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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%

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$3.92M+28.7%

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$7.81B-38.6%
Enterprise value$11.97B-26.3%
P/E89.8×-79.0×
P/S2.7×-2.2×

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 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, 20262025
Credit Platform
Direct lending$337,468$299,089
Alternative credit30,37021,185
Investment grade credit17,80316,687
Liquid credit4,7527,480
Other16,0629,933
Management Fees406,455354,374
Administrative, transaction and other fees56,63651,610

Item 6. Exhibits

FAQ

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.

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