NYSE$OBDC

Blue Owl Capital Corporation · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Blue Owl's first quarter results reflected a strong start to the year, achieving record net asset value per share for the third consecutive quarter while maintaining solid credit performance.

Blue Owl Capital Corporation reported a net investment income per share of $0.47 for the first quarter, exceeding the regular dividend by over 25%. The NAV per share increased to $15.47, marking the company's highest NAV per share since inception. The company generated a 12.1% return on equity this quarter.

  • Net investment income (“NII”) per share was $0.47, exceeding the regular dividend by over 25%.
  • The Board declared a first quarter supplemental dividend of $0.05 per share.
  • Total dividends for the first quarter were $0.42 per share, representing a 10.9% annualized dividend yield based on first quarter net asset value (“NAV”) per share.
  • NAV per share increased to $15.47 compared to $15.45 as of December 31, 2023, which represents the Company’s highest NAV per share since inception.

Headline financials

Total Revenue

$176M

Previous: $76.1M+131.0%
EPS

$0.47

Previous: $0.45+4.4%
NAV per share

$15.47

Previous: $15.15+2.1%
Net debt-to-equity

1.04

No prior period
Capital Expenditures

$0.00

No prior period
Free Cash Flow

$183M

Previous: $202M-9.6%
Net Income

$183M

Previous: $202M-9.6%
Operating Income

$83.8M

Previous: -$16M+622.9%
Gross Profit

$176M

Previous: $76.1M+131.0%
Total Assets

$13.3B

Previous: $13.7B-2.6%

Revenue & EPS history

Blue Owl · Revenue · Quarterly

$176M

Q1 2024+131%vs Q1 2023
Beat estimate in 4 of 15 quarters(27%)
ActualEstimate

Revenue by segment

Blue Owl · $875K total across 1 segment · Q3 2023

  • Joint ventures
    $875K

Forward guidance

The company's Board declared a second quarter 2024 regular dividend of $0.37 per share for stockholders of record as of June 28, 2024, payable on or before July 15, 2024. The Board also declared a first quarter 2024 supplemental dividend of $0.05 per share for stockholders of record as of May 31, 2024, payable on or before June 14, 2024. On May 6, 2024, the Board approved the 2024 Repurchase Program under which the Company may repurchase up to $150 million of the Company’s common stock.

Tailwinds

  • Declared a second quarter 2024 regular dividend of $0.37 per share.
  • Declared a first quarter 2024 supplemental dividend of $0.05 per share.
  • Approved a repurchase program to repurchase up to $150 million of the Company’s common stock.
  • New investment commitments totaled $1,202.7 million.
  • Principal amount of new investments funded was $920.4 million.

Headwinds

  • Total expenses increased to $211.6 million due to an increase in interest expense.
  • Weighted average total yield of accruing debt and income-producing securities at fair value decreased from 12.4% to 12.1%.
  • Ending net debt to equity increased from 1.09x to 1.04x.
  • Investment income decreased from $411.2 million to $399.6 million.
  • Loans on non-accrual represented 1.8% of the total fair value of the debt portfolio.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+0.6%

Avg return

Earnings day

+1.1%

Avg return

5 days after

+0.4%

Avg return

30 days after

63%

17 / 27 earnings

Positive

+6.6%

Q3 2022

Best reaction

-5.4%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.9%-5.1%-6.3%
Q4 2025-1.0%+1.1%-3.5%
Q3 2025-5.4%-5.6%+5.5%
Q1 2025+1.2%+6.3%+6.3%
Q4 2024-0.7%-1.9%-4.2%
Q3 2024+1.2%+1.4%+4.6%
Q2 2024-1.6%-2.9%-0.9%
Q1 2024-0.9%+0.2%+0.1%
Q4 2023+1.5%+0.7%+2.9%
Q3 2023+1.7%+3.5%+7.3%
Q2 2023-0.7%-1.5%-3.4%
Q1 2023+1.8%+3.4%+8.1%
Q4 2022+5.2%+4.9%-5.0%
Q3 2022+6.6%+9.0%+8.7%
Q2 2022+1.3%+6.3%+1.7%
Q1 2022-4.9%-8.6%-5.1%
Q4 2021+2.0%+2.8%+2.5%
Q3 2021+0.1%+1.6%-2.7%
Q2 2021+0.1%+0.3%+2.3%
Q1 2021-2.6%-3.7%+0.9%
Q4 2020+0.4%+0.8%-0.4%
Q3 2020+5.6%+9.3%+12.9%
Q2 2020+3.0%+3.1%+0.4%
Q1 2020+3.6%+4.8%+3.7%
Q4 2019-1.2%-5.9%-35.5%
Q3 2019+1.7%+2.4%+7.2%
Q2 2019+1.7%+2.1%+1.9%
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016

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