NYSE$OWL

Blue Owl Capital Inc · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

OWL reported Q1 2026 revenue of $753.8M and net income of $15.5M, with diluted EPS of $0.02.

For Q1 2026, OWL reported revenue of $753.8M and net income of $15.5M. The quarterly 10-Q discusses segment performance, liquidity, and outlook in MD&A.

  • Revenue of $753.8M for Q1 2026.
  • Net income of $15.5M; diluted EPS $0.02.
  • Operating trends and segment mix are detailed in the quarterly report.
  • Liquidity, capital allocation, and macro exposure discussed in MD&A.

Headline financials

Total Revenue

$138M

Previous: $133M+4.1%
EPS (adj)

$0.02

Previous: $0.01+100.0%
Capital Expenditures

-$13.8M

Previous: -$13.3M-3.6%
Net Income

$15.5M

Previous: $7.43M+109.2%
Operating Income

-$130M

Previous: $40.3M-423.3%

Revenue & EPS history

Blue Owl Capital · Revenue · Quarterly

$138M

Q1 2026+4.1%vs Q1 2025
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

The 10-Q discusses OWL's operating environment, capital priorities, and risks without issuing formal quarterly EPS guidance.

Tailwinds

  • Management provides segment and liquidity detail in MD&A.
  • Filing supports transparency on year-over-year trends.

Headwinds

  • Macro, competitive, or regulatory risks noted in risk factors.
  • No numeric full-year EPS bridge in the quarterly filing.

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 2026

Historical avgQ1 2026

+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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