NASDAQ$CCAP

Crescent Capital BDC Inc · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Crescent Capital BDC reported lower investment income and net income compared to the prior year quarter.

Crescent Capital BDC posted net income of $7.1 million and net investment income of $16.9 million for Q3 2025, reflecting a decline in investment income year-over-year. The company continued its focus on first lien investments and maintained strong floating rate exposure.

  • Net income for Q3 2025 was $7.1 million, a decline from $15.3 million in Q3 2024.
  • Net investment income per share was $0.46, down from $0.64 in the same quarter last year.
  • Investment income totaled $41.4 million, significantly lower than $51.6 million in Q3 2024.
  • The portfolio remains heavily weighted in unitranche and senior secured first lien loans, making up nearly 88% of the portfolio.

Headline financials

Total Revenue

$41.4M

Previous: $23.5M+75.9%
EPS (adj)

$0.46

Previous: $0.64-28.1%
Net Income

$7.1M

Previous: $15.3M-53.5%
Operating Income

$16.9M

Previous: -$27.4M+161.7%

Revenue & EPS history

Crescent Capital BDC · Revenue · Quarterly

$41.4M

Q3 2025+75.9%vs Q3 2024
Beat estimate in 2 of 14 quarters(14%)
ActualEstimate

Revenue by segment

Crescent Capital BDC · $1.56B total across 7 segments · Q3 2023

  • Unitranche First Lien
    $939M
  • Senior Secured First Lien
    $445M
  • Senior Secured Second Lien
    $57.6M
  • LLC/LP Equity Interests
    $54.2M
  • Equity & Other
    $49M
  • Unitranche First Lien Last Out
    $13.8M
  • Unsecured Debt
    $6.3M

Forward guidance

Management emphasized continued focus on high-quality, senior-secured debt while acknowledging macroeconomic uncertainty and the impact of lower benchmark rates on earnings.

Tailwinds

  • High floating rate exposure (97.4%) continues to benefit interest income.
  • Strong investment activity with $73.9 million deployed during the quarter.
  • Unitranche and senior secured first lien make up over 88% of portfolio value.
  • Dividend maintained at $0.42 per share, indicating stability.
  • Robust liquidity with $239.8 million of undrawn credit facility capacity.

Headwinds

  • Investment income declined significantly from prior year.
  • Net realized and unrealized losses of $9.8 million impacted earnings.
  • Benchmark rate declines affected interest income.
  • NAV per share decreased to $19.28 from $20.20 a year ago.
  • Cost of debt remains elevated at 5.99%, pressuring margins.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+0.4%

Avg return

Earnings day

+0.4%

Avg return

5 days after

+0.4%

Avg return

30 days after

57%

13 / 23 earnings

Positive

+5.4%

Q4 2022

Best reaction

-4.7%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.1%-16.1%-14.9%
Q4 2025-0.5%+1.1%-7.2%
Q3 2025-4.5%-6.3%+5.1%
Q1 2025-4.5%-5.2%-11.2%
Q4 2024-4.7%-8.6%-11.8%
Q3 2024+3.1%+4.2%+9.3%
Q2 2024-0.2%+2.0%+1.5%
Q1 2024+2.5%+2.5%+7.3%
Q4 2023+3.5%+2.6%+7.4%
Q3 2023-0.2%+1.2%+1.6%
Q2 2023+0.1%+2.4%-0.2%
Q1 2023+0.5%+1.6%+4.1%
Q4 2022+5.4%+7.3%-5.8%
Q3 2022-0.5%-2.9%-5.4%
Q2 2022+1.8%+6.4%+4.9%
Q1 2022-4.0%-3.8%-2.7%
Q4 2021-2.5%-0.9%+1.5%
Q3 2021+2.8%+2.7%-6.4%
Q2 2021+1.3%+0.5%-0.1%
Q1 2021+0.6%+7.6%+5.4%
Q4 2020+0.9%+5.6%+8.6%
Q3 2020+5.2%+1.3%+10.4%
Q2 2020+3.6%+3.2%+7.2%
Q4 2019
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q3 2015
Q2 2015

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