We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Here's What Key Metrics Tell Us About Blue Owl Capital (OWL) Q3 Earnings
Read MoreHide Full Article
For the quarter ended September 2026, Blue Owl Capital Inc. (OWL - Free Report) reported revenue of $752.6 million, up 9.6% over the same period last year. EPS came in at $0.24, compared to $0.22 in the year-ago quarter.
The reported revenue represents a surprise of +6.9% over the Zacks Consensus Estimate of $704.04 million. With the consensus EPS estimate being $0.22, the EPS surprise was +9.09%.
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: $329.92 billion versus the four-analyst average estimate of $327.9 billion.
AUM - GP Strategic Capital: $72.21 billion compared to the $72.77 billion average estimate based on three analysts.
AUM - Credit: $162.78 billion versus $160.31 billion estimated by three analysts on average.
AUM - Real Assets: $94.93 billion versus $94.23 billion estimated by three analysts on average.
FRE Revenues- Credit Platform- Management Fees, Net: $395.85 million versus the three-analyst average estimate of $389.47 million. The reported number represents a year-over-year change of -1.4%.
FRE Revenues- GP Strategic Capital Platform- Management Fees, Net: $176.73 million versus $171.27 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +8.3% change.
FRE Revenues- Real Assets Platform- Management Fees, Net: $119.13 million compared to the $119.61 million average estimate based on three analysts. The reported number represents a change of +29.7% year over year.
FRE Revenues- Real Assets Platform: $163.88 million compared to the $124.35 million average estimate based on two analysts. The reported number represents a change of +77.2% year over year.
FRE Revenues- GP Strategic Capital Platform- Administrative, transaction and other fees: $1.75 million versus the two-analyst average estimate of $2.5 million. The reported number represents a year-over-year change of -2.9%.
FRE Revenues- GP Strategic Capital Platform: $176.73 million versus the two-analyst average estimate of $175.45 million. The reported number represents a year-over-year change of +7.1%.
FRE Revenues- Credit Platform: $411.99 million compared to the $406.81 million average estimate based on two analysts. The reported number represents a change of -4.1% year over year.
FRE Revenues- Credit Platform- Administrative, transaction and other fees: $20.75 million versus $20 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -25% change.
Shares of Blue Owl Capital have returned +6.4% over the past month versus the Zacks S&P 500 composite's +0.9% 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.
View the Zacks #1 Rank List
Image: Bigstock
Here's What Key Metrics Tell Us About Blue Owl Capital (OWL) Q3 Earnings
For the quarter ended September 2026, Blue Owl Capital Inc. (OWL - Free Report) reported revenue of $752.6 million, up 9.6% over the same period last year. EPS came in at $0.24, compared to $0.22 in the year-ago quarter.
The reported revenue represents a surprise of +6.9% over the Zacks Consensus Estimate of $704.04 million. With the consensus EPS estimate being $0.22, the EPS surprise was +9.09%.
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:View all Key Company Metrics for Blue Owl Capital here>>>
Shares of Blue Owl Capital have returned +6.4% over the past month versus the Zacks S&P 500 composite's +0.9% 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.