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Sixth Street Specialty Lending, Inc. (TSLX)
:TSLX
RESEARCH TOOLSreports
Earnings Data
Report Date
Aug 05, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.53Last Year’s EPS
0.5Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Apr 30, 2025
|% Change Since: 12.60%
|Next Earnings Date:Aug 05, 2025
Earnings Call Sentiment|Positive
The earnings call presented a strong financial performance for the quarter with high returns on equity and disciplined capital management, although tempered by minor declines in portfolio yield and ongoing market volatility. The outlook for M&A activity remains cautious, but the firm is well-positioned to capitalize on opportunities in a volatile environment.Company Guidance
During the Sixth Street Specialty Lending, Inc. First Quarter 2025 Earnings Conference Call, the company provided key financial metrics and guidance. For the first quarter, they reported adjusted net investment income of $0.58 per share, translating to an annualized return on equity of 13.5%, and adjusted net income of $0.36 per share with an annualized return on equity of 8.3%. The CEO, Joshua Easterly, highlighted the company's confidence in its asset quality and forward earnings profile, estimating quarterly earnings power at approximately $0.50 per share, with a return on equity target for the full year of 11.5% to 12.5%. The company declared a base quarterly dividend of $0.46 per share and a supplemental dividend of $0.06 per share, with a net asset value per share adjusted for the supplemental dividend at $16.98. They also reported a spillover income per share of approximately $1.31. The call emphasized the company's disciplined capital allocation, noting a weighted average yield at amortized cost of 12.3% and a significant portion of the portfolio in first lien positions. Looking ahead, Sixth Street anticipates potential upside from increased repayment activity and is positioned to capitalize on attractive investment opportunities amid market volatility.Strong Financial Performance
Reported first quarter adjusted net investment income of $0.58 per share, translating to an annualized return on equity of 13.5%. Adjusted net income was $0.36 per share with an annualized return on equity of 8.3%.
Disciplined Capital Allocation
Continued disciplined approach with first quarter investment yields higher than sector average, with a weighted average yield at amortized cost of 12.3%.
High Portfolio Quality
Non-accruals represent only 1.2% of the portfolio at fair value, with no new investments added to non-accrual status in Q1.
Supplemental Dividend Declared
Declared a supplemental dividend of $0.06 per share relating to Q1 earnings, demonstrating strong financial health and shareholder returns.
TSLX 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
TSLX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2025 | $20.71 | $20.51 | -0.97% |
Feb 13, 2025 | $21.88 | $22.35 | +2.15% |
Nov 05, 2024 | $19.19 | $19.25 | +0.31% |
Jul 31, 2024 | $19.35 | $19.32 | -0.16% |
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 Sixth Street Specialty Lending, Inc. (TSLX) report earnings?
Sixth Street Specialty Lending, Inc. (TSLX) is schdueled to report earning on Aug 05, 2025, TBA Not Confirmed.
What is Sixth Street Specialty Lending, Inc. (TSLX) earnings time?
Sixth Street Specialty Lending, Inc. (TSLX) earnings time is at Aug 05, 2025, TBA Not 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 TSLX EPS forecast?
TSLX EPS forecast for the fiscal quarter 2025 (Q2) is 0.53.