Houlihan Lokey, Inc.
Houlihan Lokey, Inc. is classed by the SEC under Investment Advice (industry code 6282), based in Los Angeles, CA. In its latest annual figures on file, for the fiscal year ended 2026-03-31, it reported revenue of $2.6 billion and a profit of $424 million (its filed statements).
vs its business-model standard
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a asset management business: prior from its industry code (SEC 6282, Investment Advice); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 5.6 out of ten, 9 of 9 metrics filed: past 6.2 out of ten, present 5.3 out of ten, future 5.3 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
- Surviving crises (past): 7.2 out of ten. No warning events in its filings since 2017. 72nd percentile among 48 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Track record (past): 6.5 out of ten. +13.4% a year over 8 filed years; profitable in 8 of 8. 65th percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Shareholder treatment (past): 5.2 out of ten. Share count grew 0.4% a year. 39% of cash flow returned. Insiders: 5 sales, 1 purchases. 52nd percentile among 36 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Financial health (present): 6.9 out of ten. ROE 18%: 18¢ of profit per shareholder dollar. Leverage 46%: owes 46¢ per asset dollar. 69th percentile among 44 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Industry position (present): 6.1 out of ten. top 39% of 42 in its family; net margin 16.2%. 61st percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Leadership (present): 3.1 out of ten. bottom 31% of 34 in its family for leadership; chief executive since 2025. 31st percentile among 34 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
- Room to expand (future): 7.4 out of ten. top 26% of 41 in its family for room to expand. 74th percentile among 41 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Growth drivers (future): 4.1 out of ten. bottom 41% of 41 in its family for growth drivers. 41st percentile among 41 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Expectations vs reality (future): 4.3 out of ten. bottom 43% of 40 in its family for expectations against reality. 43rd percentile among 40 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-05-22 for the period ended 2026-03-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-07-31 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-07-30 for the period ended 2026-07-29 (on EDGAR). Newest filing: Form 8-K, 2026-10-05. Filings on record since 2004. Read from EDGAR 2026-10-12.
Where the revenue comes from
By geography: United States 68%, International 32%. As tagged in its annual report (Form 10-K, filed 2026-05-22).
Who runs it
Adelson, Scott Joseph (CEO); Siegert, Paul Eric (CO-CHAIRMAN); Beiser, Scott L (CO-CHAIRMAN); Gold, Irwin (CO-CHAIRMAN); Alley, J Lindsey (Chief Financial Officer); Bhandari, Prabha S (CHIEF LEGAL OFFICER & SECRETARY Exhibit List: Exhibit 24.1 - Power of Attorney); Crain, Christopher M (GENERAL COUNSEL); Reichert, Thomas (director); Bassey, Ekpedeme M (director); Mund, Ronald Scott (director); and 5 more. 15 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-10-02.
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