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Blue Owl Capital (OWL) Reports Q1 Earnings: What Key Metrics Have to Say

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For the quarter ended March 2026, Blue Owl Capital Inc. (OWL - Free Report) reported revenue of $699.88 million, up 12.9% over the same period last year. EPS came in at $0.19, compared to $0.17 in the year-ago quarter.

The reported revenue represents a surprise of +0.19% over the Zacks Consensus Estimate of $698.56 million. With the consensus EPS estimate being $0.19, the EPS surprise was +0.74%.

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: $314.93 billion versus the four-analyst average estimate of $318.28 billion.
  • AUM - GP Strategic Capital: $70.61 billion versus the three-analyst average estimate of $70.82 billion.
  • AUM - Credit: $159.24 billion versus $162.15 billion estimated by three analysts on average.
  • AUM - Real Assets: $85.08 billion compared to the $85.44 billion average estimate based on three analysts.
  • FRE Revenues- Credit Platform- Management Fees, Net: $406.46 million versus $407.26 million estimated by three analysts on average.
  • FRE Revenues- GP Strategic Capital Platform- Management Fees, Net: $156.3 million versus $164.15 million estimated by three analysts on average.
  • FRE Revenues- Real Assets Platform- Management Fees, Net: $112.13 million versus the three-analyst average estimate of $105.22 million.
  • FRE Revenues- GP Strategic Capital Platform- Administrative, transaction and other fees: $2.56 million versus the two-analyst average estimate of $2.13 million.
  • FRE Revenues- Real Assets Platform: $120.05 million versus the two-analyst average estimate of $105.68 million.
  • FRE Revenues- GP Strategic Capital Platform: $158.87 million compared to the $169.45 million average estimate based on two analysts.
  • FRE Revenues- Credit Platform: $420.96 million compared to the $430.61 million average estimate based on two analysts.
  • FRE Revenues- Real Assets Platform- Administrative, transaction and other fees: $7.49 million compared to the $0.85 million average estimate based on two analysts.

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

Shares of Blue Owl Capital have returned +2% over the past month versus the Zacks S&P 500 composite's +12.2% change. The stock currently has a Zacks Rank #5 (Strong Sell), indicating that it could underperform the broader market in the near term.

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