NYSE$TSLX

Sixth Street Specialty Lending Inc · Q1 2026 earnings

Q1 2026 earnings · · After market close · Investor relations

Briefing

TSLX reported Q1 2026 revenue of $93.4M and net income of $39.8M, with diluted EPS of $-0.27.

For Q1 2026, TSLX reported revenue of $93.4M and net income of $39.8M. Management discusses segment performance, costs, and liquidity in the quarterly filing.

  • Revenue of $93.4M for Q1 2026.
  • Net income of $39.8M; diluted EPS $-0.27.
  • Operating trends and segment mix are detailed in the quarterly report.
  • Liquidity, capital allocation, and macro exposure are discussed in MD&A.

Headline financials

Total Revenue

$1.79M

Previous: $60.4M-97.0%
EPS (adj)

-$0.27

Previous: $0.39-169.2%
Net Income

-$26M

Previous: $37M-170.4%

Revenue & EPS history

Sixth Street · Revenue · Quarterly

$1.79M

Q1 2026-97%vs Q1 2025
Beat estimate in 4 of 13 quarters(31%)
ActualEstimate

Forward guidance

The 10-Q does not provide numeric consolidated annual EPS guidance for TSLX. Management commentary in MD&A covers costs, capital, and sector-specific risks.

Tailwinds

  • Management discusses operational priorities and liquidity in the quarterly filing.
  • Segment or product trends are disclosed where applicable to the business model.

Headwinds

  • Macro, input-cost, and interest-rate exposure can affect near-term results.
  • One-time items, impairments, or fair-value marks may distort quarterly comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+0.9%

Avg return

Earnings day

-1.1%

Avg return

5 days after

-0.5%

Avg return

30 days after

68%

13 / 19 earnings

Positive

+4.6%

Q3 2023

Best reaction

-4.4%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.8%-11.3%-11.8%
Q4 2025-4.4%-4.3%-11.5%
Q3 2025-1.4%-6.4%-1.6%
Q1 2025-0.6%-0.9%+11.5%
Q4 2024+2.2%+2.9%-3.0%
Q3 2024+1.0%+1.3%+7.2%
Q2 2024-0.8%-5.0%+1.1%
Q1 2024-3.7%-3.0%+1.5%
Q4 2023+1.9%+1.6%-2.8%
Q3 2023+4.6%+2.9%+6.3%
Q2 2023+4.5%+2.5%+1.4%
Q1 2023+0.4%-2.6%+4.3%
Q4 2022+3.2%+0.3%-9.4%
Q3 2022+0.2%+1.2%+3.2%
Q2 2022-0.5%-0.6%-2.8%
Q1 2022+1.7%-0.2%-3.7%
Q4 2021+1.7%+0.0%-4.0%
Q3 2021+0.3%+1.5%+0.4%
Q4 2020+3.1%-0.1%+3.6%

Discussion

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