NYSE$OTF
Blue Owl Technology Finance Corp · Q3 2025 earnings
Q3 2025 earnings ·
Briefing
Blue Owl Technology Finance reported Q3 2025 total investment income of $322.6M with net investment income of $130.6M.
Third-quarter total investment income was $322.6 million. Net investment income was $130.6 million before taxes as the BDC deployed capital across technology direct lending.
- Q3 total investment income $322.6M.
- Net investment income $130.6M.
- First-lien technology lending focus.
- Credit quality and rate environment affect spreads.
Headline financials
Revenue & EPS history
Blue Owl Technology Finance Corp · Revenue · Quarterly
-$4.97M
Forward guidance
BDC outlook focuses on net investment income, portfolio yield, and dividend coverage.
Tailwinds
- Technology direct lending pipeline.
- Fee income from platform scale.
Headwinds
- Credit losses in stressed names.
- Rate and spread compression.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 3 quarterly earnings reports · overlaid with Q3 2025
-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
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| 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 | — | — | — |
Discussion
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