NYSE$OTF

Blue Owl Technology Finance Corp · Q2 2025 earnings

Q2 2025 earnings · · After market close

Briefing

Blue Owl Technology Finance Corp reported its Q2 2025 financial results on August 6, 2025.

Blue Owl Technology Finance Corp generated total investment income of $319.5 million for the three months ended June 30, 2025. The company achieved net investment income after taxes of $160.4 million and a net increase in net assets of $201.5 million, resulting in EPS of $0.43. Portfolio growth was supported by the merger with OTF II, with NAV per share rising to $17.17.

  • Total investment income reached $319.5 million, up significantly year-over-year due to portfolio expansion.
  • Net investment income after taxes was $160.4 million with EPS of $0.43.
  • Net asset value per share increased to $17.17 as of June 30, 2025.
  • The company maintained strong credit quality with 99.8% of debt investments performing.

Headline financials

Total Revenue

-$7.41M

Previous: $104M-107.1%
EPS (adj)

$0.43

Previous: $0.04+975.0%
NAV per share

$17.17

No prior period
Net leverage

0.58

No prior period
Total investments at fair value

$12.7B

No prior period
Weighted avg yield at fair value

10.4%

No prior period
Net Income

$201M

Previous: $8.12M+2382.9%
Operating Income

-$73.9M

Previous: $86.5M-185.5%
Cash & Equivalents

$171M

Previous: $331M-48.5%
Total Assets

$13B

Previous: $6.55B+99.1%

Revenue & EPS history

Blue Owl Technology Finance Corp · Revenue · Quarterly

-$7.41M

Q2 2025-107.1%vs Q2 2024
Beat estimate in 1 of 3 quarters(33%)
ActualEstimate

Historical earnings impact

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

Avg. return before/after earnings

Based on 3 quarterly earnings reports

Historical avg

-0.4%

Avg return

Earnings day

-7.5%

Avg return

5 days after

-0.7%

Avg return

30 days after

67%

2 / 3 earnings

Positive

+0.9%

Q1 2026

Best reaction

-2.5%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026+0.9%-7.8%-2.9%
Q4 2025-2.5%-8.7%-1.0%
Q3 2025+0.5%-5.9%+1.8%
Q1 2025
Q3 2024
Q2 2024
Q1 2024
Q3 2023
Q2 2023
Q1 2023

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