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Blue Owl Capital OWL Q4 2025 Annual earnings

Reported February 5, 2026 · Before market open

Revenue$701.5MMiss by $10.3M
EPS$0.24Beat by $0.02
Revenue estimate$711.8M
EPS estimate$0.22

Next report

Oct 29, 2026 (in a month)
Revenue estimate$698.7M
EPS estimate$0.23

Financials

Q4 2025

Income statement

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Revenue$755.6M+19.7%
Net income$47.7M+130%
EPS (diluted)$0.07+40.0%

Balance sheet

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Cash & equivalents$194.5M+27.9%
Total debt$3.9B+29.7%
Total equity$2.2B+3.6%
Total assets$12.5B+13.4%

Cash flow

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Operating cash flow$382.9M+18.2%
CapEx$23.7M+70.5%
Free cash flow$359.1M+15.8%

Valuation & ratios

Valuation

as of 12/31/25
See full
Market cap$9.93B-24.9%
Enterprise value$13.6B-15.3%
P/E126×+5.3×
P/S3.5×-2.3×

Profitability

See full
Net margin2.7%-2.0pp
FCF margin41.7%+1.0pp

Returns & leverage

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Return on equity3.6%-2.4pp
Debt / equity1.8×+0.4×

Segments

By product

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Direct lending$346.3M+14.3%
GP minority stakes$155.0M-1.5%
Administrative, transaction and other fees$87.6M+25.7%
Net lease$56.8M+25.8%
Digital infrastructure$33.7M—

FAQ

When did Blue Owl Capital report Q4 2025 earnings?
Blue Owl Capital (OWL) reported Q4 2025 earnings on February 5, 2026 before market open.
What were Blue Owl Capital's Q4 2025 revenue and EPS?
Blue Owl Capital reported revenue of $701.5M and eps of $0.24 for Q4 2025.
Did Blue Owl Capital beat estimates in Q4 2025?
Revenue missed the consensus estimate of $711.8M by $10.3M. EPS beat the consensus estimate of $0.22 by $0.02.
How did Blue Owl Capital's Q4 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 11.1% from $631.4M a year earlier and eps grew 14.3% from $0.21.
Where can I find Blue Owl Capital's Q4 2025 SEC filings?
You can read the 8-K earnings release (0001823945-26-000004) and the 10-K periodic report (0001823945-26-000009) directly on SEC EDGAR. The filing index links above go to sec.gov.