Jun 2026 (Q2 FY26) — Aug 5, 2026
Sixth Street Specialty Lending Q2 FY26 — Strong Portfolio Performance and Increased Activity-Based Fees
Read the full callSixth Street Specialty Lending earnings: last reported Wed, 5 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 | 40.5 | −31.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $21.89 on 14 Oct 2025 → $17.58. High $22.89 (27 Oct 2025), low $16.2 (25 Jun 2026).
Overview
Call summaries
Sixth Street Specialty Lending Q2 FY26 — Strong Portfolio Performance and Increased Activity-Based Fees
Read the full callEvery analysed call
Financials
Net profit, year on year: −31% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Other income | 119 | 124 | — | — | — | — | — | — |
| Profit before tax | 56 | 59 | — | — | — | — | — | — |
| Tax rate | 1.3% | 2.0% | — | — | — | — | — | — |
| Net profit | 41 | 51 | 37 | 59 | 45 | 30 | -26 | 41 |
| EPS ($ per share) | 0.44 | — | 0.39 | 0.63 | 0.47 | — | -0.27 | 0.43 |
| Line item | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Equity capital | — | 1 | 1 | 1 | 1 | 1 |
| Reserves | — | 90 | 56 | 101 | 98 | 82 |
| Total liabilities | — | 1,276 | 1,495 | 1,847 | 1,975 | 1,814 |
| Total assets | — | 2,552 | 2,837 | 3,344 | 3,582 | 3,422 |
| Line item | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Cash from operations | 145 | 2 | -225 | -237 | -45 | 402 |
| Cash from financing | -146 | 0 | 234 | 236 | 48 | -409 |
| Net cash flow | -1 | 3 | 10 | -0 | 2 | -8 |
12 filings between Nov 18, 2025 and May 28, 2026.
Purchases
$11.18M
11 purchases by 8 insiders
Sales
None
No insider sold shares.
Also filed: 1 other.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Waxman Alan | $10.00M | — | Mar 10, 2026 |
| Stiepleman David | $356.5K | — | Mar 2, 2026 |
| Pluss Steven | $265.8K | — | Feb 27, 2026 |
| Stanley Robert J. | $208.5K | — | Nov 18, 2025 |
| Bruck Ross Anthony | $142.1K | — | May 11, 2026 |
| Covington P Emery | $137.6K | — | Mar 6, 2026 |
| Peck Joshua | $50.0K | — | Mar 2, 2026 |
| Graf Michael | $18.3K | — | Feb 26, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| May 28, 2026 | Stanley Robert J. CEO | Other | 20,000 | — |
| May 11, 2026 | Bruck Ross Anthony Vice President | Purchase | 8,000 | $142.1K |
| Mar 10, 2026 | Waxman Alan Vice President | Purchase | 45,000 | $831.1K |
| Mar 9, 2026 | Waxman Alan Vice President | Purchase | 200,000 | $3.64M |
| Mar 6, 2026 | Covington P Emery Director | Purchase | 7,500 | $137.6K |
| Mar 6, 2026 | Waxman Alan Vice President | Purchase | 200,000 | $3.68M |
| Mar 5, 2026 | Waxman Alan Vice President | Purchase | 100,000 | $1.85M |
| Mar 2, 2026 | Stiepleman David Vice President | Purchase | 20,200 | $356.5K |
| Mar 2, 2026 | Peck Joshua Vice President | Purchase | 2,840 | $50.0K |
| Feb 27, 2026 | Pluss Steven Vice President | Purchase | 15,000 | $265.8K |
| Feb 26, 2026 | Graf Michael See Remarks | Purchase | 1,000 | $18.3K |
| Nov 18, 2025 | Stanley Robert J. Co-CEO | Purchase | 10,000 | $208.5K |
| Nov 20, 2024 | Graf Michael See Remarks | Purchase | 1,000 | $20.5K |
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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