The earnings call for Blue Owl Capital highlighted significant growth in capital raising, strong performance across business segments, and successful new product launches. While the company faced some challenges due to market disruptions and dependence on M&A for direct lending, the overall sentiment of the call was positive, driven by record-breaking achievements and strategic partnerships.

Company Guidance -

Q3 2025

During Blue Owl Capital's Second Quarter 2025 Earnings Call, the company provided guidance that highlights strong financial metrics and strategic growth. The firm reported fee-related earnings (FRE) of $0.23 per share and distributable earnings (DE) of $0.21 per share. They declared a dividend of $0.225 per share. Notably, Blue Owl raised $14 billion in new capital during the quarter, marking a record $55 billion capital raise over the last 12 months, which is 28% of the previous year's assets under management. This growth is supported by a 29% increase in FRE revenues, a 23% rise in FRE, and a 20% boost in DE on a year-over-year basis. The firm also emphasized the expansion of its alternative credit and digital infrastructure strategies, with a particular focus on a new $850 million interval fund and a $7 billion flagship fund in digital infrastructure. This strategic expansion reflects Blue Owl's commitment to leveraging its scale and incumbency in the market to offer bespoke and scalable solutions to investors and underscores their strong positioning in the evolving capital markets landscape.

Record Capital Raise

Blue Owl Capital raised $14 billion of new capital during the quarter, bringing the total to a record $55 billion over the last 12 months, representing 28% of assets under management a year ago.

Significant Growth in Key Financial Metrics

Fee-related earnings (FRE) grew by 29%, FRE by 23%, and distributable earnings (DE) by 20% year-over-year on a last 12 months basis.

Strong Performance Across Business Segments

The company saw a record $5.8 billion raised across its real assets platform and a record quarter for credit with $5.8 billion raised. Net lease strategy commitments increased to $4.2 billion, with a total of $8 billion year-to-date.

Successful New Product Launches

The company closed a private offering of $850 million for a new interval fund and held a final close for its third digital infrastructure flagship fund at a $7 billion hard cap.

Strategic Partnership with Voya

Blue Owl announced a strategic partnership with Voya to deliver private market strategies in vehicles tailored for defined contribution retirement plans.

Blue Owl Capital (OWL) 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 >

OWL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	0.22 / -	0.2	―	―	―
Jul 31, 2025	2025 (Q2)	0.21 / 0.21	0.19	10.53% (+0.02)
May 01, 2025	2025 (Q1)	0.18 / 0.17	0.17	0.00% (0.00)
Feb 06, 2025	2024 (Q4)	0.21 / 0.21	0.18	16.67% (+0.03)
Oct 31, 2024	2024 (Q3)	0.20 / 0.20	0.16	25.00% (+0.04)
Aug 01, 2024	2024 (Q2)	0.19 / 0.19	0.16	18.75% (+0.03)
May 02, 2024	2024 (Q1)	0.16 / 0.17	0.15	13.33% (+0.02)
Feb 21, 2024	2023 (Q4)	0.18 / 0.18	0.15	20.00% (+0.03)
Nov 02, 2023	2023 (Q3)	0.16 / 0.16	0.14	14.29% (+0.02)
Aug 01, 2023	2023 (Q2)	0.16 / 0.16	0.13	23.08% (+0.03)

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

OWL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$19.29	$19.13	-0.83%
May 01, 2025	$18.12	$17.51	-3.37%
Feb 06, 2025	$24.21	$24.04	-0.70%
Oct 31, 2024	$22.24	$21.52	-3.24%

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 (OWL) report earnings?

Blue Owl Capital (OWL) is schdueled to report earning on Oct 30, 2025, Before Open (Confirmed).

What is Blue Owl Capital (OWL) earnings time?

Blue Owl Capital (OWL) earnings time is at Oct 30, 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 OWL EPS forecast?

OWL EPS forecast for the fiscal quarter 2025 (Q3) is 0.22.

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