The earnings call reflects a strong quarter for Blue Owl Capital with record capital raises and successful fundraising across various segments. Despite some market disruptions and a slowdown in M&A activity, the company's overall performance and strategic partnerships indicate robust growth and expansion. The sentiment is predominantly positive due to the significant achievements and growth in key areas.

Company Guidance -

Q3 2025

During Blue Owl Capital's Second Quarter 2025 Earnings Call, the firm reported strong financial performance with fee-related earnings (FRE) of $0.23 per share and distributable earnings (DE) of $0.21 per share, alongside a declared dividend of $0.225 per share. The firm raised $14 billion in new capital during the quarter, marking a record $55 billion over the last 12 months, reflecting a 28% increase in assets under management from a year ago. Blue Owl also achieved significant year-over-year growth in fee-related earnings revenues by 29%, FRE by 23%, and DE by 20%. The company has successfully closed a private offering of $850 million for a new interval fund and a $7 billion hard cap for its third flagship digital infrastructure fund. Additionally, Blue Owl highlighted the acceleration in its net lease business, raising $5.1 billion of equity in net lease during the second quarter and achieving a record $5.8 billion across its real assets platform. The firm continues to expand globally, with capital raised from EMEA and APAC investors increasing to 23% from 14% two years ago, while maintaining strong opportunities in direct lending and alternative credit markets with $10 billion in gross origination for the quarter.

Record Capital Raise

Blue Owl Capital raised $14 billion of new capital during the quarter, leading to a record capital raise of $55 billion over the last 12 months, which is 28% of their assets under management from a year ago.

Strong Financial Performance

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

Successful Fundraising in Alternative Credit

Blue Owl closed a private offering of $850 million for a new interval fund, showcasing the strength of their global private wealth platform.

Growth in Real Assets and Credit

Blue Owl raised $5.1 billion of equity in net lease during the second quarter and a record $5.8 billion across their real assets platform. Similarly, they raised $5.8 billion of equity in credit in the second quarter.

Expansion in Global Investor Base

Capital raised from EMEA and APAC investors increased to 23% from 14% two years ago, reflecting the globalization of Blue Owl's business.

Partnership with Voya for 401(k) Market

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	$19.51	$19.35	-0.82%
May 01, 2025	$18.32	$17.71	-3.33%
Feb 06, 2025	$24.48	$24.31	-0.69%
Oct 31, 2024	$22.49	$21.77	-3.20%

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 Inc (OWL) report earnings?

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

What is Blue Owl Capital Inc (OWL) earnings time?

Blue Owl Capital Inc (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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