NYSE$TSLX

Sixth Street Specialty Lending Inc · Q3 2025 earnings

Q3 2025 earnings · · Investor relations

Briefing

Sixth Street Specialty Lending reported Q3 2025, revenue of $109.4M, net income of $50.7M, diluted EPS of $0.47.

For Q3 2025, Sixth Street Specialty Lending reported revenue of $109.4M, net income of $50.7M, diluted EPS of $0.47. Management discussed operating trends, liquidity, and priorities as disclosed in the quarterly filing.

  • Revenue $109.4M.
  • Net income $50.7M.
  • Diluted EPS $0.47.

Headline financials

Total Revenue

$17.1M

Previous: $3.95M+334.1%
EPS (adj)

$0.47

Previous: $0.44+6.8%
Free Cash Flow

$44.6M

Previous: $40.7M+9.7%
Net Income

$44.6M

Previous: $40.7M+9.7%
Operating Income

-$10M

Previous: -$60M+83.3%
Gross Profit

$17.1M

Previous: $3.95M+334.1%

Revenue & EPS history

Sixth Street · Revenue · Quarterly

$17.1M

Q3 2025+334.1%vs Q3 2024
Beat estimate in 4 of 13 quarters(31%)
ActualEstimate

Forward guidance

The filing discusses Sixth Street Specialty Lending's outlook, capital deployment, and key risks without relying solely on numeric EPS guidance.

Tailwinds

  • Sixth Street Specialty Lending cited execution on strategic priorities in the filing.
  • Balance sheet and liquidity support continued operations.
  • Investment income and portfolio yield support distributions.

Headwinds

  • Macro, competitive, and cost pressures may affect margins.
  • Segment mix and one-time items can affect comparability.
  • Credit quality and rate environment affect net investment income.

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 Q3 2025

Historical avgQ3 2025

+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%

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