What does deferred incentives paid to customers mean?

The value of incentives or rebates provided to clients that are deferred and recognized over the life of the customer relationship or investment period. This metric reflects the cost of client acquisition and retention strategies within the asset management business model.

Blue Owl Capital OWL Deferred incentives paid to customers

Deferred incentives paid to customers at other companies

SharkNinjaSN

$409.72M+40.6%

Lincoln NationalLNC

$4M+33.3%

Lantheus HoldingsLNTH

$6.6M—

Chipotle Mexican GrillCMG

$207.42M+1.8%

GoDaddyGDDY

$2.49B+6.2%

UnitedHealth GroupUNH

$3.42B+3.7%

Other financials

Income statement

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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

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Operating cash flow$102.8M+485%

CapEx$13.8M+3.6%

Free cash flow$89.0M+1,996%

Valuation

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Market cap$6.44B-50.4%

Enterprise value$10.61B-35.0%

P/E74.1×-67.1×

P/S2.2×-3.1×

Profitability

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Net margin3%-0.8pp

FCF margin43.6%+7.2pp

Returns & leverage

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Return on equity3.9%-0.7pp

Debt / equity2.1×+0.5×

Current ratio11.8×—

Where this comes from

Reported directly by Blue Owl Capital in its filing.

Tagged under the XBRL concept owl:DeferredIncentivesPaidToCustomers.

The official record: Blue Owl Capital’s 10-Q, filed May 1, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Blue Owl Capital's deferred incentives paid to customers?: Blue Owl Capital (OWL) reported deferred incentives paid to customers of $36.95M in Q1 2026.
What does deferred incentives paid to customers mean?: The value of incentives or rebates provided to clients that are deferred and recognized over the life of the customer relationship or investment period. This metric reflects the cost of client acquisition and retention strategies within the asset management business model.