Source-grounded facts extracted from HOULIHAN LOKEY, INC.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
HOULIHAN LOKEY, INC. reported the fourth quarter ended March 31, 2026 results: revenue $636 million, net income $100 million, EPS $1.47 per diluted share.
“For the fourth quarter ended March 31, 2026, revenues were $636 million, compared with $666 million for the fourth quarter ended March 31, 2025.”
HOULIHAN LOKEY, INC. reported the fiscal year ended March 31, 2026 results: revenue $2.62 billion, net income $426 million, EPS $6.22 per diluted share.
“For the fiscal year, revenues were $2.62 billion, compared with $2.39 billion for the fiscal year ended March 31, 2025.”
HOULIHAN LOKEY, INC. entered into A&R Voting Trust Agreement with the trustees named therein (effective 2025-12-30).
“On December 30, 2025, Houlihan Lokey, Inc. (the “Company”) entered into an amended and restated voting trust agreement (the “A&R Voting Trust Agreement”), by and among the Company and the trustees named therein (collectively, the “Trustees”).”
HOULIHAN LOKEY, INC. amended revolving credit of increases the revolving commitments under the Credit Agreement from $100 million to $150 million with Bank of America, N.A., as agent at reduces the applicable interest rate margin for borrowings based on an adjusted maturing extends the maturity of the credit facility under the Credit Agreement to August 19, 2030.
“On August 19, 2025 (the “Effective Date”), Houlihan Lokey, Inc. (the “Company”) and certain subsidiaries of the Company entered into the Second Amendment to Credit Agreement, Amendment to Pledge Agreement and Joinder Agreement (the “Amendment”), which amends the Credit Agreement, dated as of August 23, 2019 (as amended through and including the Amendment, the “Credit Agreement”), by and among the Company, the guarantors party thereto, the lenders party thereto, and Bank of America, N.A., as agent. The Amendment, among other things, (a) increases the revolving commitments under the Credit Agreement from $100 million to $150 million, (b) reduces the applicable interest rate margin for borrowings based on an adjusted term SOFR rate from 1.00% to 0.95% per annum and eliminates the 0.10% credit spread adjustment, (c) reduces the commitment fee from 0.30% to 0.15% per annum, (d) modifies the definition of Consolidated EBITDA, (e) extends the maturity of the credit facility under the Credit A”
HOULIHAN LOKEY, INC. reported fourth quarter ended March 31, 2024 results: revenue $520 million, net income $81 million, EPS $1.18 per diluted share.
“Year 2024 Revenues of $1.91 billion – – Fiscal Year 2024 Diluted EPS of $4.11 – – Adjusted Fiscal Year 2024 Diluted EPS of $4.49 – – Fourth Quarter Fiscal 2024 Revenues of $520 million – – Fourth Quarter Fiscal 2024 Diluted EPS of $1.18 – – Adjusted Fourth Quarter Fiscal 2024 Diluted EPS of $1.27 – – Announces an Increase in the Quarterly Dividend to $0.57 per”
HOULIHAN LOKEY, INC. reported fiscal year ended March 31, 2024 results: revenue $1.91 billion, net income $280 million, EPS $4.11 per diluted share.
“by a specific reference in such filing. --- EX-99.1 (EX-99.1) --- Houlihan Lokey Reports Fiscal Year and Fourth Quarter 2024 Financial Results – Fiscal Year 2024 Revenues of $1.91 billion – – Fiscal Year 2024 Diluted EPS of $4.11 – – Adjusted Fiscal Year 2024 Diluted EPS of $4.49 – – Fourth Quarter Fiscal 2024 Revenues of $520 million – – Fourth Quarter Fiscal”
David Preiser changed role as Vice Chairman at HOULIHAN LOKEY, INC..
“Mr. David Preiser will step down from his current role as Co-President and will continue to serve as Vice Chairman.”
Scott Beiser changed role as Co-Chairman at HOULIHAN LOKEY, INC..
“Mr. Scott Beiser, the current Chief Executive Officer, will remain an executive officer of the Company as Co-Chairman.”
Scott Adelson was appointed as Chief Executive Officer at HOULIHAN LOKEY, INC..
“Mr. Scott Adelson will become the Chief Executive Officer of the Company.”
HOULIHAN LOKEY, INC. reported the third fiscal quarter ended December 31, 2023 results: revenue $511 million, net income $71 million, EPS $1.04 per diluted share.
“For the third quarter ended December 31, 2023, revenues were $511 million, compared with $456 million for the third quarter ended December 31, 2022. Net income was $71 million, or $1.04 per diluted share, for the third quarter ended December 31, 2023, compared with $63 million, or $0.90 per diluted share, for the third quarter ended December 31, 2022.”
HOULIHAN LOKEY, INC. reported second quarter ended September 30, 2023 results: revenue $467 million, net income $67 million, EPS $0.99 per diluted share.
“For the second quarter ended September 30, 2023, revenues were $467 million, compared with $490 million for the second quarter ended September 30, 2022. Net income was $67 million, or $0.99 per diluted share, for the second quarter ended September 30, 2023”
HOULIHAN LOKEY, INC.: Amended and restated certificate of incorporation to provide exculpation for officers, eliminate inoperative provisions, and update related provisions (effective 2023-09-21).
“On September 20, 2023, Houlihan Lokey, Inc. (the “Company”) held its annual meeting of stockholders (the “Annual Meeting”), as further described in Item 5.07 below, at which the Company’s stockholders approved an amendment and restatement of the Company’s Amended and Restated Certificate of Incorporation to provide exculpation from liability for certain officers to the extent permitted by the Delaware General Corporate Law, eliminate inoperative or historical provisions, and update certain other related miscellaneous provisions (the “Amended Charter”). The Amendment was filed with the State of Delaware on September 21, 2023, and became effective on September 21, 2023.”
HOULIHAN LOKEY, INC. shareholders approved Amend and restate the Amended and Restated Certificate of Incorporation to provide officer exculpation and eliminate historical provisions at the 2023-09-20 meeting.
“Proposal 4: Amend and Restate the Amended and Restated Certificate of Incorporation Votes For Votes Against Abstentions Broker Non-Votes 195,390,127 30,887,664 68,362 2,153,520”
HOULIHAN LOKEY, INC. shareholders approved Ratification of KPMG LLP as independent registered public accounting firm for fiscal year ending March 31, 2024 at the 2023-09-20 meeting.
“Proposal 3: Ratification of Independent Registered Public Accounting Firm Votes For Votes Against Abstentions Broker Non-Votes 227,354,899 1,084,034 60,740 0”
HOULIHAN LOKEY, INC. shareholders approved Advisory vote on executive compensation at the 2023-09-20 meeting.
“Proposal 2: Approval of Non-Binding, Advisory Vote on Executive Compensation Votes For Votes Against Abstentions Broker Non-Votes 217,443,187 8,831,426 71,540 2,153,520”
HOULIHAN LOKEY, INC. shareholders approved Election of three Class II directors to serve until the 2026 annual meeting at the 2023-09-20 meeting.
“Proposal 1: Election of Class II Directors Nominee Votes For Votes Withheld Broker Non-Votes Irwin N. Gold 204,808,721 21,535,542 2,155,410 Cyrus D. Walker 197,960,324 28,383,939 2,155,410 Gillian B. Zucker 221,764,492 4,581,658 2,153,523”
HOULIHAN LOKEY, INC.: Amended and restated bylaws to update provisions regarding stockholder meetings, clarify procedures for stockholder proposals, address universal proxy rules, adopt federal forum provision, and make other technical changes (effective 2023-07-26).
“On July 26, 2023, the Board of Directors (the “Board”) of Houlihan Lokey, Inc. (the “Company”), acting upon the recommendation of the Nominating and Corporate Governance Committee of the Board, adopted and approved amended and restated bylaws (the “Amended and Restated Bylaws”), as of such date. The Amended and Restated Bylaws were amended to: (i) update provisions regarding notice of an adjournment of any meeting of stockholders and the availability of the list of stockholders entitled to vote at a meeting of stockholders, each to align with recent amendments to the Delaware General Corporation Law, as amended; (ii) clarify procedures for stockholders to propose business or nominations to be considered at annual or special meetings of the Company’s stockholders; (iii) establish additional requirements and disclosures regarding proposing stockholders, proposed nominees and business, and other persons related to a stockholder’s solicitation of proxies; (iv) address the new universal pro”
HOULIHAN LOKEY, INC. reported first quarter ended June 30, 2023 results: revenue $416 million, net income $61 million, EPS $0.90 per diluted share.
