Merchants Bancorp (MBIN)
Q1-CY2026Q4-CY2025Q3-CY2025Q2-CY2025Q1-CY2025Q4-CY2024Q3-CY2024Q2-CY2024Q1-CY2024Q4-CY2023Q3-CY2023Q2-CY2023Q1-CY2023Q4-CY2022Q3-CY2022Q2-CY2022Q1-CY2022Q4-CY2021Q3-CY2021Q2-CY2021Q1-CY2021Q4-CY2020Q3-CY2020Q2-CY2020Q1-CY2020Q4-CY2019Q3-CY2019Q2-CY2019Q1-CY2019Q4-CY2018Q3-CY2018Q2-CY2018Q1-CY2018Q4-CY2017Q3-CY2017Q2-CY2017Q1-CY2017Q4-CY2016Q3-CY2016Q2-CY2016Q1-CY2016Q4-CY2015Q3-CY2015Q2-CY2015Q1-CY2015Q4-CY2014Q3-CY2014Q2-CY2014Q1-CY2014
Balance Sheet Date2025-Dec-312025-Sep-302025-Jun-302025-Mar-312024-Dec-312024-Sep-302024-Jun-302024-Mar-312023-Dec-312023-Sep-302023-Jun-302023-Mar-312022-Dec-312022-Sep-302022-Jun-302022-Mar-312021-Dec-312021-Sep-302021-Jun-302021-Mar-312020-Dec-312020-Sep-302020-Jun-302020-Mar-312019-Dec-312019-Sep-302019-Jun-302019-Mar-312018-Dec-312018-Sep-302018-Jun-302018-Mar-312017-Dec-312017-Sep-30
Fiscal PeriodQ4-FY2025Q3-FY2025Q2-FY2025Q1-FY2025Q4-FY2024Q3-FY2024Q2-FY2024Q1-FY2024Q4-FY2023Q3-FY2023Q2-FY2023Q1-FY2023Q4-FY2022Q3-FY2022Q2-FY2022Q1-FY2022Q4-FY2021Q3-FY2021Q2-FY2021Q1-FY2021Q4-FY2020Q3-FY2020Q2-FY2020Q1-FY2020Q4-FY2019Q3-FY2019Q2-FY2019Q1-FY2019Q4-FY2018Q3-FY2018Q2-FY2018Q1-FY2018Q4-FY2017Q3-FY2017
Total Revenue185,287,000$171,072,000$179,199,000$145,889,000$193,769,000$149,563,000$159,470,000$167,930,000$158,779,000$153,504,000$135,499,000$114,957,000$118,392,000$114,571,000$111,202,000$100,322,000$113,014,000$109,152,000$97,262,000$115,899,000$111,963,000$103,979,000$77,422,000$58,255,000$60,324,000$43,476,000$37,792,000$27,795,000$38,910,000$35,389,000$33,836,000$31,421,000$33,859,000$26,446,000$32,350,000$21,622,000$22,106,000$26,599,000$
QoQ%8.31%(4.54%)22.83%(24.71%)29.56%(6.21%)(5.04%)5.76%3.44%13.29%17.87%(2.90%)3.34%3.03%10.85%(11.23%)3.54%12.23%(16.08%)3.52%7.68%34.30%32.90%(3.43%)38.75%15.04%35.97%(28.57%)9.95%4.59%7.69%(7.20%)28.03%(18.25%)49.62%(2.19%)(16.89%)
YoY%(4.38%)14.38%12.37%(13.13%)22.04%(2.57%)17.69%46.08%34.11%33.98%21.85%14.59%4.76%4.97%14.33%(13.44%).94%4.98%25.63%98.95%85.60%139.16%104.86%109.59%55.04%22.85%11.69%(11.54%)14.92%33.82%4.59%45.32%53.17%(.58%)
Cost Of Revenue27,761,000$29,239,000$53,027,000$7,727,000$2,689,000$6,898,000$9,965,000$4,726,000$6,747,000$4,014,000$22,603,000$6,867,000$6,407,000$2,225,000$6,212,000$2,451,000$6,355,000$1,062,000$(315,000$)1,663,000$(18,911,000$)6,560,000$2,849,000$11,336,000$(5,590,000$)5,110,000$4,065,000$3,264,000$(7,156,000$)775,000$431,000$3,669,000$(5,592,000$)592,000$2,123,000$439,000$4,170,000$(240,000$)
Gross Profit157,526,000$141,833,000$126,172,000$138,162,000$191,080,000$142,665,000$149,505,000$163,204,000$152,032,000$149,490,000$112,896,000$108,090,000$111,985,000$112,346,000$104,990,000$97,871,000$106,659,000$108,090,000$97,577,000$114,236,000$130,874,000$97,419,000$74,573,000$46,919,000$65,914,000$38,366,000$33,727,000$24,531,000$46,066,000$34,614,000$33,405,000$27,752,000$39,451,000$25,854,000$30,227,000$21,183,000$17,936,000$26,839,000$
Gross Margin85.02%82.91%70.41%94.70%98.61%95.39%93.75%97.19%95.75%97.39%83.32%94.03%94.59%98.06%94.41%97.56%94.38%99.03%100.32%98.57%116.89%93.69%96.32%80.54%109.27%88.25%89.24%88.26%118.39%97.81%98.73%88.32%116.52%97.76%93.44%97.97%81.14%100.90%
