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Compared to Estimates, Blue Owl Capital Corporation (OBDC) Q3 Earnings: A Look at Key Metrics

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Blue Owl Capital Corporation (OBDC - Free Report) reported $392.06 million in revenue for the quarter ended September 2026, representing a year-over-year decline of 13.5%. EPS of $0.33 for the same period compares to $0.36 a year ago.

The reported revenue represents a surprise of +3.92% over the Zacks Consensus Estimate of $377.29 million. With the consensus EPS estimate being $0.32, the EPS surprise was +3.13%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

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: $276.04 million versus $270.82 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -20.9% change.
  • Investment income from non-controlled, non-affiliated investments- Other income: $4.56 million compared to the $4.25 million average estimate based on two analysts. The reported number represents a change of +13.9% year over year.
  • Investment income from controlled, affiliated investments- Dividend income: $48.76 million compared to the $36.27 million average estimate based on two analysts. The reported number represents a change of +28.6% year over year.
  • Investment income from non-controlled, non-affiliated investments- Dividend income: $20.34 million compared to the $17.8 million average estimate based on two analysts. The reported number represents a change of -8.5% year over year.
  • Investment income from controlled, affiliated investments- Interest income: $11.18 million versus the two-analyst average estimate of $10.59 million. The reported number represents a year-over-year change of +7.1%.
  • Total investment income from non-controlled, affiliated investments: $2.3 million compared to the $4.05 million average estimate based on two analysts. The reported number represents a change of +74.5% year over year.
  • Investment income from non-controlled, affiliated investments- Dividend income: $2.29 million compared to the $3.56 million average estimate based on two analysts. The reported number represents a change of +14231.3% year over year.
  • Investment income from controlled, affiliated investments- Payment-in-kind interest income: $2.34 million versus the two-analyst average estimate of $2.25 million.
  • Total investment income from non-controlled, non-affiliated investments: $327.27 million versus $321.74 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -18.9% change.
  • Total investment income from controlled, affiliated investments: $62.48 million compared to the $49.19 million average estimate based on two analysts. The reported number represents a change of +29.1% year over year.
  • Investment income from non-controlled, non-affiliated investments- Payment-in-kind (PIK) interest income: $26.33 million versus $28.87 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -6.2% change.

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

Shares of Blue Owl Capital Corporation have returned +4.7% over the past month versus the Zacks S&P 500 composite's -2% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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