Moelis Q1 2026 revenue up 4% to $319.8M; Archer litigation claims dismissed, comp ratio improves

Filed April 30, 2026 · Period ending March 31, 2026 · Compared to 10-Q Apr 24, 2025 · ~2 min read

Key Changes

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  Court dismissed all claims against Moelis entities in Archer Aviation SPAC litigation (July 2025 ruling), eliminating aiding-and-abetting and unjust enrichment exposure while allowing narrowed claims against Atlas Crest directors and sponsor to proceed.

  Legal Proceedings: Archer Aviation verify on EDGAR →
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  Q1 2026 revenues grew 4% year-over-year to $319.8M, decelerating from prior year's 41% growth. Compensation ratio improved to 66% from 69% as incentive accruals declined despite 10% headcount expansion to 1,027 bankers.

  MD&A: Financial Results verify on EDGAR →
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  Board authorized new $300M share repurchase program in February 2026, replacing prior $100M authorization. Firm repurchased 1.9M shares in Q1 2026 versus 156K in Q1 2025, reflecting active capital return.

  MD&A: Capital Allocation verify on EDGAR →