Houlihan Lokey NYSE: HLI reported first-quarter fiscal 2027 revenue of $511 million and adjusted earnings per share of $1.35, with management characterizing the quarter as a temporary disruption rather than a fundamental change in its outlook.
Houlihan Lokey (HLI) came out with quarterly earnings of $1.35 per share, missing the Zacks Consensus Estimate of $1.64 per share. This compares to earnings of $2.14 per share a year ago.
The headline numbers for Houlihan Lokey (HLI) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 16 | $3,285.12 | $2,041.28 | -$1,243.84 | -37.86% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 2,093 | $280,779 | $269,997 | -$10,782 | -3.84% |
| WH William Herlihy RESOURCES MANAGEMENT Corp. /CT/ /ADV | 7,704 | $1.17M | $991,350.64 | -$180,360.36 | -15.39% |
John W. Rogers Jr Ariel Investment LLC | 244,520 | $32.8M | $31.46M | -$1.33M | -4.06% |
Vaughan Nelson Vaughan Nelson Investment Management LP | 514,374 | $71.35M | $64.55M | -$6.81M | -9.54% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brennan Hawken BMO Capital | 379.96 | $47,677.2 | $48,741.08 | $1,063.88 | 2.23% |
| Capital Markets Industry | Financials Sector | Scott Joseph Adelson CEO | NYSE Exchange | 441593100 CUSIP |
| US Country | 2,800 Employees | 1 Sep 2026 Last Dividend | - Last Split | 13 Aug 2015 IPO Date |
Houlihan Lokey, Inc. stands out as a globally recognized investment banking firm, offering a comprehensive range of services including merger and acquisition (M&A), capital market advice, financial restructuring, and financial and valuation advisory services. Since its inception in 1972, the company has grown to serve a wide array of clients worldwide, including corporations, financial sponsors, and government agencies. Its strategic guidance spans across various transactions, leveraging deep industry expertise. Headquartered in Los Angeles, California, the firm operates through three main segments: Corporate Finance, Financial Restructuring, and Financial and Valuation Advisory, each dedicated to fulfilling the diverse financial and strategic needs of its clientele.
This segment offers a breadth of advisory services aimed at facilitating buy-side and sell-side transactions, equity and debt placements, and public offerings. It caters to both public and private institutions seeking to navigate the complexities of leveraged loans, mezzanine debt, high-yield debt, initial public offerings, follow-ons, convertibles, private placements, and liability management. Furthermore, it provides specialized advisory to financial sponsors across a range of transactions.
Houlihan Lokey's expertise in financial restructuring encompasses advisory services for debtors, creditors, and other stakeholders involved in recapitalization or deleveraging processes. This includes the structuring and negotiation of reorganization plans, the analysis and structuring of exchange offers, corporate viability assessments, and the procurement of debtor-in-possession financing. The segment is also equipped to offer dispute resolution and expert testimony services, supporting clients through the most challenging financial restructuring scenarios.
With a focus on valuation and advisory, this segment delivers comprehensive valuations of a wide variety of assets, including businesses, illiquid debt and equity securities, and intellectual property. Additionally, it provides fairness and solvency opinions critical for M&A transactions, corporate spin-offs, and dividend recapitalizations. The segment's offerings extend to a suite of other financial opinions and dispute resolution services, equipping clients with the insights necessary for informed decision-making.