Blue Owl Capital Corporation(OBDC)Earnings, Financials & Key RatiosBlue Owl Capital Corporation (OBDC) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
the firm's inability to maintain positive free cash flow, which reached -9.3% in 2026Q1, suggests that the current dividend payout is unsustainable without further balance sheet strain.
Blue Owl Capital Corporation (OBDC) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Blue Owl Capital Corporation (OBDC) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 6, 2026 | $0.31vs $0.35-11.4% | $397Mvs $422M-6.0% |
| Q1 2026 | Feb 18, 2026 | $0.36vs $0.35+2.9% | $448Mvs $447M+0.2% |
| Q4 2025 | Nov 5, 2025 | $0.36vs $0.39-7.7% | $292Mvs $454M-35.8% |
| Q3 2025 | Aug 6, 2025 | $0.40vs $0.39+2.6% | $507Mvs $480M+5.5% |
Recent stock market news and headlines for Blue Owl Capital Corporation (OBDC)
Externally managed BDCs have to meet a high bar to qualify for a durable income portfolio. Their fees and sub-optimal incentives provide a structural headwind for long-term compounding. In my portfolio, I hold 2 externally managed BDCs that have passed the test.
Business Development Companies (BDCs), such as BIZD, offer high yields but carry elevated risk due to their lending to less stable small and medium businesses. Rising economic uncertainty and recent inflation spikes have increased the risk profile for BDCs, making their borrowers more vulnerable. Many BDCs have underperformed recently, resulting in even higher dividend yields and steep discounts, but these may not offset the underlying risks.
NEW YORK, July 1, 2026 /PRNewswire/ -- Blue Owl Capital Corporation (NYSE: OBDC) ("OBDC") today announced it will release its financial results for the second quarter ended June 30, 2026 on Wednesday, August 5, 2026 after market close. OBDC invites all interested persons to its webcast / conference call on Thursday, August 6, 2026 at 10:00 a.m.
OBDC's vast private-credit portfolio, new asset sales and share buybacks support growth, but lower rates and elevated leverage remain key challenges.
Key metrics vs top competitors for Blue Owl Capital Corporation (OBDC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $10.83 | $5.38B | 8.73 | 52.55% | 37.37% | 9.4% | 13.73% | |
| $18.47 | $13.26B | 9.93 | 32.87% | 43.69% | 8.11% | — | |
| $10.45 | $2.93B | 265.90 | 5.5% | -91.82% | -9.39% | — | |
| $12.75 | $3.32B | 8.98 | 42.5% | 26.91% | 5.24% | — | |
| $9.98 | $920.27M | 14.68 | 21.25% | 18.08% | 2.51% | — | |
| $4.75 | $192.85M | 3.89 | 36.55% | -19.55% | -3.39% | — |
Blue Owl Capital Corporation (OBDC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Blue Owl Capital Corporation (OBDC) SEC filings — annual & quarterly reports (10-K, 10-Q)
May 6, 2026·SEC
Apr 16, 2026·SEC
Apr 1, 2026·SEC
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Blue Owl Capital Corporation (OBDC) stock FAQ — growth, dividends, profitability & financials explained
Blue Owl Capital Corporation (OBDC) reported $1.31B in revenue for fiscal year 2025.
Blue Owl Capital Corporation (OBDC) grew revenue by 52.6% over the past year. This is strong growth.
Yes, Blue Owl Capital Corporation (OBDC) is profitable, generating $360.4M in net income for fiscal year 2025 (37.4% net margin).
Yes, Blue Owl Capital Corporation (OBDC) pays a dividend with a yield of 13.73%. This makes it attractive for income-focused investors.
Blue Owl Capital Corporation (OBDC) has a return on equity (ROE) of 9.4%. This is below average, suggesting room for improvement.
Blue Owl Capital Corporation (OBDC) generated $1.08B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
