we have identified in our