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Blue Owl Capital OWL Direct lending — Revenue

Other product segments

GP minority stakes
$150.34M+1.3%
Net lease
$65.38M+39.6%
Administrative, transaction and other fees
$56.64M+9.7%
Digital infrastructure
$34.81M-33.4%
Alternative credit
$30.37M+43.4%
Investment grade credit
$17.8M+6.7%
Other
$16.06M+61.7%
Real estate credit
$11.94M+15.0%
Strategic Revenue-Share Purchase consideration amortization
-$11.04M+0.6%
Amortization of deferred incentives paid to customers
-$9.81M—
Fee offsets
-$7.36M—
Performance revenues
$6.07M-3.9%
GP debt financing
$4.8M+101%
Liquid credit
$4.75M-36.5%
Professional sports minority stakes
$1.17M+81.2%

Similar metrics at other companies

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STWDCommercial and Residential Lending Segment — Revenue
$344.58M+5.9%
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RKTDirect to Consumer — Revenues, Net of Interest Expense
$2.23B+181%
Brookfield Asset Management logo
BAMCredit — Revenue
$108M+6.9%
SoFi Technologies, Inc. logo
SOFILending — Corporate/Other total net revenue (loss)
$642.42M+55.4%
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RKTDirect to Consumer — Other income
$95M+86.3%
M&T Bank logo
MTBDirect Financing Lease Lease Receivable
$2.8B+1.7%

Other financials

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

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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

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×
Current ratio11.8×—

Where this comes from

Reported directly by Blue Owl Capital in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

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 direct lending — revenue?
Blue Owl Capital (OWL) reported direct lending — revenue of $337.47M in Q1 2026.
How has Blue Owl Capital's direct lending — revenue changed year-over-year?
Blue Owl Capital's direct lending — revenue increased by 12.8% year-over-year, from $299.09M to $337.47M.
What is the long-term trend for Blue Owl Capital's direct lending — revenue?
Over 2 years (2022 to 2025), Blue Owl Capital's direct lending — revenue has grown at a 45.2% compound annual growth rate (CAGR), from $620.54M to $1.31B.
What does direct lending — revenue mean?
This metric represents the total revenue generated by the firm's direct lending platform, which provides private credit solutions to middle-market companies. It reflects the income earned from management fees, performance-based carry, and interest income associated with deploying capital into private debt instruments. Growth in this segment indicates the firm's ability to scale its credit assets under management and capture market share within the private credit landscape.