Jun 2026 (Q2 FY26) — Aug 6, 2026
Blue Owl Technology Finance Corp. Q2 FY26 — Stable NAV, Earnings Growth, and Strong Credit Quality
Read the full callBlue Owl Technology Finance earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
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 | 154 | −23.5% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $14.37 on 17 Oct 2025 → $9.01. High $14.71 (28 Oct 2025), low $9.01 (19 Oct 2026).
Overview
Call summaries
Blue Owl Technology Finance Corp. Q2 FY26 — Stable NAV, Earnings Growth, and Strong Credit Quality
Read the full callBlue Owl Technology Finance Corp. Q1 FY26 — Strong Credit Performance Amidst Software Volatility
Read the full callEvery analysed call
Financials
Net profit, year on year: −23% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Interest | 48 | 47 | 52 | 87 | 85 | 97 | 104 | 109 |
| Net profit | 120 | 101 | 78 | 201 | 235 | 206 | -220 | 154 |
| EPS ($ per share) | 0.57 | — | 0.33 | 0.43 | 0.50 | — | -0.47 | 0.33 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | — | — | — | — | 2 | 2 | 2 | 5 |
| Reserves | — | — | — | — | 169 | 247 | 271 | 463 |
| Total liabilities | — | — | — | — | 3,276 | 3,122 | 3,097 | 6,673 |
| Total assets | — | — | — | — | 6,663 | 6,652 | 6,723 | 14,715 |
| Line item | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Cash from operations | -2,619 | -295 | 708 | 64 | -916 |
| Cash from financing | 2,644 | 392 | -443 | -276 | 942 |
| Net cash flow | 25 | 96 | 266 | -212 | 26 |
| KPI | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Portfolio company revolver utilization rate | <10%Amendments remained similarly light with no pickup in material amendment activity and portfolio company revolver utilization remained consistent with historical levels at just under 10%.Source: earnings call transcript | ~10%Amendment activity remains light and portfolio company revolver utilization remained consistent with historical levels at approximately 10%.Source: earnings call transcript | — |
| Employees Technology investment | 40Our 40-person dedicated technology investment team maintains a constant dialogue with portfolio companies, sponsors and industry experts as they adapt to the changing landscape and deploy additional resources.Source: earnings call transcript | 40Our 40-person dedicated technology investing team maintains ongoing dialogue with management teams, sponsors and industry experts, giving us differentiated real-time insight into how businesses are adapting to AI.Source: earnings call transcript | 0% |
| New investment commitments | $1.7BOn the originations side, we entered the quarter with a strong pipeline, which converted into $1.7 billion of new commitments and funded $1.3 billion.Source: earnings call transcript | ~$850MIn the second quarter, we made approximately $850 million of new commitments and funded $550 million.Source: earnings call transcript | — |
| Funded investment commitments | $1.3BOn the originations side, we entered the quarter with a strong pipeline, which converted into $1.7 billion of new commitments and funded $1.3 billion.Source: earnings call transcript | $550MIn the second quarter, we made approximately $850 million of new commitments and funded $550 million.Source: earnings call transcript | -57.7% |
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.
8 filings between Nov 20, 2025 and Aug 28, 2026.
Purchases
$440.8K
8 purchases by 4 insiders
Sales
None
No insider sold shares.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Bissonnette Erik | $165.8K | — | Nov 20, 2025 |
| Temple Chris | $132.4K | — | May 22, 2026 |
| Weiler Melissa | $109.0K | — | May 13, 2026 |
| Kaye Eric A. | $33.6K | — | Aug 28, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 28, 2026 | Kaye Eric A. Director | Purchase | 1,000 | $11.4K |
| May 22, 2026 | Temple Chris Director | Purchase | 7,000 | $75.0K |
| May 13, 2026 | Weiler Melissa Director | Purchase | 10,000 | $109.0K |
| May 11, 2026 | Kaye Eric A. Director | Purchase | 1,000 | $10.7K |
| Feb 25, 2026 | Kaye Eric A. Director | Purchase | 699 | $8.0K |
| Feb 25, 2026 | Kaye Eric A. Director | Purchase | 301 | $3.4K |
| Feb 25, 2026 | Temple Chris Director | Purchase | 5,000 | $57.5K |
| Nov 20, 2025 | Bissonnette Erik President | Purchase | 12,500 | $165.8K |
| Sep 5, 2025 | Bissonnette Erik President | Purchase | 5,000 | $73.5K |
| Sep 5, 2025 | Bissonnette Erik President | Purchase | 5,000 | $73.5K |
| Mar 24, 2025 | Woolridge Victor Director | Award | 10,049 | — |
| Mar 24, 2025 | Bissonnette Erik President | Award | 87,503 | — |
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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