NASDAQ$PFLT

PennantPark Floating Rate Capital Ltd · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Announced financial results for the second quarter ended March 31, 2025

PennantPark Floating Rate Capital Ltd. reported an increase in net investment income for the second quarter of fiscal year 2025, driven by a larger debt portfolio and higher investment income, despite an increase in expenses. The company also significantly increased its financial strength through strategic debt and equity financing activities.

  • Net investment income for the quarter was $25.0 million, or $0.28 per share.
  • The investment portfolio totaled $2,344.1 million as of March 31, 2025.
  • The weighted average yield on debt investments at quarter-end was 10.5%.
  • The company completed a $474.6 million term debt securitization in February 2025 and amended its credit facility in April 2025 to decrease pricing and extend terms.

Headline financials

Total Revenue

$48.2M

Previous: $20M+141.0%
EPS (adj)

$0.28

Previous: $0.31-9.7%
Weighted Average Yield on Debt Investments

10.5%

Previous: 12.3%-14.6%
Regulatory Debt to Equity Ratio

1.29

No prior period
Portfolio Companies on Non-Accrual

4

No prior period
Capital Expenditures

$0.00

Previous: $0.00
Free Cash Flow

$1.23M

Previous: $31.1M-96.1%
Net Income

$1.23M

Previous: $31.1M-96.1%
Operating Income

$34.5M

Previous: $9.98M+245.9%
Gross Profit

$48.2M

Previous: $20M+141.0%

Revenue & EPS history

PennantPark Floating Rate · Revenue · Quarterly

$48.2M

Q2 2025+141%vs Q2 2024
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

PennantPark Floating Rate · $20.9M total across 2 segments · Q3 2021

  • First Lien Secured Debt
    $18.2M-13.3%
  • Other Investments
    $2.7M+50.0%

Forward guidance

The company is well-positioned to take advantage of the upcoming attractive vintage of new loans due to increased financial strength from a lower cost credit facility, new low-cost long-term securitizations, and additional equity capital. The senior secured loan portfolio is positioned defensively and continues to perform well.

Tailwinds

  • Significantly increased financial strength during the quarter.
  • Lower cost credit facility achieved through amendment.
  • New low cost long term securitization completed.
  • New low cost securitization at PSSL JV completed.
  • Additional equity capital raised at PFLT.

Headwinds

  • Not specified.
  • Not specified.
  • Not specified.
  • Not specified.
  • Not specified.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

-0.3%

Avg return

Earnings day

-0.2%

Avg return

5 days after

-0.6%

Avg return

30 days after

48%

20 / 42 earnings

Positive

+8.8%

Q4 2020

Best reaction

-9.2%

Q2 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+0.3%-3.6%-9.7%
Q1 2026-3.5%-8.5%-14.7%
Q4 2025-1.0%-0.2%-1.6%
Q3 2025-1.1%-2.3%-2.5%
Q2 2025-0.8%+0.2%+2.6%
Q4 2024-0.1%+2.5%+1.5%
Q3 2024+0.3%+2.1%+6.5%
Q2 2024-1.2%-1.5%-1.9%
Q1 2024+0.9%+2.3%+1.7%
Q4 2023+0.3%-0.4%+6.5%
Q3 2023-4.6%-5.1%-5.6%
Q2 2023+3.9%+3.1%+2.9%
Q1 2023-2.1%+0.0%-8.6%
Q4 2022-2.3%-1.7%-3.1%
Q3 2022-2.8%+1.3%-8.1%
Q2 2022-1.1%-8.1%-10.5%
Q1 2022+1.7%-0.8%-2.1%
Q4 2021-3.4%-3.3%-8.2%
Q3 2021+0.8%+0.6%-0.7%
Q2 2021+1.4%-0.2%+1.8%
Q1 2021+1.4%-0.5%+3.6%
Q4 2020+8.8%+11.7%+11.3%
Q3 2020-2.5%+0.6%+1.1%
Q2 2020+7.9%+5.7%+29.5%
Q1 2020+1.6%+3.6%-7.0%
Q4 2019-0.4%+2.9%+4.8%
Q3 2019+1.9%+2.2%+2.5%
Q2 2019-9.2%-8.5%-11.6%
Q1 2019-0.7%+0.5%-1.3%
Q4 2018+1.0%+2.2%-6.7%
Q3 2018+0.9%+0.1%-2.9%
Q2 2018+1.5%+1.7%+5.2%
Q1 2018-8.8%-3.8%-1.9%
Q4 2017-1.3%-1.1%-2.1%
Q3 2017+0.1%-2.1%-0.4%
Q2 2017+0.6%+1.2%+1.6%
Q1 2016-0.6%-3.3%-2.3%
Q4 2016-0.5%+1.6%+4.7%
Q3 2016+2.0%+2.4%+2.8%
Q2 2016+0.7%
Q4 2015-0.9%
Q3 2011-2.3%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro