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NMFCNew Mountain Finance Corporation
$7.06$667M
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New Mountain Finance Corporation (NMFC) Income Statement

18Y historyFree accessUpdated daily

Net interest income grew 16.2% QoQ to $36.8M in Q2 2026, but total revenue fell to $16.5M due to negative non-interest income of -$42.8M, while net interest margin compressed to 1.5% from 1.1% a year earlier.

Income StatementBalance SheetCash FlowRatios

NMFC Income Statement

Annual statement

NMFC Income Statement

New Mountain Finance Corporation (NMFC) annual income statement — 18-year revenue, gross profit & net income history

AnnualQuarterly
MetricTTMDec'25Dec'24Dec'23Dec'22Dec'21Dec'20Dec'19Dec'18Dec'17Dec'16Dec'15Dec'14Dec'13Dec'12Dec'11Dec'10Dec'09Dec'08
Net Interest Income-187.73B116.3M139.5M166M119.77M116.48M133.5M124.42M104.85M112.71M118.97M116.7M112.37M84.92M36.44M0000
NII Growth %-578769.98%-16.63%-15.96%38.59%2.82%-12.75%7.3%18.67%-6.97%-5.27%1.95%3.85%32.32%133.06%-----
Net Interest Margin %-7772.24%4.01%4.3%5.25%3.57%3.53%4.31%3.81%4.28%5.85%7.18%7.28%7.42%13.06%10.55%0%0%0%0%
Interest Income247.2M240.02M276.14M290.78M212.19M189.58M212.63M208.72M161.9M149.8M147.43M140.07M125.64M84.92M36.44M02.95M490.19K0
Interest Expense187.98B123.72M136.64M124.78M92.42M73.1M79.13M84.3M57.05M37.09M28.45M23.37M13.27M0002.95M490.19K0
Loan Loss Provision-187.93B0-54.25M-40.89M-16.41M685K-1.08M00000011.4M00-2.95M-490.19K0
Non-Interest Income-44.05M-101.46M53.7M51.2M135.14M77.51M58.27M68.67M59.91M8.27M3.94M992K18.89M11.38M8.66M14.81M104.71M58.41M255.94K
Non-Interest Income %0.02%-683.57%27.79%23.57%53.01%39.96%30.39%35.56%36.36%6.84%3.21%0.84%14.39%11.81%19.21%100%100%100%100%
Total Net Revenue-187.78B14.84M193.2M217.2M254.91M194M191.78M193.1M164.76M120.98M122.92M117.69M131.26M96.3M45.1M14.81M104.71M58.41M255.94K
Revenue Growth %-160090.24%-92.32%-11.05%-14.79%31.4%1.16%-0.68%17.2%36.19%-1.58%4.44%-10.33%36.3%113.52%204.55%-85.86%79.29%22719.72%-
Non-Interest Expense90.78M-2.56M-6.26M-4.44M94.79M-87.27M-3.94M-3.44M3.05M157K1.81M1.78M24.74M40.35M17.72M03.91M1.36M0
Efficiency Ratio-0.05%-17.26%-3.24%-2.04%37.18%-44.98%-2.06%-1.78%1.85%0.13%1.47%1.52%18.85%41.9%39.29%0%3.73%2.33%0%
Operating Income64.03M17.4M253.7M262.52M176.54M280.58M60.85M112.56M72.76M109.81M111.19M34.3M46.5M50.52M31.78M56.52M37.46M20.41M255.94K
Operating Margin %-0.03%117.26%131.32%120.87%69.25%144.63%31.73%58.29%44.16%90.77%90.46%29.14%35.43%52.46%70.47%381.66%35.78%34.94%100%
Operating Income Growth %--93.14%-3.36%48.71%-37.08%361.13%-45.94%54.71%-33.75%-1.24%224.18%-26.25%-7.95%58.95%-43.77%50.87%83.58%7873.54%-
Pretax Income-47.38M17.4M116.88M137.85M83.83M207.41M60.85M112.56M72.76M109.81M111.19M34.3M46.5M61.92M31.78M037.46M20.41M255.94K
Pretax Margin %0.03%117.26%60.5%63.47%32.88%106.92%31.73%58.29%44.16%90.77%90.46%29.14%35.43%64.3%70.47%0%35.78%34.94%100%
Income Tax275K430K2.38M1.76M9.3M232K-991K0403K416K-490K1.34M929K000-26.33M-105.27M1.44M
Effective Tax Rate %-0.58%2.47%2.03%1.28%11.09%0.11%-1.63%0%0.55%0.38%-0.44%3.92%2%0%0%--70.27%-515.85%560.72%
Net Income-48.37M16.49M113.44M135.34M74.73M201.4M58.47M112.56M72.35M109.4M111.68M32.95M45.58M61.92M31.78M063.79M125.68M-1.18M
Net Margin %0.03%111.09%58.72%62.31%29.32%103.82%30.49%58.29%43.91%90.43%90.86%28%34.72%64.3%70.47%0%60.92%215.19%-460.72%
Net Income Growth %-158.45%-85.47%-16.18%81.1%-62.89%244.43%-48.05%55.57%-33.86%-2.04%238.88%-27.69%-26.4%94.81%--100%-49.24%10758.23%-
Net Income (Continuing)-47.66M16.97M114.5M136.09M74.53M207.18M61.84M112.56M72.35M109.4M111.68M32.95M45.58M61.92M31.78M063.79M125.68M-1.18M
EPS (Diluted)-0.510.141.031.240.741.910.601.220.911.381.600.550.861.760.890.005.9611.75-0.11
EPS Growth %-163.16%-86.41%-16.94%67.57%-61.26%218.33%-50.82%34.07%-34.06%-13.75%190.91%-36.05%-51.14%97.75%--100%-49.28%10781.82%-
EPS (Basic)-0.161.061.340.752.080.601.320.951.471.720.550.881.762.140.005.9611.75-0.11
Diluted Shares Outstanding94.55M121.09M126.78M123.49M115.43M110.21M110.08M100.46M88.63M84M72.86M66.97M56.16M35.09M35.88M30.92M10.7M10.7M10.7M

Key Metrics

Growth RegimeMixed
ProfitabilityWeak
Balance SheetStrained
Cash FlowMixed
Top Statement Risk

High leverage and negative non-interest income

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q2)

NII Growth Masked by Portfolio Volatility

Net interest income grew 16.2% quarter-over-quarter to $36.8M in Q2 2026, yet total revenue fell to $16.5M due to negative non-interest income, per NMFC's latest financials.

The sequential NII increase suggests higher yields or deployment, but the dramatic swings in non-interest income—ranging from -$42.8M to +$25.6M over the past year—indicate that mark-to-market volatility on equity investments is a dominant revenue driver. Investors should focus on core NII stability, which has hovered around $30-40M, rather than headline revenue, to gauge underlying earnings power.

NIM Compression Signals Asset Yield Pressure

Net interest margin fell to 1.5% in Q2 2026 from 1.1% a year earlier, as reported in NMFC's quarterly statements, indicating asset yields are not keeping pace with funding costs.

Despite a rising rate environment, NIM remains thin, suggesting that the portfolio's floating-rate assets are being offset by higher borrowing costs or non-accruals. The negative NIM in Q4 2025 (-64.7%) is an anomaly likely due to a large negative NII adjustment, but the trend of sub-1% NIM in early 2025 underscores persistent margin pressure. This compares unfavorably to peers like ARCC, which maintains a NIM above 7%, highlighting NMFC's competitive disadvantage in funding costs.

Efficiency Ratio Distorted by Unrealized Losses

NMFC's efficiency ratio swung from -2.2% in Q2 2026 to 138.2% in Q1 2026, per company filings, reflecting extreme volatility in non-interest income rather than operational cost changes.

The efficiency ratio is not a reliable indicator of cost management for NMFC because non-interest income is heavily influenced by unrealized gains and losses on investments. Excluding these marks, the core expense base appears stable, but the negative revenue in some quarters makes the ratio meaningless. Analysts should monitor the pre-provision net revenue (PPNR) excluding investment gains to assess true operating leverage.

Provision Reversals Mask Credit Deterioration

NMFC recorded a $9.7M provision reversal in Q2 2026, following $18.4M reversals in Q1 2026 and Q3 2025, as per financial statements, suggesting improving credit conditions or prior over-reserving.

The consistent provision reversals may indicate that the portfolio is performing better than expected, but they also inflate net income. However, the low net margin of 4.45% and negative non-interest income suggest that realized losses or write-downs are offsetting these benefits. Investors should scrutinize the non-accrual rate and PIK income to determine if the reversals are sustainable or a one-time adjustment.

Non-Interest Income: A Volatile Earnings Component

Non-interest income swung from -$42.8M in Q2 2026 to +$25.6M in Q4 2024, as reported in NMFC's income statements, indicating heavy reliance on mark-to-market gains and losses.

The negative non-interest income in most quarters reflects unrealized depreciation on equity investments, which is a common feature for BDCs but adds significant earnings volatility. This contrasts with peers like ARCC, which generate stable fee income from management and advisory services. NMFC's fee income appears to be primarily from capital gains on exits, which are unpredictable and not a reliable source of recurring revenue.

Earnings Quality Questioned by Non-Cash Items

Despite a 157% EPS growth in Q2 2026, NMFC's net income of $17.3M is bolstered by provision reversals and may not reflect cash earnings, based on reported figures.

The reported net margin of 4.45% is far below peers, and the reliance on provision reversals and unrealized gains suggests that core earnings power is weak. The high dividend yield of 15% may not be sustainable if cash generation does not improve. Investors should monitor the ratio of PIK income to total interest income, as a high proportion would indicate deteriorating borrower health and lower earnings quality.

NMFC — Frequently Asked Questions

Quick answers to the most common questions about buying NMFC stock.

What was New Mountain Finance Corporation's (NMFC) revenue in 2025?

For fiscal year 2025, New Mountain Finance Corporation (NMFC) reported total revenue of $14.8M. This represents a 5698.9% increase compared to $0.3M in 2008.

Is New Mountain Finance Corporation (NMFC) profitable?

New Mountain Finance Corporation (NMFC) is profitable, generating $16.5M in net income for the fiscal year ending 2025 with a net profit margin of 11.9%.

What is New Mountain Finance Corporation's operating profit margin?

New Mountain Finance Corporation (NMFC) reported an operating income of $17.4M, resulting in an operating profit margin of 12.6%. This margin reflects the operational efficiency of the business before interest and taxes.

What is New Mountain Finance Corporation's gross profit and gross margin?

New Mountain Finance Corporation (NMFC) generated $14.8M in gross profit for the year, representing a gross profit margin of 10.7%. This demonstrates the company's core pricing power and production efficiency.