tiprankstipranks
Trending News
More News >
Bain Capital Specialty Finance (BCSF)
NYSE:BCSF
US Market
Advertisement

Bain Capital Specialty Finance (BCSF) Earnings Dates, Call Summary & Reports

Compare
432 Followers

Earnings Data

Report Date
Nov 05, 2025
After Close (Confirmed)
Period Ending
2025 (Q3)
Consensus EPS Forecast
0.45
Last Year’s EPS
0.53
Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings

Earnings Call Summary

Q2 2025
Earnings Call Date:Aug 05, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call highlighted strong net investment income, increased gross originations, and stable credit quality, all contributing to an attractive dividend yield. However, there were slight declines in net asset value and increased expenses. Market volatility also posed challenges, but overall, the positive aspects outweighed the negative.
Company Guidance
In the second quarter of 2025, Bain Capital Specialty Finance reported strong financial performance driven by robust net investment income, which reached $0.47 per share, yielding an annualized return of 10.7% on book value. Notably, the net investment income exceeded the regular dividend payout by 12%, demonstrating strong dividend coverage. Earnings per share stood at $0.37, translating to an 8.3% annualized return on book value. The company's gross originations during the quarter totaled $530 million, marking a significant 73% increase year-over-year. The Board declared a third-quarter dividend of $0.42 per share, along with an additional $0.03 per share dividend, bringing the total to $0.45 per share, equivalent to a 10.2% annualized rate on the ending book value. Despite market volatility, Bain Capital leveraged its middle-market focus, achieving an average spread of over 580 basis points on new originations. The portfolio's credit quality remained stable, with nonaccrual investments at 1.7% of amortized cost. The company's net leverage ratio was 1.2x, and its liquidity was strong, with $796 million available at the quarter's end. Bain Capital's stock offered an attractive dividend yield of 12.2% based on the current market price.
Strong Net Investment Income
Q2 net investment income per share was $0.47, representing an annualized yield on book value of 10.7%. This continues to demonstrate strong dividend coverage for shareholders, exceeding the regular dividend payout by 12%.
Increase in Gross Originations
BCSF's gross originations during Q2 were $530 million, up 73% year-over-year, showcasing the company's ability to source attractive investment opportunities despite a challenging market.
Stable Credit Quality
Investments on nonaccrual represent 1.7% and 0.6% at amortized cost and fair value, respectively, indicating stable credit quality. The nonaccrual rate remains low relative to the broader BDC sector average.
Attractive Dividend Yield
At BCSF's current market price, the dividend yield, inclusive of regular and special dividends, represents a 12.2% annualized yield.

Bain Capital Specialty Finance (BCSF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

BCSF Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Nov 05, 2025
2025 (Q3)
0.45 / -
0.53
Aug 05, 2025
2025 (Q2)
0.44 / 0.47
0.51-7.84% (-0.04)
May 05, 2025
2025 (Q1)
0.47 / 0.50
0.53-5.66% (-0.03)
Feb 27, 2025
2024 (Q4)
0.47 / 0.52
0.54-3.70% (-0.02)
Nov 05, 2024
2024 (Q3)
0.50 / 0.53
0.521.92% (+0.01)
Aug 06, 2024
2024 (Q2)
0.52 / 0.51
0.6-15.00% (-0.09)
May 06, 2024
2024 (Q1)
0.55 / 0.53
0.56.00% (+0.03)
Feb 27, 2024
2023 (Q4)
0.53 / 0.54
0.3745.95% (+0.17)
Nov 06, 2023
2023 (Q3)
0.54 / 0.52
0.53-1.89% (-0.01)
Aug 08, 2023
2023 (Q2)
0.50 / 0.60
0.4146.34% (+0.19)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

BCSF Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Aug 05, 2025
$14.32$14.70+2.65%
May 05, 2025
$14.36$14.44+0.56%
Feb 27, 2025
$16.93$17.48+3.25%
Nov 05, 2024
$14.69$15.05+2.45%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Bain Capital Specialty Finance (BCSF) report earnings?
Bain Capital Specialty Finance (BCSF) is schdueled to report earning on Nov 05, 2025, After Close (Confirmed).
    What is Bain Capital Specialty Finance (BCSF) earnings time?
    Bain Capital Specialty Finance (BCSF) earnings time is at Nov 05, 2025, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is BCSF EPS forecast?
          BCSF EPS forecast for the fiscal quarter 2025 (Q3) is 0.45.
            What am I Missing?
            Make informed decisions based on Top Analysts' activity
            Know what industry insiders are buying
            Get actionable alerts from top Wall Street Analysts
            Find out before anyone else which stock is going to shoot up
            Get powerful stock screeners & detailed portfolio analysis