Operating Expenses83,642,000$77,250,000$77,337,000$61,664,000$63,202,000$61,318,000$50,380,000$48,912,000$52,579,000$42,930,000$44,320,000$34,772,000$37,109,000$34,951,000$32,957,000$31,033,000$37,646,000$29,472,000$28,183,000$30,084,000$27,465,000$26,384,000$20,282,000$22,293,000$18,836,000$15,522,000$15,920,000$13,035,000$16,181,000$12,449,000$12,000,000$10,270,000$10,800,000$8,942,000$8,261,000$6,641,000$7,384,000$7,173,000$
Operating Income
Operating Margin
Interest Income
Interest Expenses169,383,000$173,721,000$175,680,000$165,008,000$186,722,000$206,107,000$200,154,000$187,117,000$187,434,000$179,240,000$152,452,000$110,601,000$86,029,000$48,727,000$17,239,000$10,287,000$9,842,000$8,433,000$8,031,000$7,586,000$8,674,000$10,936,000$16,970,000$22,064,000$26,178,000$27,137,000$20,839,000$15,543,000$15,650,000$14,095,000$11,917,000$8,930,000$7,958,000$7,616,000$6,740,000$5,476,000$5,509,000$4,857,000$
Income Before Tax73,884,000$64,583,000$48,835,000$76,498,000$127,878,000$81,347,000$99,125,000$114,292,000$99,453,000$106,560,000$68,576,000$73,318,000$74,876,000$77,395,000$72,033,000$66,838,000$72,783,000$78,601,000$69,394,000$84,152,000$80,384,000$74,614,000$55,395,000$32,964,000$39,495,000$26,761,000$21,767,000$14,111,000$21,121,000$22,323,000$20,838,000$19,745,000$21,659,000$16,912,000$23,849,000$14,741,000$14,482,000$19,186,000$
Tax Expenses6,035,000$9,882,000$10,854,000$18,259,000$32,212,000$20,074,000$22,732,000$27,238,000$21,980,000$25,056,000$3,274,000$18,363,000$17,720,000$18,907,000$18,098,000$16,696,000$17,582,000$20,098,000$17,977,000$22,169,000$20,598,000$19,612,000$14,233,000$8,381,000$9,434,000$6,502,000$5,328,000$3,541,000$5,699,000$5,584,000$5,186,000$4,684,000$1,330,000$6,445,000$9,091,000$5,611,000$5,728,000$7,587,000$
Net Income67,849,000$54,701,000$37,981,000$58,239,000$95,666,000$61,273,000$76,393,000$87,054,000$77,473,000$81,504,000$65,302,000$54,955,000$57,156,000$58,488,000$53,935,000$50,142,000$55,201,000$58,503,000$51,417,000$61,983,000$59,786,000$55,002,000$41,162,000$24,583,000$30,061,000$20,259,000$16,439,000$10,570,000$15,422,000$16,739,000$15,652,000$15,061,000$20,329,000$10,467,000$14,758,000$9,130,000$8,754,000$11,599,000$
Profit Margin36.62%31.98%21.20%39.92%49.37%40.97%47.90%51.84%48.79%53.10%48.19%47.81%48.28%51.05%48.50%49.98%48.84%53.60%52.86%53.48%53.40%52.90%53.17%42.20%49.83%46.60%43.50%38.03%39.64%47.30%46.26%47.93%60.04%39.58%45.62%42.23%39.60%43.61%
TTM32.10%35.74%37.87%44.95%47.77%47.53%50.40%50.57%49.62%49.57%48.80%48.91%49.43%49.59%50.22%51.28%52.17%53.35%53.18%53.25%51.34%50.27%48.47%45.71%45.65%42.37%42.30%42.95%45.05%50.39%48.99%48.85%47.85%42.05%43.09%
Earnings to Minority9,051,000$10,265,000$10,266,000$15,636,000$10,728,000$7,757,000$9,580,000$8,667,000$8,667,000$8,668,000$8,668,000$8,667,000$8,797,000$5,729,000$5,729,000$5,728,000$5,728,000$5,729,000$5,659,000$3,757,000$3,618,000$3,618,000$3,619,000$3,618,000$3,618,000$3,022,000$1,743,000$833,000$832,000$833,000$832,000$833,000$833,000$833,000$832,000$832,000$833,000$762,000$
Earnings to Common Shareholders58,798,000$44,436,000$27,715,000$42,603,000$84,938,000$53,516,000$66,813,000$78,387,000$68,806,000$72,836,000$56,634,000$46,288,000$48,359,000$52,759,000$48,206,000$44,414,000$49,473,000$52,774,000$45,758,000$58,226,000$56,168,000$51,384,000$37,543,000$20,965,000$26,443,000$17,237,000$14,696,000$9,737,000$14,590,000$15,906,000$14,820,000$14,228,000$19,496,000$9,634,000$13,926,000$8,298,000$7,921,000$10,837,000$
