NYSE$HLI

Houlihan Lokey Inc. · Q4 2026 earnings

Q4 2026 earnings · · After market close · Investor relations

Briefing

Houlihan Lokey reported fiscal Q4 2026 revenues of $636M and net income attributable to the company of $99.8M, or $1.47 diluted EPS ($1.63 adjusted).

For the fourth quarter ended March 31, 2026 (fiscal Q4), Houlihan Lokey posted revenues of $636 million, down from $666 million a year ago, with Corporate Finance up 5% and Restructuring down 33%. Net income attributable to Houlihan Lokey was $99.8 million, or $1.47 per diluted share ($1.63 adjusted), and the firm increased its quarterly dividend 16.7% to $0.70.

  • Q4 revenues $636M; fiscal-year revenue record $2.62B.
  • Net income to HLI $99.8M; diluted EPS $1.47.
  • Corporate Finance revenue $434M (+5% YoY).
  • Restructuring revenue $110M on fewer large closings.

Headline financials

Total Revenue

$636M

Previous: $666M-4.6%
EPS (adj)

$1.63

Previous: $1.96-16.8%
Net Income

$99.8M

Previous: $122M-18.1%
Operating Income

$125M

Previous: $139M-10.1%

Revenue & EPS history

Houlihan Lokey · Revenue · Quarterly

$636M

Q4 2026-4.6%vs Q4 2025
Beat estimate in 11 of 14 quarters(79%)
ActualEstimate

Revenue by segment

Houlihan Lokey · $467M total across 3 segments · Q2 2024

  • Corporate Finance
    $282M-10.6%
  • Financial Restructuring
    $115M+17.4%
  • Financial & Valuation Advisory
    $70.6M-8.1%

Forward guidance

Management cited macro uncertainty entering fiscal 2027 but optimism across M&A, restructuring, and valuation advisory lines.

Tailwinds

  • Record fiscal-year revenue and earnings.
  • Dividend increase signals capital return confidence.

Headwinds

  • Q4 revenue down YoY on restructuring softness.
  • Compensation ratio remains ~64% of revenue.

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 Q4 2026

Historical avgQ4 2026

+1.2%

Avg return

Earnings day

+1.5%

Avg return

5 days after

+1.5%

Avg return

30 days after

63%

30 / 48 earnings

Positive

+12.2%

Q2 2022

Best reaction

-10.7%

Q2 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+4.3%+1.5%-5.6%
Q3 2026-6.6%-0.7%-3.0%
Q2 2026-10.7%-10.0%-12.0%
Q4 2025+6.8%+8.7%+7.9%
Q3 2025-2.3%-1.9%-5.8%
Q2 2025+3.6%+2.2%+13.4%
Q1 2025+1.7%-1.5%+4.5%
Q4 2024+0.3%+1.3%-2.7%
Q3 2024+5.9%+3.7%+6.2%
Q2 2024+1.5%+3.7%+9.4%
Q1 2024-8.3%-7.2%-5.5%
Q4 2023+6.1%+1.6%+7.1%
Q3 2023-0.2%+3.2%-2.9%
Q2 2023+9.3%+10.8%+21.5%
Q1 2023+2.5%+1.7%-3.0%
Q4 2022+2.9%+6.3%-2.5%
Q3 2022+7.4%+3.2%-7.8%
Q2 2022+12.2%+17.8%+11.9%
Q1 2022-5.1%-3.5%+1.0%
Q4 2021+5.3%+10.7%+18.1%
Q3 2021-3.7%-1.2%-5.6%
Q2 2021-0.4%-1.6%+3.3%
Q1 2021-1.6%-2.2%+6.1%
Q4 2020-2.1%-0.4%-8.4%
Q3 2020+7.4%+8.6%+2.0%
Q2 2020-0.4%+1.0%+2.0%
Q1 2020+6.2%+4.1%-3.4%
Q4 2019+1.9%-1.9%-4.2%
Q3 2019+1.9%+1.0%+5.0%
Q2 2019+0.5%+5.4%+4.6%
Q1 2019-6.6%-6.5%-10.0%
Q4 2018+5.3%+4.1%+7.6%
Q3 2018-2.8%-7.8%-9.5%
Q2 2018+4.5%+0.5%+6.0%
Q1 2018+5.1%+1.1%-2.0%
Q4 2017+6.3%+1.9%-1.0%
Q3 2017+5.1%+4.7%+3.5%
Q2 2017-2.8%-3.7%+19.5%
Q1 2016-0.5%+0.7%-4.4%
Q1 2017+2.3%+7.9%+4.9%
Q4 2014-2.4%-5.9%-2.3%
Q4 2016+0.1%
Q3 2015-1.1%
Q3 2016+0.4%
Q1 2015+0.5%
Q2 2015+0.5%
Q4 2015+0.5%
Q2 2016-0.8%

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