Resources / Glossary / High-yield bond

High-yield bond.

Aka. Junk bond · Speculative-grade bond · HY bond

What is a high-yield bond?

A high-yield bond is debt issued by a company rated below investment grade — below BBB- from S&P and Fitch, or below Baa3 from Moody's. The rating agencies judge these issuers more likely to default, so investors demand a higher coupon to hold the paper. That extra yield is the definition: high yield is simply the market's price for higher credit risk.

The older nickname is "junk bond," a label that stuck from the 1980s. The two terms mean the same thing; "high yield" is the polite, market-standard usage. Above the line sits investment-grade debt; below it sits the high-yield universe that funds most leveraged buyouts and growth-stage borrowers.

High-yield bonds are a core financing tool for sponsors. Alongside leveraged loans, they let an acquirer raise large, long-dated, fixed-rate debt without the floating-rate exposure of a term loan — at a coupon that reflects the leverage and risk of the business.

How high-yield bonds work

Mechanically a high-yield bond looks like any corporate bond, with features tuned for riskier credits.

  1. Fixed coupon. The bond pays a set rate, usually semi-annually, that does not move with SOFR — attractive to issuers wanting certainty and to investors wanting yield.
  2. Bullet maturity. Principal is repaid in a single payment at maturity, typically five to ten years out, rather than amortizing along the way.
  3. Call protection. The issuer cannot redeem the bond early for a set non-call period; after that, redemption requires paying a declining call premium. This protects the investor's yield.
  4. Incurrence covenants. Unlike loans with maintenance tests, bond covenants are typically incurrence-based — they bite only when the company takes an action like issuing more debt or paying a dividend, not continuously.

High yield versus leveraged loans

Sponsors choose between high-yield bonds and leveraged loans, and often use both. Bonds bring fixed rates, longer tenors, and looser incurrence-style covenants, but carry call protection that makes early refinancing expensive. Leveraged loans float over SOFR, can be prepaid freely, and are easier to reprice when markets improve, but expose the borrower to rising rates.

The mix depends on rate views, the desired maturity profile, and how much flexibility the sponsor wants to refinance later. A common structure pairs a floating-rate term loan with a high-yield bond, blending repayment flexibility against rate certainty across the capital stack.

Frequently asked.

5 questions
01 What makes a bond high yield rather than investment grade?

The credit rating. A bond is high yield if its issuer is rated below investment grade — below BBB- at S&P and Fitch or below Baa3 at Moody's. The rating reflects a higher assessed probability of default, and the higher coupon is the compensation investors require for that risk.

02 Is a high-yield bond the same as a junk bond?

Yes. "Junk bond" is the older, informal term and "high-yield bond" is the market-standard usage, but they describe the same thing: a below-investment-grade bond. The shift in language was largely about tone, not substance.

03 How does a high-yield bond differ from a leveraged loan?

High-yield bonds typically carry fixed coupons, bullet maturities, call protection, and incurrence covenants. Leveraged loans float over SOFR, can be prepaid freely, and often carry tighter covenants and amortization. Sponsors frequently use both in the same deal to balance rate certainty against refinancing flexibility.

04 What is call protection on a high-yield bond?

Call protection limits the issuer's ability to redeem the bond early. There is usually a non-call period during which it cannot be repaid at all, followed by a schedule of declining call premiums the issuer must pay to redeem. It protects bondholders' yield and makes early refinancing of bonds more costly than refinancing a loan.

05 Why do sponsors use high-yield bonds in an LBO?

They provide large, long-dated, fixed-rate financing without the floating-rate risk of a term loan, and their incurrence covenants give the borrower more operating room. The cost is call protection and a higher coupon than secured debt. Tracking each bond's coupon, maturity, and call schedule keeps refinancing decisions and interest forecasts accurate through the hold.

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