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Compared to Estimates, Blue Owl Capital (OWL) Q4 Earnings: A Look at Key Metrics

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Blue Owl Capital Inc. (OWL - Free Report) reported $701.47 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 17.8%. EPS of $0.24 for the same period compares to $0.21 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $704.46 million, representing a surprise of -0.43%. The company delivered an EPS surprise of +6.9%, with the consensus EPS estimate being $0.23.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Blue Owl Capital performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • AUM - Total: $307.43 billion versus the four-analyst average estimate of $307.89 billion.
  • AUM - GP Strategic Capital: $69.07 billion versus $69.55 billion estimated by three analysts on average.
  • AUM - Credit: $157.76 billion versus the three-analyst average estimate of $159.18 billion.
  • AUM - Real Assets: $80.6 billion versus $78.44 billion estimated by three analysts on average.
  • FRE Revenues- Credit Platform: $422.05 million compared to the $438.55 million average estimate based on two analysts.
  • FRE Revenues- GP Strategic Capital Platform: $163.16 million compared to the $167.82 million average estimate based on two analysts.
  • FRE Revenues- Real Assets Platform: $116.27 million versus the two-analyst average estimate of $96.79 million.

View all Key Company Metrics for Blue Owl Capital here>>>

Shares of Blue Owl Capital have returned -22.6% over the past month versus the Zacks S&P 500 composite's +0.5% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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