NYSE$OWL

Blue Owl Capital Inc · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Blue Owl Capital reported Q1 2025 total revenues, net, of $683.5M with net income attributable to Blue Owl of $7.4M and diluted EPS of $0.01.

Total revenues, net, rose to $683.5 million on higher management and administrative fees across credit, GP strategic capital, and real assets. Net income attributable to Blue Owl Capital Inc. was $7.4 million, or $0.01 per diluted share.

  • Q1 total revenues, net, $683.5M (+33% YoY).
  • Net income attributable to Blue Owl $7.4M.
  • Fundraising and deployment drive fee growth.
  • Acquisition-related amortization weighs on GAAP earnings.

Headline financials

Total Revenue

$133M

Previous: $120M+10.3%
EPS (adj)

$0.01

Previous: $0.04-75.0%
New Capital Raised

$10.7B

No prior period
Assets Under Management

$273B

Previous: $174B+56.8%
Capital Expenditures

-$13.3M

Previous: -$6.14M-117.2%
Net Income

$7.43M

Previous: $25.1M-70.4%
Operating Income

$40.3M

Previous: -$12.8M+415.6%
Gross Profit

$588M

Previous: $120M+389.7%

Revenue & EPS history

Blue Owl Capital · Revenue · Quarterly

$133M

Q1 2025+10.3%vs Q1 2024
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

Management discusses operating priorities, capital allocation, and sector risks in the quarterly filing.

Tailwinds

  • Headline results and segment trends anchor the quarter.
  • Liquidity and balance-sheet capacity support operations.
  • Strategic initiatives outlined in MD&A.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items affect year-over-year comparability.
  • Execution risk on growth or restructuring plans.

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 2025

Historical avgQ1 2025

+0.6%

Avg return

Earnings day

+1.5%

Avg return

5 days after

-0.7%

Avg return

30 days after

38%

8 / 21 earnings

Positive

+17.6%

Q3 2022

Best reaction

-14.7%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+10.7%+21.1%+15.8%
Q4 2025-3.6%+7.5%-18.0%
Q3 2025-4.2%-5.4%-9.4%
Q1 2025-3.3%-3.7%+0.8%
Q4 2024-0.7%-5.6%-22.2%
Q3 2024-7.1%-7.7%+2.7%
Q2 2024-14.7%-14.1%-7.5%
Q1 2024-3.8%-2.8%-3.5%
Q4 2023+7.9%+10.0%+7.4%
Q3 2023+5.7%+3.4%+8.4%
Q2 2023+0.1%-0.4%-3.0%
Q1 2023-3.3%-4.8%-2.7%
Q4 2022+4.1%+5.5%-21.1%
Q3 2022+17.6%+20.1%+15.9%
Q2 2022+7.3%+8.4%-5.8%
Q1 2022-2.2%-12.3%-0.8%
Q4 2021-7.2%-7.3%-3.2%
Q3 2021-6.7%-7.1%-11.1%
Q2 2021-0.5%+3.9%+24.4%
Q1 2021+15.9%+24.8%+21.5%
Q4 2020-0.2%-1.8%-2.7%
Q2 2020
Q1 2020

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