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Blue Owl Capital OBDC Q4 2025 Annual earnings

Reported February 18, 2026 · After market close

Revenue$447.8MBeat by $994.7K
EPS$0.36Beat by $0.01
Revenue estimate$446.8M
EPS estimate$0.35

Next report

Aug 5, 2026 (In 1 week)
Revenue estimate$394.2M
EPS estimate$0.32

Financials

Q4 2025

Income statement

See full
Net income$119.1M-23.1%
EPS (diluted)$0.23-42.5%

Balance sheet

See full
Cash & equivalents$568.5M+10.6%
Total debt$10.8B+44.8%
Total equity$7.4B+24.3%
Total assets$17.2B+23.9%

Cash flow

See full
Operating cash flow$822.9M+84.5%

Valuation & ratios

Valuation

as of 12/31/25
See full
Market cap$6.35B+7.7%
Enterprise value$16.58B+29.1%
P/E10.1×+0.2×

Returns & leverage

See full
Return on equity9.4%-0.5pp
Debt / equity1.5×+0.2×

Versus estimates

Revenue

Q1 2026$396.8MMiss by $25.2M
Q4 2025$447.8MBeat by $994.7K
Q3 2025$291.8MMiss by $162.6MQ2 2025$506.7MBeat by $26.6MQ1 2025$404.4MMiss by $65.2MQ4 2024$276.4MMiss by $118.8M

Diluted EPS

Q1 2026$0.31Miss by $0.04
Q4 2025$0.36Beat by $0.01
Q3 2025$0.36Miss by $0.03Q2 2025$0.40Beat by $0.01Q1 2025$0.39Miss by $0.04Q4 2024$0.47Beat by $0.01

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Questions, answered.

When did Blue Owl Capital report Q4 2025 earnings?
Blue Owl Capital (OBDC) reported Q4 2025 earnings on February 18, 2026 after market close.
What were Blue Owl Capital's Q4 2025 revenue and EPS?
Blue Owl Capital reported revenue of $447.8M and eps of $0.36 for Q4 2025.
Did Blue Owl Capital beat estimates in Q4 2025?
Revenue beat the consensus estimate of $446.8M by $994.7K. EPS beat the consensus estimate of $0.35 by $0.01.
How did Blue Owl Capital's Q4 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 62.0% from $276.4M a year earlier and eps declined 23.4% from $0.47.
Where can I find Blue Owl Capital's Q4 2025 SEC filings?
You can read the 8-K earnings release (0001655888-26-000009) and the 10-K periodic report (0001655888-26-000010) directly on SEC EDGAR. The filing index links above go to sec.gov.