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Compared to Estimates, Blue Owl Capital (OWL) Q2 Earnings: A Look at Key Metrics

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For the quarter ended June 2026, Blue Owl Capital Inc. (OWL - Free Report) reported revenue of $693.56 million, up 7.4% over the same period last year. EPS came in at $0.22, compared to $0.21 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $685.89 million, representing a surprise of +1.12%. The company has not delivered EPS surprise, with the consensus EPS estimate being $0.22.

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.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

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: $319.01 billion versus the four-analyst average estimate of $322.07 billion.
  • AUM - GP Strategic Capital: $71.52 billion versus $71.97 billion estimated by three analysts on average.
  • AUM - Credit: $158.12 billion versus $159.88 billion estimated by three analysts on average.
  • AUM - Real Assets: $89.37 billion compared to the $89.35 billion average estimate based on three analysts.
  • FRE Revenues- Credit Platform- Management Fees, Net: $391.31 million versus $393.16 million estimated by three analysts on average.
  • FRE Revenues- GP Strategic Capital Platform- Management Fees, Net: $168.43 million compared to the $163.66 million average estimate based on three analysts.
  • FRE Revenues- Real Assets Platform- Management Fees, Net: $112.87 million versus the three-analyst average estimate of $110.71 million.
  • FRE Revenues- GP Strategic Capital Platform- Administrative, transaction and other fees: $4.04 million versus $2.25 million estimated by two analysts on average.
  • FRE Revenues- Real Assets Platform: $116.85 million versus the two-analyst average estimate of $117.59 million.
  • FRE Revenues- GP Strategic Capital Platform: $172.47 million compared to the $165.09 million average estimate based on two analysts.
  • FRE Revenues- Credit Platform: $404.24 million versus the two-analyst average estimate of $406.9 million.
  • FRE Revenues- Real Assets Platform- Administrative, transaction and other fees: $7.69 million compared to the $4 million average estimate based on two analysts.

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

Shares of Blue Owl Capital have returned +10.5% over the past month versus the Zacks S&P 500 composite's -1.5% 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.

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