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Sixth Street Specialty Lending (TSLX)
NYSE:TSLX
US Market
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Sixth Street Specialty Lending (TSLX) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 12, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.51
Last Year’s EPS
0.61
Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 04, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call highlighted strong financial performance, leadership transition, and strategic investments which showcase the company's ability to navigate a competitive market. However, the company is facing challenges due to competitive pressures and a challenging interest rate environment, with no immediate recovery expected in M&A activity.
Company Guidance
During Sixth Street Specialty Lending, Inc.'s Q3 2025 earnings call, the company provided substantial guidance, highlighting its financial performance and strategic outlook. The company reported a third-quarter adjusted net investment income of $0.53 per share, translating to an annualized return on equity of 12.3%, while adjusted net income was $0.46 per share, indicating a return on equity of 10.8%. The net asset value per share, adjusted for the impact of the supplemental dividend, stood at $17.11. The board approved a base quarterly dividend of $0.46 per share and a supplemental dividend of $0.03 per share. The company emphasized its strong portfolio performance, with a notable weighted average total yield on debt and income-producing securities at amortized cost of 11.7%. Additionally, they maintained a conservative weighted average debt-to-equity ratio of 1.15x. Sixth Street also discussed strategic investment moves, including a significant $2.5 billion loan to Walgreens and a $100 million investment in BB-rated CLO liabilities, highlighting their thematic and opportunistic approach to portfolio management. The company's management changes were also addressed, with Bo Stanley being named Co-CEO, reflecting a continued emphasis on disciplined strategy and an investor-first culture.
Leadership Transition
Bo Stanley has been announced as Co-CEO of Sixth Street Specialty Lending, Inc., succeeding Joshua Easterly who will step down as CEO but continue to serve as Chairman of SLX and Co-President and Co-Chief Investment Officer of the broader Sixth Street platform.
Q3 Financial Performance
Reported third quarter adjusted net investment income of $0.53 per share or an annualized return on equity of 12.3%. Adjusted net income was $0.46 per share or an annualized return on equity of 10.8%.
Dividend Declaration
The Board approved a base quarterly dividend of $0.46 per share and a supplemental dividend of $0.03 per share related to Q3 earnings.
Investment Activity
Provided total commitments of $388 million and total fundings of $352 million across new investments, upsizes, and structured credit investments. The largest investment was in Walgreens, with a $2.5 billion term loan.
Portfolio Stability
Net asset value per share has grown by 1.9% since the interest rate hiking cycle began, representing significant outperformance compared to the average decline of 8.5% for public BDC peers.
Credit Quality
Overall portfolio performance remains strong with a weighted average rating of 1.12 on a scale of 1 to 5. Only 0.6% of the portfolio is on nonaccrual status.

Sixth Street Specialty Lending (TSLX) 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

TSLX Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 12, 2026
2025 (Q4)
0.51 / -
0.61
Nov 04, 2025
2025 (Q3)
0.52 / 0.53
0.57-7.02% (-0.04)
Jul 30, 2025
2025 (Q2)
0.53 / 0.56
0.512.00% (+0.06)
Apr 30, 2025
2025 (Q1)
0.55 / 0.58
0.59-1.69% (-0.01)
Feb 13, 2025
2024 (Q4)
0.57 / 0.61
0.62-1.61% (-0.01)
Nov 05, 2024
2024 (Q3)
0.57 / 0.57
0.570.00% (0.00)
Jul 31, 2024
2024 (Q2)
0.58 / 0.50
0.58-13.79% (-0.08)
May 01, 2024
2024 (Q1)
0.59 / 0.59
0.557.27% (+0.04)
Feb 15, 2024
2023 (Q4)
0.58 / 0.62
0.64-3.13% (-0.02)
Nov 02, 2023
2023 (Q3)
0.57 / 0.57
0.4721.28% (+0.10)
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
Nov 04, 2025
$22.32$21.85-2.11%
Jul 30, 2025
$23.17$23.78+2.63%
Apr 30, 2025
$19.88$19.69-0.96%
Feb 13, 2025
$21.00$21.46+2.19%
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 (TSLX) report earnings?
Sixth Street Specialty Lending (TSLX) is schdueled to report earning on Feb 12, 2026, After Close (Confirmed).
    What is Sixth Street Specialty Lending (TSLX) earnings time?
    Sixth Street Specialty Lending (TSLX) earnings time is at Feb 12, 2026, After Close (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 (Q4) is 0.51.
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