NYSE$OWL
Blue Owl Capital Inc · Q2 2025 earnings
Q2 2025 earnings · · Before market open · Investor relations
Briefing
Blue Owl Capital Inc reported Q2 2025 results with total revenues of $703.1 million and net income attributable to the company of $17.4 million.
Blue Owl Capital Inc delivered strong Q2 2025 performance driven by growth across its Credit, Real Assets, and GP Strategic Capital platforms. Total revenues reached $703.1 million, supported by $12.1 billion in new capital raised during the quarter. AUM grew to $284.1 billion with FPAUM at $177.5 billion, reflecting continued fundraising momentum and deployment activity.
- Total revenues of $703.1 million for the quarter, up significantly year-over-year.
- New capital raised of $12.1 billion, contributing to record fundraising momentum.
- AUM reached $284.1 billion and FPAUM $177.5 billion as of June 30, 2025.
- Net income attributable to Blue Owl Capital Inc. was $17.4 million with basic EPS of $0.03 per Class A share.
Headline financials
Revenue & EPS history
Blue Owl Capital · Revenue · Quarterly
$138M
Revenue by segment
Blue Owl Capital · $703M total across 3 segments · Q2 2025
- Credit Platform$424M—60.2%
- GP Strategic Capital Platform$163M—23.1%
- Real Assets Platform$117M—16.6%
Forward guidance
The company highlighted continued resilience in its management-fee-centric model and Permanent Capital base amid market volatility, with expectations for ongoing growth in management fees from deployment of $28.6 billion in AUM not yet paying fees.
Tailwinds
- Record fundraising with $54.6 billion raised over the last twelve months
- Strong deployment activity across platforms including $9.7 billion in direct lending originations
- Permanent Capital representing approximately 86-87% of management fees providing earnings stability
Headwinds
- Market volatility from tariffs impacting investor expectations on growth and trade
- Lackluster industry M&A and capital markets activity extending timelines for realizations
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports
+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
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q2 2025 | — | — | — | |
| 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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