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Blue Owl Capital OWL Q1 2026 earnings

Reported April 30, 2026 · Before market open

Revenue$699.9MBeat by $12.7M
EPS$0.19In line
Revenue estimate$687.2M
EPS estimate$0.19

Next report

Jul 30, 2026 (Tomorrow)
Revenue estimate$693.1M
EPS estimate$0.21

Financials

Q1 2026

Income statement

See full
Revenue$753.8M+10.3%
Net income$15.5M+109%
EPS (diluted)$0.02—

Balance sheet

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Cash & equivalents$190.5M+95.1%
Total debt$4.4B+21.0%
Total equity$2.1B-10.1%
Total assets$12.4B+1.0%

Cash flow

See full
Operating cash flow$102.8M+485%
CapEx$13.8M+3.6%
Free cash flow$89.0M+1,996%

Valuation & ratios

Valuation

as of 07/28/26
See full
Market cap$6.54B-47.2%
Enterprise value$10.71B-32.8%
P/E75.2×-89.1×
P/S2.2×-2.5×

Profitability

See full
Net margin3%-0.8pp
FCF margin43.6%+7.2pp

Returns & leverage

See full
Return on equity3.9%-0.7pp
Debt / equity2.1×+0.5×

Segments

By product

See full
Direct lending$337.5M+12.8%
GP minority stakes$150.3M+1.3%
Net lease$65.4M+39.6%
Administrative, transaction and other fees$56.6M+9.7%
Digital infrastructure$34.8M-33.4%

Versus estimates

Revenue

Q1 2026$699.9MBeat by $12.7M
Q4 2025$701.5MMiss by $10.3MQ3 2025$728.0MBeat by $53.3MQ2 2025$703.1MBeat by $104.3MQ1 2025$683.5MBeat by $60.6MQ4 2024$631.4MBeat by $11.2M

Diluted EPS

Q1 2026$0.19In line
Q4 2025$0.24Beat by $0.02Q3 2025$0.22Miss by $0.00Q2 2025$0.21Beat by $0.00Q1 2025$0.17Miss by $0.01Q4 2024$0.21Miss by $0.00

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Questions, answered.

When did Blue Owl Capital report Q1 2026 earnings?
Blue Owl Capital (OWL) reported Q1 2026 earnings on April 30, 2026 before market open.
What were Blue Owl Capital's Q1 2026 revenue and EPS?
Blue Owl Capital reported revenue of $699.9M and eps of $0.19 for Q1 2026.
Did Blue Owl Capital beat estimates in Q1 2026?
Revenue beat the consensus estimate of $687.2M by $12.7M. EPS beat the consensus estimate of $0.19 by $0.00.
How did Blue Owl Capital's Q1 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 2.4% from $683.5M a year earlier and eps grew 11.8% from $0.17.
Where can I find Blue Owl Capital's Q1 2026 SEC filings?
You can read the 8-K earnings release (0001823945-26-000022) and the 10-Q periodic report (0001823945-26-000026) directly on SEC EDGAR. The filing index links above go to sec.gov.