NASDAQ$NMFC

New Mountain Finance Corporation · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Reported a successful quarter with increased net investment income and strong credit performance.

New Mountain Finance Corporation reported a strong third quarter with net investment income of $0.40 per share, a 25% year-over-year increase. The company's NAV per share was $13.06. They declared a fourth quarter regular distribution of $0.32 per share and a supplemental distribution of $0.04 per share.

  • Net investment income per share increased by 25% year-over-year.
  • Net asset value per share was reported at $13.06.
  • The company declared a fourth quarter regular distribution of $0.32 per share.
  • A supplemental distribution of $0.04 per share was declared for the third quarter.

Headline financials

Total Revenue

$46.5M

Previous: $68.3M-32.0%
EPS (adj)

$0.40

Previous: $0.32+25.0%
Statutory Debt/Equity

1.21

Previous: 1.26-4.0%
Net Debt/Equity

1.16

Previous: 1.23-5.7%
Free Cash Flow

$28.7M

Previous: $7.71M+272.4%
Net Income

$28.7M

Previous: $7.71M+272.4%
Operating Income

$22.6M

Previous: $46.1M-51.1%
Gross Profit

$46.5M

Previous: $68.3M-32.0%
Cash & Equivalents

$83.3M

Previous: $48.9M+70.2%
Total Assets

$3.28B

Previous: $3.35B-2.0%

Revenue & EPS history

NMFC · Revenue · Quarterly

$46.5M

Q3 2023-32%vs Q3 2022
Beat estimate in 5 of 13 quarters(38%)
ActualEstimate

Revenue by segment

NMFC · $2.88B total across 5 segments · Q3 2023

  • First Lien
    $1.69B-4.4%
  • Second Lien
    $546M-7.9%
  • Common Equity and Other
    $356M-8.7%
  • Preferred Equity
    $196M+12.3%
  • Subordinated
    $86.2M+16.9%

Forward guidance

The company extended the Facility Maturity Date from April 20, 2026 to October 26, 2028. They also extended the Maturity Date from March 25, 2026 to March 25, 2027 and reduced the applicable interest rate. Lastly, they extended the Maturity Date from December 31, 2024 to December 31, 2027 and increased the maximum amount available from $50.0 million to $100.0 million.

Tailwinds

  • Extended the Facility Maturity Date to October 26, 2028.
  • Extended the Maturity Date to March 25, 2027.
  • Reduced the applicable interest rate.
  • Extended the Maturity Date to December 31, 2027.
  • Increased the maximum amount available to $100.0 million.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q3 2023

Historical avgQ3 2023

-0.2%

Avg return

Earnings day

-0.2%

Avg return

5 days after

+0.0%

Avg return

30 days after

56%

10 / 18 earnings

Positive

+4.3%

Q1 2025

Best reaction

-4.3%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.6%-3.7%-8.8%
Q4 2025-4.3%-4.5%-8.1%
Q3 2025+0.2%-0.5%+0.4%
Q1 2025+4.3%+6.7%+9.4%
Q3 2024+0.4%-5.1%+4.9%
Q2 2024-1.0%-4.5%-1.5%
Q1 2024+0.0%-0.4%-0.8%
Q4 2023+1.8%+0.7%-0.9%
Q3 2023+2.7%+1.4%+3.1%
Q2 2023+0.5%+3.1%+0.9%
Q1 2023+0.5%+2.6%+7.5%
Q4 2022-1.7%-0.6%-5.1%
Q3 2022-3.0%+0.3%+1.0%
Q2 2022+0.7%+2.5%-0.3%
Q1 2022-2.7%-5.4%-2.9%
Q4 2021+1.0%+1.6%+2.4%
Q3 2021-1.8%-0.5%-3.3%
Q4 2020+0.2%+2.3%+3.0%

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