NASDAQ$GBDC

Golub Capital BDC Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Golub Capital BDC reported Q1 2026, diluted EPS of $0.38.

For Q1 2026, Golub Capital BDC reported diluted EPS was $0.38, adjusted diluted EPS was $0.38. The filing highlights segment trends, liquidity, and management commentary on the period.

  • Diluted EPS $0.38.
  • Adjusted diluted EPS $0.38.
  • Golub Capital BDC discusses capital allocation and near-term priorities.

Headline financials

Total Revenue

$44.7M

Previous: $197M-77.3%
EPS (adj)

$0.38

Previous: $0.39-2.6%

Revenue & EPS history

Golub Capital BDC · Revenue · Quarterly

$44.7M

Q1 2026-77.3%vs Q1 2025
Beat estimate in 3 of 13 quarters(23%)
ActualEstimate

Revenue by segment

Golub Capital BDC · $5.52B total across 4 segments · Q4 2023

  • One Stop
    $4.68B+0.2%
  • Senior Secured
    $504M+6.6%
  • Equity
    $297M+7.1%
  • Junior Debt
    $37.1M+37.1%

Forward guidance

Management discusses operating priorities, capital allocation, and sector-specific risks in the quarterly filing.

Tailwinds

  • Headline results and segment commentary anchor the quarter narrative.
  • Balance sheet and liquidity support ongoing operations or returns.
  • Strategic initiatives cited in the release or MD&A.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items can affect year-over-year comparability.
  • Execution risk on guidance or restructuring plans.

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 Q1 2026

Historical avgQ1 2026

-0.1%

Avg return

Earnings day

+0.1%

Avg return

5 days after

-2.2%

Avg return

30 days after

42%

8 / 19 earnings

Positive

+2.9%

Q4 2022

Best reaction

-3.8%

Q1 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026-2.0%-3.8%-3.7%
Q1 2026+1.5%-1.3%-5.2%
Q4 2026-0.1%+2.1%-0.7%
Q2 2025+0.6%+2.3%+6.4%
Q1 2025-2.3%+0.1%-4.1%
Q4 2024-1.9%-1.4%-4.1%
Q3 2024-0.8%-2.2%+1.2%
Q2 2024-0.4%-0.9%-4.6%
Q1 2024-1.0%+0.5%+3.3%
Q4 2023+2.0%+1.9%+0.5%
Q3 2023+2.4%+5.2%+0.9%
Q2 2023-1.0%-1.7%+0.8%
Q1 2023-3.8%-2.1%-10.6%
Q4 2022+2.9%+6.0%-2.8%
Q3 2022-1.2%-0.1%-5.2%
Q2 2022-0.1%-4.5%-9.3%
Q1 2022+0.8%-0.6%-7.0%
Q4 2021+1.1%+2.4%+2.8%
Q4 2020+1.3%-0.6%-1.3%

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