Blue Owl Capital Corporation (OBDC Quick QuoteOBDC - Free Report) reported $396.77 million in revenue for the quarter ended March 2026, representing a year-over-year decline of 14.6%. EPS of $0.31 for the same period compares to $0.39 a year ago.

The reported revenue represents a surprise of -6.22% over the Zacks Consensus Estimate of $423.09 million. With the consensus EPS estimate being $0.35, the EPS surprise was -10.79%.

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 Corporation performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Investment income from non-controlled, non-affiliated investments- Interest income: $291.92 million versus $317.51 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -18.1% change.
• Investment income from non-controlled, non-affiliated investments- Other income: $3.16 million versus $4.86 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -43.5% change.
• Investment income from controlled, affiliated investments- Dividend income: $38.19 million versus the two-analyst average estimate of $38.8 million. The reported number represents a year-over-year change of +9.1%.
• Investment income from controlled, affiliated investments- Other Income: $0.2 million compared to the $0.04 million average estimate based on two analysts. The reported number represents a change of +782.6% year over year.
• Investment income from non-controlled, non-affiliated investments- Dividend income: $20.21 million versus the two-analyst average estimate of $18.88 million. The reported number represents a year-over-year change of -6.1%.
• Investment income from non-controlled, affiliated investments- Payment-in-kind (PIK) interest income: $0.09 million compared to the $0.09 million average estimate based on two analysts. The reported number represents a change of -91.5% year over year.
• Investment income from non-controlled, non-affiliated investments- Payment-in-kind (PIK) interest income: $27.23 million compared to the $30.95 million average estimate based on two analysts. The reported number represents a change of -23.1% year over year.
• Investment income from non-controlled, affiliated investments- Interest income: $0.39 million compared to the $0.42 million average estimate based on two analysts. The reported number represents a change of -36.3% year over year.
• Total investment income from non-controlled, non-affiliated investments: $342.53 million compared to the $372.2 million average estimate based on two analysts. The reported number represents a change of -18.3% year over year.
• Total investment income from controlled, affiliated investments: $50.55 million compared to the $49.72 million average estimate based on two analysts. The reported number represents a change of +14.9% year over year.
• Investment income from controlled, affiliated investments- Interest income: $8 million versus the two-analyst average estimate of $10.89 million. The reported number represents a year-over-year change of -10.7%.

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

Shares of Blue Owl Capital Corporation have returned +9.3% over the past month versus the Zacks S&P 500 composite's +10.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.