Monroe Capital

Monroe Capital (MRCC) Q2 2025 Earnings

Reported Aug 11, 2025 at 4:12 PM ET · SEC Source

Q2 25 EPS

$0.15

MISS 33.33%

Est. $0.23

Q2 25 Revenue

$9.9M

BEAT +11.56%

Est. $8.9M

vs S&P Since Q2 25

-34.7%

TRAILING MARKET

MRCC -18.2% vs S&P +16.6%

Market Reaction

Did MRCC Beat Earnings? Q2 2025 Results

Monroe Capital Corporation delivered a split verdict in Q2 2025, missing badly on the bottom line while edging ahead on revenue, as the more consequential story unfolded in a landmark merger announcement. Earnings per share came in at $0.15, falling … Read more Monroe Capital Corporation delivered a split verdict in Q2 2025, missing badly on the bottom line while edging ahead on revenue, as the more consequential story unfolded in a landmark merger announcement. Earnings per share came in at $0.15, falling short of the $0.23 consensus estimate by 33.33%, as net investment income slid to $3.30 million from $4.09 million the prior quarter. Revenue of $9.87 million beat estimates by 11.56%, though it was essentially flat year over year, down just 0.7%. The primary culprit behind the NII shortfall was a deteriorating portfolio, with the average mark declining from 91.1% to 88.6% of amortized cost and $5.24 million in net unrealized losses pushing NAV down to $8.29 per share. Overshadowing the quarterly results entirely, MRCC announced a definitive merger with Horizon Technology Finance Corporation in an NAV-for-NAV structure, with CEO Theodore Koenig citing scale, synergies, and long-term shareholder value as key rationale. Roughly $0.42 per share in spillover income is expected to sustain the dividend through the transition period pending shareholder approval.

Key Takeaways

  • Lower average invested assets reduced total investment income
  • Lower effective interest rates on portfolio investments
  • Reduced dividend income from MRCC Senior Loan Fund ($0.7M vs $0.9M prior quarter)
  • Lower average debt outstanding reduced interest expenses
  • Net unrealized losses of $5.2M driven by mark-to-market losses on portfolio companies and SLF equity investment
  • Average portfolio mark decreased from 91.1% to 88.6% of amortized cost
  • SLF average portfolio mark decreased from 82.8% to 77.4% of amortized cost
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MRCC YoY Financials

Q2 2025 vs Q2 2024, source: SEC Filings

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MRCC Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q2 25

“We are pleased to announce that we paid a $0.25 per share dividend during the second quarter, representing an approximate 14.6% annualized dividend yield. We continued to support the dividend through utilizing the spillover income we have accumulated from prior strong performance. We believe that MRCC's recently announced merger with HRZN, through its NAV for NAV structure, will unlock meaningful value for our shareholders and provide them with compelling long-term upside through participation in a larger, more scaled HRZN, which stands to benefit from meaningful synergies and operating leverage as it continues to grow.”

— Theodore L. Koenig, Q2 2025 Earnings Press Release