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Morgan Stanley Direct Lending Fund (MSDL) Financial History

20 years of revenue, earnings, cash-flow and balance-sheet history from public filings.

FINANCIAL SERVICES · ASSET MANAGEMENT · DATA UPDATED 2026-09-16

Morgan Stanley Direct Lending Fund (MSDL) operates in the ASSET MANAGEMENT industry and is headquartered in New York, United States. Its market capitalization is roughly $1 billion. In the fiscal year ended 2025-12-31, MSDL reported $387M in revenue and $122M in net income.

Morgan Stanley Direct Lending Fund is a business development company. It is a Private Debt fund. The fund chiefly invests in riskier bonds, issued by middle-market companies or by private equity firms looking to finance their acquisitions.

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MSDL Revenue & Earnings History — Annual Income Statement

Income statementTTM → 2026-06-302025-12-312024-12-312023-12-312022-12-312021-12-312020-12-312019-12-31
Total Revenue$309M$387M$333M$328M$100M$99M$23M
Gross Profit$211M$314M$210M$215M$33M$78M$20M
Gross Margin %68.3%81.0%63.0%65.6%33.0%78.7%84.1%
Operating Income (EBIT)$165M$258M$218M$233M$49M$83M$18M($2M)
Operating Margin %53.3%66.7%65.6%70.9%48.8%84.5%78.0%
Net Income$60M$122M$216M$231M$49M$83M$18M($1M)
Net Margin %19.3%31.6%64.8%70.4%48.4%84.4%78.0%
EBITDA$157M$258M$218M$233M$49M$83M$18M($1M)
Earnings Per Share (EPS)$0.69$1.40$2.41$2.62$0.55$0.94$0.21$-0.37
Shares Outstanding (M)85M87M89M88M88M88M88M3M

USD; $M / $B as marked. Newest period first. Source: public company filings (via Yahoo Finance aggregation).

MSDL Quarterly Revenue & Earnings — Last 8 Quarters

Quarterly income statement2026-06-302026-03-312025-12-312025-09-302025-06-302025-03-312024-12-312024-09-30
Total Revenue$83M$75M$87M$65M$73M$65M$84M$85M
Gross Profit$51M$60M$70M$31M$38M$31M$51M$52M
Gross Margin %61.3%79.6%80.5%47.6%52.5%47.8%60.5%61.0%
Operating Income (EBIT)$49M$26M$62M$28M$36M$30M$53M$54M
Operating Margin %58.7%34.9%71.4%43.3%49.7%46.3%62.6%63.2%
Net Income$8M($5M)$29M$28M$36M$30M$52M$53M
Net Margin %9.6%-6.0%33.1%42.7%49.4%45.3%61.4%62.6%
EBITDA$41M$26M$62M$28M$36M$30M$53M$54M
Earnings Per Share (EPS)$0.09$-0.05$0.33$0.32$0.41$0.34$0.58$0.60
Shares Outstanding (M)85M86M87M87M87M88M89M89M

USD; $M / $B as marked. Newest period first. Source: public company filings (via Yahoo Finance aggregation).

MSDL Free Cash Flow History

Cash flowTTM → 2026-06-302025-12-312024-12-312023-12-312022-12-312021-12-312020-12-31
Cash from Operations (CFO)$283M$151M$201M$186M$122M$68M$12M
Free Cash Flow (FCF)$283M$151M$201M$186M$122M$68M$12M
FCF Margin %91.5%39.0%60.6%56.6%121.3%68.6%53.0%
Dividends Paid$168M$184M$169M$110M$86M$38M$4M

USD; $M / $B as marked. Newest period first. Source: public company filings (via Yahoo Finance aggregation).

MSDL Quarterly Free Cash Flow — Last 8 Quarters

Quarterly cash flow2026-06-302026-03-312025-12-312025-09-302025-06-302025-03-312024-12-312024-09-30
Cash from Operations (CFO)$104M$86M$54M$39M$41M$34M($96M)($117M)
Free Cash Flow (FCF)$104M$86M$54M$39M$41M$34M($96M)($117M)
FCF Margin %125.6%115.0%61.8%60.3%55.9%52.1%-114.5%-137.7%
Dividends Paid$38M$43M$43M$43M$44M$53M$53M$45M

USD; $M / $B as marked. Newest period first. Source: public company filings (via Yahoo Finance aggregation).

MSDL Balance Sheet History

Balance sheet2026-06-302025-12-312024-12-312023-12-312022-12-312021-12-312020-12-312019-12-31
Total Assets$3.7B$3.9B$3.9B$3.3B$3.0B$2.5B$657M$1M
Cash & Cash Equivalents$66M$81M$70M$70M$81M$74M$11M$0M
Total Liabilities$2.1B$2.2B$2.1B$1.6B$1.6B$1.3B$355M$3M
Total Debt (Short + Long-Term)$0M$0M$0M$1.5B$1.5B$1.2B$334M$0M
Total Shareholders' Equity$1.6B$1.7B$1.8B$1.7B$1.4B$1.2B$302M($1M)

USD; $M / $B as marked. Newest period first. Source: public company filings (via Yahoo Finance aggregation).

Quarterly statements, profitability ratios, price history, insider activity and institutional holders are in the interactive MSDL viewer.

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