“Houlihan Lokey Reports First Quarter Fiscal 2024 Financial Results – First Quarter Fiscal 2024 Revenues of $416 million – – First Quarter Fiscal 2024 Diluted EPS of $0.90 – – Adjusted First Quarter Fiscal 2024 Diluted EPS of $0.89 – – Announces Dividend of $0.55 per Share for Second Quarter Fiscal 2024 – LOS ANGELES and NEW YORK - July 27, 2023 - Houlihan Lokey, Inc. (NYSE:HLI) (“Houlihan Lokey” or the “Company”) today reported financial results for its first quarter ended June 30, 2023. For the first quarter ended June 30, 2023, revenues were $416 million, compared with $419 million for the first quarter ended June 30, 2022. Net income was $61 million, or $0.90 per diluted share, for the first quarter ended June 30, 2023, compared with $71 million, or $1.03 per diluted share, for the first quarter ended June 30, 2022.”
HOULIHAN LOKEY, INC. reported preliminary financial results for fiscal year and fourth fiscal quarter ended March 31, 2023.
“On May 25, 2023, the Company provided a press release (the "Earnings Release Update") with respect to its Previously Released Financial Results for the fiscal year and fourth fiscal quarter ended March 31, 2023 included in the Original Earnings Release.”
HOULIHAN LOKEY, INC. reported the fourth quarter ended March 31, 2023 results: revenue $445 million, net income $75 million, EPS $1.10 per diluted share.
“For the fourth quarter ended March 31, 2023, revenues declined (6)% to $445 million, compared with $471 million for the fourth quarter ended March 31, 2022. Net income was $269 million, or $3.98 per diluted share, for the fiscal year ended March 31, 2023, compared with $438 million, or $6.41 per diluted share, for the fiscal year ended March 31, 2022. Adjusted net income for the fiscal year ended March 31, 2023 was $315 million, or $4.54 per diluted share, compared with $485 million, or $7.10 per diluted share, for the fiscal year ended March 31, 2022. Net income was $75 million, or $1.10 per diluted share, for the fourth quarter ended March 31, 2023”
HOULIHAN LOKEY, INC. reported the fiscal year ended March 31, 2023 results: revenue $1.81 billion, net income $269 million, EPS $3.98 per diluted share.
“For the fiscal year, revenues declined (20)% to $1.81 billion, compared with $2.27 billion for the fiscal year ended March 31, 2022. For the fourth quarter ended March 31, 2023, revenues declined (6)% to $445 million, compared with $471 million for the fourth quarter ended March 31, 2022. Net income was $269 million, or $3.98 per diluted share, for the fiscal year ended March 31, 2023”
HOULIHAN LOKEY, INC. reported third fiscal quarter ended December 31, 2022 results: revenue $456 million, net income $63 million, EPS $0.90 per diluted share.
“For the third quarter ended December 31, 2022, revenues were $456 million, compared with $889 million for the third quarter ended December 31, 2021. Net income was $63 million, or $0.90 per diluted share, for the third quarter ended December 31, 2022, compared with $174 million, or $2.54 per diluted share, for the third quarter ended December 31, 2021.”
HOULIHAN LOKEY, INC. reported the second quarter ended September 30, 2022 results: revenue $490 million, net income $61 million, EPS $0.87 per diluted share.
“For the second quarter ended September 30, 2022, revenues were $490 million, compared with $537 million for the second quarter ended September 30, 2021. Net income was $61 million, or $0.87 per diluted share, for the second quarter ended September 30, 2022, compared with $113 million, or $1.65 per diluted share, for the second quarter ended September 30, 2021.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.