QoQ%32.32%60.33%(34.95%)(49.84%)58.72%(19.90%)(14.77%)13.93%(5.53%)28.61%22.35%(4.28%)(8.34%)9.45%8.54%(10.23%)(6.26%)15.33%(21.41%)3.66%9.31%36.87%79.08%(20.72%)53.41%17.29%50.93%(33.26%)(8.27%)7.33%4.16%(27.02%)102.37%(30.82%)67.82%4.76%(26.91%)
YoY%(30.78%)(16.97%)(58.52%)(45.65%)23.45%(26.53%)17.97%69.35%42.28%38.05%17.48%4.22%(2.25%)(.03%)5.35%(23.72%)(11.92%)2.71%21.88%177.73%112.41%198.10%155.46%115.31%81.24%8.37%(.84%)(31.57%)(25.16%)65.10%6.42%71.46%146.13%(11.10%)
Earnings Per Share, Basic1.28$0.97$0.60$0.93$1.86$1.17$1.50$1.81$1.59$1.68$1.31$1.07$1.12$1.22$1.12$1.03$1.15$1.22$1.06$1.35$0.65$1.79$1.31$0.73$0.31$0.60$0.51$0.34$0.51$0.55$0.52$0.50$0.73$0.45$0.66$0.39$0.51$
Earnings Per Share, Diluted1.28$0.97$0.60$0.93$1.85$1.17$1.49$1.80$1.58$1.68$1.31$1.07$1.12$1.22$1.11$1.02$1.14$1.22$1.06$1.35$0.65$1.79$1.31$0.73$0.31$0.60$0.51$0.34$0.51$0.55$0.52$0.50$0.73$0.45$0.66$0.39$0.51$
Unlevered FCF Per Share, Basic(8.75$)0.52$(2.74$)3.08$(0.35$)(10.86$)1.03$(8.92$)16.93$(12.73$)(5.63$)(7.01$)(19.90$)22.23$(9.77$)29.91$7.83$(15.26$)(0.60$)6.81$3.84$26.52$(38.26$)(30.35$)4.70$(23.81$)(34.53$)(0.05$)3.34$0.86$6.95$(4.35$)(7.78$)(4.53$)(4.17$)
Unlevered FCF Per Share, Diluted(8.74$)0.52$(2.74$)3.07$(0.35$)(10.83$)1.03$(8.88$)16.86$(12.69$)(5.62$)(6.99$)(19.83$)22.15$(9.74$)29.79$7.79$(15.22$)(0.60$)6.79$3.83$26.49$(38.24$)(30.33$)4.70$(23.78$)(34.48$)(0.05$)3.33$0.86$6.94$(4.35$)(7.78$)(4.53$)(4.17$)
Average Shares, Basic45,891,98345,887,14345,883,64445,824,02245,785,40345,759,66744,569,34543,305,98543,242,44243,238,72443,235,39843,179,60443,150,04343,107,97543,209,82443,190,06643,179,65843,176,29643,174,22043,158,13886,230,82428,745,61428,743,89428,734,63286,116,75128,706,43828,705,31328,702,25028,694,15928,694,03628,692,74928,690,87626,666,80921,310,19921,114,40021,114,40021,111,200
Average Shares, Diluted45,977,05845,950,21645,929,56345,914,08345,944,12145,910,05244,698,32443,466,64743,431,81643,351,20843,309,39343,290,77943,313,44643,258,92543,335,21143,360,03443,399,34843,314,75543,311,48843,275,62186,368,22928,778,46228,762,34928,759,41286,245,55528,744,95328,746,29728,737,43928,738,56928,727,82228,720,80528,710,48026,693,19921,328,23721,127,92321,123,25721,113,961
EBIT243,267,000$238,304,000$224,515,000$241,506,000$314,600,000$287,454,000$299,279,000$301,409,000$286,887,000$285,800,000$221,028,000$183,919,000$160,905,000$126,122,000$89,272,000$77,125,000$82,625,000$87,034,000$77,425,000$91,738,000$89,058,000$85,550,000$72,365,000$55,028,000$65,673,000$53,898,000$42,606,000$29,654,000$36,771,000$36,418,000$32,755,000$28,675,000$29,617,000$24,528,000$30,589,000$20,217,000$19,991,000$24,043,000$
EBITDA243,267,000$238,304,000$224,515,000$241,506,000$314,600,000$287,454,000$299,279,000$301,409,000$286,887,000$285,800,000$221,028,000$183,919,000$160,905,000$126,122,000$89,272,000$77,125,000$82,625,000$87,034,000$77,425,000$91,738,000$89,058,000$85,550,000$72,365,000$55,028,000$65,673,000$53,898,000$42,606,000$29,654,000$36,771,000$36,418,000$32,755,000$28,675,000$29,617,000$24,528,000$30,589,000$20,217,000$19,991,000$24,043,000$