NYSE$OWL

Blue Owl Capital Inc · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

Blue Owl Capital reported Q3 2025 revenue of $258.6M, net income of $45.0M.

For Q3 2025, Blue Owl Capital reported Revenue was $258.6M, net income was $45.0M. The filing discusses operating performance, liquidity, and outlook in MD&A.

  • Revenue $258.6M for Q3 2025.
  • Net income $45.0M.
  • MD&A covers liquidity, capital allocation, and sector-specific risks.

Headline financials

Total Revenue

$150M

Previous: $141M+6.9%
EPS (adj)

$0.22

Previous: $0.04+450.0%
New Capital Raised

$14.4B

No prior period
Assets Under Management

$296B

Previous: $235B+26.0%
Capital Expenditures

-$34M

Previous: -$50.3M+32.3%
Net Income

$6.31M

Previous: $29.8M-78.8%

Revenue & EPS history

Blue Owl Capital · Revenue · Quarterly

$150M

Q3 2025+6.9%vs Q3 2024
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

The 10-Q discusses operating priorities, liquidity, and risks; formal multi-year guidance varies by issuer.

Tailwinds

  • Management outlines strategic priorities and capital allocation.
  • Segment commentary supports the investment narrative where disclosed.

Headwinds

  • Macro, rates, or input costs may affect margins.
  • One-time items can affect quarter-over-quarter comparability.

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 2025

Historical avgQ3 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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