NYSE$OBDC
Blue Owl Capital Corporation · Q4 2025 earnings
Q4 2025 earnings · · After market close · Investor relations
Briefing
Blue Owl Capital Corporation reported Q4 2025, revenue of $447.8M, net income of $192.3M, diluted EPS of $0.38.
For Q4 2025, Blue Owl Capital Corporation reported revenue of $447.8M, net income of $192.3M, diluted EPS was $0.38, adjusted diluted EPS was $0.36. Management discusses segment performance, capital allocation, and outlook in the earnings filing.
- Revenue $447.8M.
- Net income $192.3M.
- Diluted EPS $0.38.
- Adjusted diluted EPS $0.36.
Headline financials
Revenue & EPS history
Blue Owl · Revenue · Quarterly
$448M
Revenue by segment
Blue Owl · $875K total across 1 segment · Q3 2023
- Joint ventures$875K—100.0%
Forward guidance
The release discusses Blue Owl Capital Corporation's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.
Tailwinds
- Blue Owl Capital Corporation cites operational execution and demand trends supporting the outlook.
- Balance sheet and liquidity actions aim to fund growth and returns.
- Dividends, NAV, and portfolio yields remain focal points for investors.
Headwinds
- Macro, pricing, and input-cost volatility could pressure margins.
- Segment mix and one-time items may affect quarter-to-quarter comparability.
- Credit marks, non-accruals, and spread compression are key risks.
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 Q4 2025
+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
| Quarter | Report date | Reaction (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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