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Blue Owl Capital OWL Deferred Investor Incentives

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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$18.51B+43.9%
Enterprise value$22.67B+38.3%
P/E212.9×+42.3×
P/S6.3×+1.4×

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:DeferredInvestorIncentives.

The source filing: Blue Owl Capital’s 10-Q, filed May 1, 2026.

Filed
May 1, 2026, 4:39 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0001823945-26-000026
(dollars in thousands)Three Months Ended March 31, 2026Three Months Ended March 31, 2026
Beginning balance$$44,953
Deferred incentives paid to customers2,865
Amortization(10,872)
Ending Balance$$36,946

Item 6. Exhibits

FAQ

What is Blue Owl Capital's deferred investor incentives?
Blue Owl Capital (OWL) reported deferred investor incentives of $36.95M in Q1 2026.
What does deferred investor incentives mean?
Represents incentive-based compensation or fee arrangements that have been earned but are deferred for payment to investors or partners. This reflects the firm's liability to distribute performance-based earnings over time rather than immediately. It is a key indicator of the firm's future payout obligations and alignment with long-term investment performance.

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