NYSE$MAIN

Main Street Capital Corp. · Q1 2021 earnings

Q1 2021 earnings · · Investor relations

Briefing

Main Street Capital Corporation's financial performance was marked by net investment income of $39.8 million, distributable net investment income of $42.1 million, and a net asset value of $22.65 per share.

Main Street Capital Corporation announced its financial results for the first quarter of 2021, highlighting a net investment income of $0.58 per share, distributable net investment income of $0.62 per share, and a net asset value of $22.65 per share. The company's performance reflected the continued recovery of its portfolio companies from the COVID-19 pandemic.

  • Net investment income was $39.8 million (or $0.58 per share).
  • Distributable net investment income was $42.1 million (or $0.62 per share).
  • Net asset value increased to $22.65 per share.
  • The company issued $300.0 million of investment grade notes at a rate of 3.00%.

Headline financials

Total Revenue

$62.8M

Previous: $56.2M+11.9%
EPS (adj)

$0.58

Previous: $0.57+1.8%
Return on Equity

0.0%

Previous: 0.0%+18.2%
LMM Portfolio Companies

71

No prior period
LMM Portfolio Fair Value

$1.33B

No prior period
Private Loan Portfolio Companies

63

No prior period
Private Loan Portfolio Fair Value

$741M

No prior period
Middle Market Portfolio Companies

40

No prior period
Middle Market Portfolio Fair Value

$418M

No prior period
Net Income

$39.8M

No prior period
Operating Income

$39.8M

No prior period
Cash & Equivalents

$65M

No prior period
Total Assets

$2.91B

No prior period

Revenue & EPS history

Main Street Capital · Revenue · Quarterly

$62.8M

Q1 2021+11.9%vs Q1 2020
Beat estimate in 14 of 16 quarters(88%)
ActualEstimate

Revenue by segment

Main Street Capital · $62.8M total across 3 segments · Q1 2021

  • Interest Income
    $43.5M-3.1%
  • Dividend Income
    $17.7M+120.1%
  • Fee Income
    $1.64M-49.3%

Forward guidance

Forward-looking statements are based on current conditions and information available to Main Street as of the date hereof and include statements regarding Main Street's goals, beliefs, strategies and future operating results and cash flows. Management believes that the expectations reflected in those forward-looking statements are reasonable, Main Street can give no assurance that those expectations will prove to be correct.

Tailwinds

  • Ability to continue to navigate the remaining economic effects of the COVID-19 pandemic
  • Ability to successfully source and execute on new portfolio investments
  • Continued effectiveness in raising, investing and managing capital
  • Retention of key investment personnel
  • Expansion of Credit Facility capacity

Headwinds

  • Adverse changes in the economy generally or in the industries in which Main Street's portfolio companies operate
  • Potential impacts of the COVID-19 pandemic on the business and operations, liquidity and access to capital of Main Street and its portfolio companies, and on the U.S. and global economies, including public health requirements in response to the pandemic
  • Changes in laws and regulations or business, political and/or regulatory conditions that may adversely impact Main Street's operations or the operations of its portfolio companies
  • The operating and financial performance of Main Street's portfolio companies and their access to capital
  • Competitive factors

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 Q1 2021

Historical avgQ1 2021

+0.8%

Avg return

Earnings day

+0.9%

Avg return

5 days after

+0.1%

Avg return

30 days after

66%

42 / 64 earnings

Positive

+8.1%

Q1 2010

Best reaction

-9.4%

Q2 2011

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-4.4%-10.0%-8.4%
Q4 2025-2.2%+1.4%-11.3%
Q3 2025+2.9%+3.5%+6.3%
Q1 2025-0.2%+0.3%+8.4%
Q4 2024+3.2%-1.5%-3.9%
Q3 2024+0.6%+1.4%+7.3%
Q2 2024-0.7%-1.1%-0.6%
Q1 2024-2.4%-1.6%-3.7%
Q4 2023+1.0%+2.7%+2.5%
Q3 2023+3.5%+2.2%+6.1%
Q2 2023-0.2%-1.7%-4.3%
Q1 2023-0.7%-0.4%-0.7%
Q4 2022+3.0%+6.7%-1.3%
Q3 2022+4.6%+4.7%+2.0%
Q2 2022+1.2%-0.9%-9.7%
Q1 2022-1.5%-5.5%-8.6%
Q4 2021+2.7%+2.0%+0.3%
Q3 2021+4.0%+4.4%+0.4%
Q2 2021+0.8%+2.3%+0.5%
Q1 2021-1.0%-3.6%-2.2%
Q4 2020-0.7%-0.6%+6.3%
Q3 2020+0.0%+8.3%+12.8%
Q2 2020+3.2%+4.8%-4.0%
Q1 2020+4.0%+6.5%+32.5%
Q4 2019-8.0%-5.0%-41.2%
Q3 2019-3.5%-2.3%-1.4%
Q2 2019-0.0%+1.8%+3.7%
Q1 2019+2.2%+2.2%+2.6%
Q4 2018-1.8%-4.1%-4.9%
Q3 2018-0.4%+4.6%+2.5%
Q2 2018+2.1%+2.8%+1.9%
Q1 2018+2.5%+3.1%+2.2%
Q4 2017+0.5%+0.1%+2.3%
Q3 2017+2.2%+3.4%+0.1%
Q2 2017-0.4%+2.1%+0.2%
Q1 2017+0.7%-0.3%-3.7%
Q4 2016+0.2%-1.1%-0.6%
Q3 2016+1.0%+4.1%+10.5%
Q2 2016+1.7%+1.1%+1.8%
Q1 2016+1.0%
Q4 2015+3.3%
Q3 2015-1.3%
Q2 2015-2.4%
Q1 2015+1.1%
Q4 2014+0.1%
Q3 2014+2.2%
Q2 2014+2.9%
Q1 2014-2.6%
Q4 2013-0.7%
Q3 2013+1.0%
Q2 2013+0.9%
Q1 2013+2.6%
Q4 2012+2.9%
Q3 2012+2.4%
Q2 2012+1.7%
Q1 2012+0.7%
Q4 2011+1.5%
Q3 2011+0.9%
Q2 2011-9.4%
Q1 2011+4.3%
Q4 2010+2.3%
Q3 2010+5.1%
Q2 2010+2.1%
Q1 2010+8.1%

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