Jun 2026 (Q2 FY26) — Aug 6, 2026
Blue Owl Capital Corporation Q2 FY26 — Strong NII Growth and Enhanced Financial Flexibility
Read the full callBlue Owl Capital (OBDC) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Blue Owl Capital earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | Quarterly, as filed | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. | ||
| Operating margin | Operating profit / revenue | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. | ||
| Net profit | 65.7 | −52.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$9.89 −2.18% · −$0.22
Performance −21.5% 1Y
1Y: $12.6 on 17 Oct 2025 → $9.89. High $13.48 (5 Dec 2025), low $9.89 (19 Oct 2026).
- Previous close
- $10.11
- 52-week range
- $9.89 – $13.48
- One year
- −22.13%
Overview
- Symbol
- OBDC
- Sector
- Financials
- Exchange
- US
- Currency
- USD
Call summaries
Mar 2026 (Q1 FY26) — May 7, 2026
Blue Owl Capital Corporation Q1 FY26 — Dividend Reset Amidst Market Headwinds and Strategic Positioning
Read the full callEvery analysed call
Blue Owl Capital earnings calls (OBDC)
Financials
What the filings say
Net profit, year on year: −52% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Interest | 121 | — | — | — | — | — | — | — |
| Net profit | 135 | 155 | 243 | 138 | 128 | 119 | -24 | 66 |
| EPS ($ per share) | 0.35 | — | 0.49 | 0.27 | 0.25 | — | -0.05 | 0.13 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | — | — | — | 4 | 4 | 4 | 4 | 5 |
| Reserves | — | — | — | -56 | -92 | 93 | 29 | -120 |
| Total liabilities | — | — | — | 7,360 | 7,702 | 7,490 | 7,913 | 9,789 |
| Total assets | — | — | — | 13,298 | 13,585 | 13,511 | 13,866 | 17,186 |
| Line item | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Cash from operations | -1,560 | -1,227 | 217 | 1,136 | 160 | 1,742 |
| Cash from financing | 1,601 | 1,316 | -219 | -921 | -306 | -1,687 |
| Net cash flow | 41 | 89 | -2 | 215 | -146 | 54 |
OBDC operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Fundings | $525MIn the first quarter, OBDC had fundings of $525 million against an almost $1.5 billion of repayments and sales, resulting in an ending net leverage of 1.13x, our lowest level in two years.Source: earnings call transcript | $429MOBDC had fundings of $429 million against $747 million of repayments, resulting in ending net leverage of 1.11x.Source: earnings call transcript | -18.3% |
| Average loan-to-value | 47%Our average LTV across the portfolio sits at 47%, implying that over half of enterprise value would need to be impaired before we incur any losses.Source: earnings call transcript | 47%LTVs also remained stable this quarter at 47%, providing ample cushion below our loans in the capital structure.Source: earnings call transcript | 0 pt |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Insider filings
16 filings between Nov 10, 2025 and Aug 28, 2026.
Open market
decisions to buy or sellPurchases
$1.81M
16 purchases by 6 insiders
Sales
None
No insider sold shares.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Packer Craig | $977.9K | — | Nov 18, 2025 |
| Nicholson Logan | $474.7K | — | Aug 20, 2026 |
| Weiler Melissa | $119.9K | — | Nov 10, 2025 |
| Reddy Neena | $103.1K | — | Nov 26, 2025 |
| Temple Chris | $96.2K | — | Nov 12, 2025 |
| Kaye Eric A. | $34.5K | — | Aug 28, 2026 |
Latest filings (24)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 28, 2026 | Kaye Eric A. Director | Purchase | 1,000 | $11.3K |
| Aug 20, 2026 | Nicholson Logan President | Purchase | 675 | $7.6K |
| Aug 20, 2026 | Nicholson Logan President | Purchase | 2,325 | $26.2K |
| Jun 2, 2026 | Nicholson Logan President | Purchase | 400 | $4.5K |
| Jun 2, 2026 | Nicholson Logan President | Purchase | 2,600 | $29.4K |
| May 11, 2026 | Kaye Eric A. Director | Purchase | 1,000 | $11.2K |
| Feb 27, 2026 | Nicholson Logan President | Purchase | 4,475 | $50.7K |
| Feb 27, 2026 | Nicholson Logan President | Purchase | 5,525 | $62.5K |
| Feb 25, 2026 | Kaye Eric A. Director | Purchase | 328 | $3.9K |
| Feb 25, 2026 | Kaye Eric A. Director | Purchase | 672 | $8.0K |
| Nov 26, 2025 | Reddy Neena Vice President and Secretary | Purchase | 7,890 | $103.1K |
| Nov 18, 2025 | Packer Craig Chief Executive Officer | Purchase | 41,600 | $489.0K |
| Nov 18, 2025 | Nicholson Logan President | Purchase | 25,000 | $293.7K |
| Nov 18, 2025 | Packer Craig Chief Executive Officer | Purchase | 41,600 | $489.0K |
| Nov 12, 2025 | Temple Chris Director | Purchase | 8,000 | $96.2K |
| Nov 10, 2025 | Weiler Melissa Director | Purchase | 10,000 | $119.9K |
| Aug 15, 2025 | Nicholson Logan President | Purchase | 14,703 | $208.6K |
| Aug 15, 2025 | Nicholson Logan President | Purchase | 850 | $12.1K |
| May 27, 2025 | Woolridge Victor Director | Purchase | 6,915 | $99.9K |
| Mar 6, 2025 | Temple Chris Director | Purchase | 15,000 | $222.0K |
| Jan 13, 2025 | Woolridge Victor Director | Award | 6,679 | — |
| Jan 13, 2025 | Nicholson Logan President | Award | 11,979 | — |
| Jan 13, 2025 | Nicholson Logan President | Award | 12,468 | — |
| Jan 13, 2025 | Weiler Melissa Director | Award | 11,734 | — |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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