Blue Owl Capital OWL Business Segments
| FY'25 | FY'24 | FY'23 | FY'22 | ||
|---|---|---|---|---|---|
| Revenue by Product | |||||
| Administrative, transaction and other fees | $300.09M+2.0% | $294.27M+46.6% | $200.75M+37.6% | $145.9M-2.8% | |
| Alternative credit | $90.41M+356% | $19.83M— | —— | $0— | |
| Amortization of deferred incentives paid to customers | -$9.81M— | $0— | $0— | —— | |
| Digital infrastructure | $164.6M— | $0— | $0— | —— | |
| Direct lending | $1.31B+15.4% | $1.13B— | —— | $620.54M— | |
| GP debt financing | $17.52M-22.6% | $22.63M+33.8% | $16.92M+24.3% | $13.61M+33.2% | |
| GP minority stakes | $615.18M+4.4% | $589.25M+11.9% | $526.5M+2.5% | $513.61M+120% | |
| Investment grade credit | $67.61M+142% | $27.89M— | —— | $0— | |
| Liquid credit | $23.14M-16.6% | $27.75M-0.7% | $27.94M+43.7% | $19.44M— | |
| Net lease | $202.11M+19.9% | $168.59M+37.8% | $122.37M+52.6% | $80.18M— | |
| Other | $41.98M+62.6% | $25.81M+1,631% | $1.49M— | $0— | |
| Performance revenues | $26.77M+277% | $7.1M+96.0% | $3.62M-70.4% | $12.22M+107% | |
| Professional sports minority stakes | $4.18M+23.2% | $3.4M+40.9% | $2.41M+49.5% | $1.61M+238% | |
| Real estate credit | $42.29M+121% | $19.16M— | —— | $0— | |
| Strategic Revenue-Share Purchase consideration amortization | -$44.32M-1.8% | -$43.55M-6.6% | -$40.86M-9.3% | -$37.38M-278% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Blue Owl Capital break its business down?
- Blue Owl Capital (OWL) reports revenue by product across 16 parts — Administrative, transaction and other fees, Alternative credit, Amortization of deferred incentives paid to customers, Digital infrastructure and Direct lending. Each is extracted from the segment footnotes and tracked over time.
- Where does Blue Owl Capital's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Blue Owl Capital's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
