Blue Owl Capital Corporation (OBDC) reported $453.07 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 11.6%. EPS of $0.36 for the same period compares to $0.47 a year ago.
The reported revenue represents a surprise of -1.84% over the Zacks Consensus Estimate of $461.57 million. With the consensus EPS estimate being $0.39, the EPS surprise was -7.69%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Blue Owl Capital Corporation performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Investment income from non-controlled, non-affiliated investments- Interest income: $349.05 million compared to the $356.5 million average estimate based on two analysts. The reported number represents a change of +16.5% year over year.
- Investment income from non-controlled, non-affiliated investments- Other income: $4 million compared to the $6.36 million average estimate based on two analysts. The reported number represents a change of -24.8% year over year.
- Investment income from controlled, affiliated investments- Dividend income: $37.92 million versus the two-analyst average estimate of $33.13 million. The reported number represents a year-over-year change of +28%.
- Investment income from controlled, affiliated investments- Other Income: $0.03 million versus $0.07 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -81.7% change.
- Investment income from non-controlled, non-affiliated investments- Dividend income: $22.22 million versus $20.83 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +29.9% change.
- Investment income from non-controlled, affiliated investments- Payment-in-kind (PIK) interest income: $0.84 million versus the two-analyst average estimate of $0.86 million.
- Investment income from non-controlled, non-affiliated investments- Payment-in-kind (PIK) interest income: $28.07 million compared to the $29.15 million average estimate based on two analysts. The reported number represents a change of -38.4% year over year.
- Investment income from non-controlled, affiliated investments- Dividend income: $0.02 million compared to the $0.55 million average estimate based on two analysts.
- Investment income from non-controlled, affiliated investments- Interest income: $0.43 million versus the two-analyst average estimate of $0.22 million.
- Total investment income from non-controlled, non-affiliated investments: $403.35 million compared to the $412.83 million average estimate based on two analysts. The reported number represents a change of +9.7% year over year.
- Total investment income from controlled, affiliated investments: $48.4 million versus the two-analyst average estimate of $42.95 million. The reported number represents a year-over-year change of +28.2%.
- Investment income from controlled, affiliated investments- Interest income: $10.44 million versus the two-analyst average estimate of $9.74 million. The reported number represents a year-over-year change of +37.6%.
View all Key Company Metrics for Blue Owl Capital Corporation here>>>
Shares of Blue Owl Capital Corporation have returned +3% over the past month versus the Zacks S&P 500 composite's +1% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Blue Owl Capital Corporation (OBDC): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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