- SEI achieved an all-time high EPS of 1.3¢ in Q3 2025, excluding one-time items, reflecting robust growth.
- Net sales events surpassed $100 million year-to-date, a record for SEI through the third quarter.
- The IMS business posted a record sales quarter, driven by surging demand for outsourcing and client expansions.
- Diversification across client types and sectors, especially in alternatives and asset management, underpins sustained growth.
- Management emphasized disciplined execution and enterprise-wide strategic focus as key drivers of performance.
- The company highlighted a strategic partnership with Stratos, expected to close in late 2025 or early 2026, supporting long-term growth.
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- Moelis & Company reported $365 million in Q2 2025, the highest second quarter revenue on record, up 38% YoY.
- First-half revenues reached $672 million, up 39% from the previous year.
- Growth driven primarily by expansion in M&A and capital markets activities.
- Adjusted EBITDA grew 5%, exceeding the top end of the outlook, with margins improving 200 basis points sequentially.
- Adjusted EPS was $1.36, meeting expectations despite higher depreciation and amortization expenses.
- Banking EBITDA margin contracted 70 basis points due to an $8 million bad debt charge; Capital Markets margin contracted 50 basis points due to acquisition-related dilution.
- Banking revenue grew 6%, above the high end of guidance, driven by commercial excellence and strong client retention.
- Capital Markets revenue grew 5%, slightly below expectations due to temporary slowdown in loan syndication activity.
- FIS delivered 5% revenue growth in Q2 2025, accelerating from 4% in Q1, driven primarily by momentum in the Banking segment.
- Free cash flow was $292 million with a cash conversion rate of 52% in Q2, and 61% year-to-date, improving from 53% prior year.
- Leverage increased modestly to 3x, or 2.9x excluding currency impacts, with a long-term target of 2.8x.
- Recurring revenue represented 81% of total revenue, growing 6% overall with 7% growth in Banking recurring revenue.
- Mobility revenue increased 10%, with dealer revenue up 11%, driven by new products like CARFAX and automotiveMastermind.
- The company is on track with its plan to spin off Mobility, with key milestones including internal carve-out, regulatory filings, and leadership appointments.
- The CEO designate, Bill Eager, brings over 20 years of experience, and the transition is expected to be completed within 12-18 months.
- Management highlighted the resilience of the business model despite macro uncertainties, and ongoing engagement with OEMs and manufacturers.
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