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Blue Owl Capital Corporation (OBDC)
:OBDC
Earnings Data
Report Date
Feb 25, 2026Before Open (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.37Last Year’s EPS
0.47Same Quarter Last Year
Strong Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call highlights a strong quarter for Blue Owl Capital Corporation with solid returns and strategic growth initiatives, including a significant merger. However, challenges such as a decline in NAV and lower nonrecurring income were noted. Despite these challenges, the overall outlook remains positive, supported by a disciplined investment approach and strong credit performance.Company Guidance
Merger Announcement
OBDC will acquire OBDC II, adding nearly $1 billion in net assets and creating a larger, predominantly senior secured portfolio with potential for earnings accretion over time.
Consistent Returns
Generated adjusted NII per share of $0.36, representing an ROE of 9.5%, in line with long-term averages despite a declining base rate and spread environment.
Strong Portfolio Fundamentals
Portfolio benefits from a disciplined investment approach with an emphasis on larger, recession-resistant businesses, maintaining strong fundamentals with no broad signs of stress.
Increased Deal Activity
Third quarter saw originations of $1.3 billion and fundings of $1.1 billion, with a notable increase in add-on activities and participation in larger transactions.
Solid Credit Performance
Nonaccrual rate remains low at 1.3% of fair value, with no significant increase in amendment activity or revolver drawing, indicating strong credit quality.
OBDC Earnings History
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 |
|---|---|---|---|
Nov 05, 2025 | $12.78 | $12.10 | -5.32% |
Aug 06, 2025 | $13.70 | $13.67 | -0.22% |
May 07, 2025 | $12.96 | $13.12 | +1.23% |
Feb 19, 2025 | $14.37 | $14.27 | -0.70% |
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 Corporation (OBDC) report earnings?
Blue Owl Capital Corporation (OBDC) is schdueled to report earning on Feb 25, 2026, Before Open (Confirmed).
What is Blue Owl Capital Corporation (OBDC) earnings time?
Blue Owl Capital Corporation (OBDC) earnings time is at Feb 25, 2026, 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 (Q4) is 0.37.