The earnings call highlighted strong financial performance and effective merger integration, with solid returns and consistent dividend coverage. However, challenges such as a slight decline in NAV, a tough deal environment, and exposure to tariff-affected companies were noted. Despite these challenges, the company's strategic positioning and portfolio performance were emphasized as positive factors.

Company Guidance

In the second quarter of 2025, Blue Owl Capital Corporation reported robust financial performance, with a return on equity (ROE) of 10.6% and adjusted net investment income (NII) per share of $0.40. The company achieved a net asset value (NAV) per share of $15.03, a slight decrease from the previous quarter. Blue Owl deployed $1.1 billion in new investment commitments and saw $1.9 billion in paydowns, resulting in a net leverage ratio of 1.17x. The company's portfolio exhibited strong fundamentals, with mid- to high single-digit revenue and EBITDA growth. Blue Owl's nonaccrual rate stood at 0.7% at fair value, and their disciplined investment strategy provided below-industry average nonaccrual rates. The Board declared a base dividend of $0.37 per share and a supplemental dividend of $0.02 per share. The company ended the quarter with nearly $17 billion in portfolio investments and $8 billion in net assets. Blue Owl expressed optimism about future deal flows and maintained a strong liquidity position with over $4 billion in cash and facility capacity.

Consistent ROE and NII Performance

The company achieved an ROE of 10.6%, marking the 12th consecutive quarter of double-digit ROE, with adjusted NII per share of $0.40.

Strong Portfolio Performance

Portfolio companies showed solid revenue and EBITDA growth with stable internal ratings and a low nonaccrual rate of 0.7% at fair value.

Successful Deleveraging Post-Merger

Net leverage was reduced to 1.17x, within the target range, after the onetime leveraging event from the OBDE merger.

Significant Investment Commitments

Deployed approximately $1.1 billion in new investment commitments with $906 million in fundings, and a steady flow of repayments totaling $1.9 billion.

Supplemental and Base Dividend Declared

Board declared a $0.02 supplemental dividend and a $0.37 base dividend, reflecting strong earnings coverage.

Blue Owl Capital (OBDC) 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

Daily Earnings Calendar >

OBDC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	0.40 / -	0.47	―	―	―
Aug 06, 2025	2025 (Q2)	0.40 / 0.42	0.48	-12.50% (-0.06)
May 07, 2025	2025 (Q1)	0.43 / 0.41	0.47	-12.77% (-0.06)
Feb 19, 2025	2024 (Q4)	0.45 / 0.47	0.51	-7.84% (-0.04)
Nov 06, 2024	2024 (Q3)	0.48 / 0.47	0.49	-4.08% (-0.02)
Aug 07, 2024	2024 (Q2)	0.47 / 0.48	0.48	0.00% (0.00)
May 08, 2024	2024 (Q1)	0.48 / 0.47	0.45	4.44% (+0.02)
Feb 21, 2024	2023 (Q4)	0.48 / 0.51	0.41	24.39% (+0.10)
Nov 08, 2023	2023 (Q3)	0.47 / 0.49	0.37	32.43% (+0.12)
Aug 09, 2023	2023 (Q2)	0.46 / 0.48	0.32	50.00% (+0.16)

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

OBDC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$14.11	$14.08	-0.21%
May 07, 2025	$13.35	$13.52	+1.27%
Feb 19, 2025	$14.81	$14.70	-0.74%
Nov 06, 2024	$13.93	$13.66	-1.94%

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 Blue Owl Capital (OBDC) report earnings?

Blue Owl Capital (OBDC) is schdueled to report earning on Nov 05, 2025, Before Open (Confirmed).

What is Blue Owl Capital (OBDC) earnings time?

Blue Owl Capital (OBDC) earnings time is at Nov 05, 2025, Before Open (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 OBDC EPS forecast?

OBDC EPS forecast for the fiscal quarter 2025 (Q3) is 0.4.

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