Q1: 2026-05-07 Earnings Summary

EPS of $0.47 beats by $0.01

|

Revenue of

$89.06M

(-12.22% Y/Y)

misses by $1.49M

Morgan Stanley Direct Lending Fund ( MSDL ) Q1 2026 Earnings Call May 8, 2026 10:00 AM EDT

Company Participants

Sanna Johnson - Investor Relations Contact

Michael Occi - CEO & Director

Jeffrey Day - Co-President

Ashwin Krishnan - Chief Investment Officer

David Pessah - Chief Financial Officer

Rebecca Shaoul - Managing Director

Conference Call Participants

Finian O'Shea - Wells Fargo Securities, LLC, Research Division

Ethan Kaye - Lucid Capital Markets, LLC, Research Division

Cory Johnson - UBS Investment Bank, Research Division

Presentation

Operator

Good day, and welcome to the Morgan Stanley Direct Lending Q1 2026 Earnings Call. [Operator Instructions] As a reminder, this conference call is being recorded. At this time, I'd like to turn the call over to Sanna Johnson, Head of Investor Relations.…