NYSE$OWL

Blue Owl Capital Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Blue Owl Capital reported robust and resilient growth, demonstrating the stability of its business model.

Blue Owl Capital reported its financial results for the third quarter ended September 30, 2022. FRE management fees have grown 93% since May 2021, supported by diversified fundraising trends and a permanent capital base. The company believes it is well-positioned for the current market environment, with strategies that offer investors income generation, principal preservation, and inflation mitigation.

  • Blue Owl has consistently demonstrated robust and resilient growth.
  • FRE management fees have grown 93% since the company went public in May 2021.
  • The company has a healthy and diversified fundraising trend.
  • Blue Owl has a strong permanent capital base.

Headline financials

Total Revenue

$371M

Previous: $248M+49.7%
EPS (adj)

$0.14

Previous: $0.11+27.3%
Assets Under Management

$132B

Previous: $70.5B+87.4%
Capital Expenditures

-$41.6M

Previous: -$2.04M-1937.9%
Free Cash Flow

-$39.6M

Previous: -$55.4M+28.5%
Net Income

$2.06M

Previous: -$53.3M+103.9%
Operating Income

-$134M

Previous: -$74.6M-79.3%
Cash & Equivalents

$39.5M

Previous: $139M-71.5%
Total Assets

$8.79B

Previous: $7.45B+18.0%

Revenue & EPS history

Blue Owl Capital · Revenue · Quarterly

$371M

Q3 2022+49.7%vs Q3 2021
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

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 Q3 2022

Historical avgQ3 2022

+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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