Back to top

Image: Bigstock

Here's What Key Metrics Tell Us About Blue Owl Capital Corporation (OBDC) Q2 Earnings

Read MoreHide Full Article

For the quarter ended June 2026, Blue Owl Capital Corporation (OBDC - Free Report) reported revenue of $401.34 million, down 17.4% over the same period last year. EPS came in at $0.34, compared to $0.40 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $394.14 million, representing a surprise of +1.83%. The company delivered an EPS surprise of +6.25%, with the consensus EPS estimate being $0.32.

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 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: $272.24 million versus $286.44 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -29.2% change.
  • Investment income from non-controlled, non-affiliated investments- Other income: $19.96 million versus the two-analyst average estimate of $3.52 million. The reported number represents a year-over-year change of +278.9%.
  • Investment income from controlled, affiliated investments- Dividend income: $44.68 million versus $36.97 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +31.9% change.
  • Investment income from controlled, affiliated investments- Other Income: $0.36 million compared to the $0.14 million average estimate based on two analysts. The reported number represents a change of +984.9% year over year.
  • Investment income from non-controlled, non-affiliated investments- Dividend income: $17.97 million compared to the $19.56 million average estimate based on two analysts. The reported number represents a change of -13.6% year over year.
  • Investment income from non-controlled, affiliated investments- Payment-in-kind (PIK) interest income: $0.17 million versus the two-analyst average estimate of $0.09 million. The reported number represents a year-over-year change of -80.5%.
  • Investment income from non-controlled, non-affiliated investments- Payment-in-kind (PIK) interest income: $29.15 million compared to the $26.36 million average estimate based on two analysts. The reported number represents a change of -1.5% year over year.
  • Investment income from non-controlled, affiliated investments- Dividend income: $3.58 million versus the two-analyst average estimate of $2.05 million. The reported number represents a year-over-year change of +544.1%.
  • Investment income from non-controlled, affiliated investments- Interest income: $0.31 million versus the two-analyst average estimate of $0.39 million. The reported number represents a year-over-year change of +41.6%.
  • Total investment income from non-controlled, non-affiliated investments: $339.32 million compared to the $335.89 million average estimate based on two analysts. The reported number represents a change of -23% year over year.
  • Total investment income from controlled, affiliated investments: $57.95 million versus the two-analyst average estimate of $49 million. The reported number represents a year-over-year change of +32.5%.
  • Investment income from controlled, affiliated investments- Interest income: $10.64 million versus $7.87 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +8% change.

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

Shares of Blue Owl Capital Corporation have returned +3.4% over the past month versus the Zacks S&P 500 composite's +3.5% 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.

Published in