NASDAQ$OCSL

Oaktree Specialty Lending Corporation · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

Oaktree Specialty Lending Corporation reported its financial results for the third quarter ended June 30, 2025.

The company generated total investment income of $75.3 million and net investment income of $33.5 million, or $0.38 per share. Net increase in net assets resulting from operations was $38.4 million, or $0.44 per share. Net asset value per share ended the quarter at $16.76.

  • Total investment income reached $75.3 million for the quarter.
  • Net investment income was $33.5 million ($0.38 per share).
  • NAV per share stood at $16.76 as of June 30, 2025.
  • Portfolio fair value totaled $2.81 billion with 149 portfolio companies.

Headline financials

Total Revenue

-$7.7M

Previous: -$3.76M-104.7%
EPS (adj)

$0.44

Previous: $0.01+4300.0%
NAV per share

$16.76

Previous: $18.19-7.9%
Net Income

$38.4M

Previous: $1.12M+3324.3%
Operating Income

-$21.7M

Previous: -$16.4M-32.3%

Revenue & EPS history

Oaktree · Revenue · Quarterly

-$7.7M

Q3 2025+104.7%vs Q3 2024
Beat estimate in 4 of 15 quarters(27%)
ActualEstimate

Revenue by segment

Oaktree · $75.3M total across 4 segments · Q3 2025

  • Interest income
    $69.4M
  • PIK interest income
    $5.07M
  • Dividend income
    $525K
  • Fee income
    $286K

Historical earnings impact

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

Avg. return before/after earnings

Based on 18 quarterly earnings reports

Historical avg

-1.4%

Avg return

Earnings day

-2.0%

Avg return

5 days after

-2.6%

Avg return

30 days after

33%

6 / 18 earnings

Positive

+7.3%

Q4 2022

Best reaction

-8.4%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2025
Q2 2026+0.4%-5.8%-5.3%
Q1 2026+3.0%+2.0%-5.6%
Q4 2025+0.0%+1.1%-3.8%
Q2 2025-7.8%-6.7%+1.6%
Q1 2025-2.8%-2.9%+0.2%
Q4 2024-2.9%-1.9%-6.0%
Q3 2024-8.4%-10.6%-5.0%
Q2 2024-1.9%-2.9%-1.9%
Q1 2024-6.9%-7.2%-7.1%
Q4 2023+0.5%+0.4%+1.4%
Q3 2023-1.7%-0.8%-1.4%
Q2 2023-2.4%-0.7%+1.3%
Q1 2023-1.6%-1.7%-4.4%
Q4 2022+7.3%+7.9%+2.4%
Q3 2022-0.8%-1.1%-4.3%
Q2 2022-1.5%-4.5%-5.4%
Q1 2022+1.1%+0.0%-2.4%
Q4 2021+1.3%-0.8%-1.3%

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