Blue Owl Capital Corporation faces a deteriorating earnings profile, with net interest income plunging 47.7% year-over-year to $149.3M in 2026Q2 and net interest margin compressing to 1.0% from 1.6% in the prior quarter.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 4, 2026 | $0.33+2.3% vs $0.32 | $392M+2.1% vs $384M |
Q3 2026 Aug 5, 2026 | $0.34+6.7% vs $0.32 | $401M+1.8% vs $394M |
Q2 2026 May 6, 2026 | $0.31-11.4% vs $0.35 | $397M-6.0% vs $422M |
Q1 2026 Feb 18, 2026 | $0.36+2.9% vs $0.35 | $448M+0.2% vs $447M |
Your paycheck shrinks before it hits the bank, so replacing it dollar for dollar may mean saving far more than you need. See which target a 62-year-old retiree should actually chase, and why a six-fund income mix decides it.
Blue Owl Capital is rated a 'Strong Buy' due to robust asset quality, strong dividend coverage, and a 24% discount to NAV. OBDC's Q3 results beat estimates, with a ~110% dividend coverage ratio and a stable 0.8% non-accrual rate. The company benefits from 95.5% variable-rate loans, positioning it for higher NII if the Fed continues rate increases in 2027.
Blue Owl Capital Corporation saw its NAV rise to $14.32 per share, halting a multi-quarter decline and reflecting improved portfolio marks, buybacks, and earnings. OBDC trades at a steep 25% discount to NAV, implying the market expects significant portfolio losses, despite a long-term net loss rate of only 0.33% annually. Share repurchases at deep discounts have added seven cents to NAV YTD, with $194.5M remaining for further buybacks, potentially boosting NAV by another 14 cents.
Blue Owl Capital Corporation ( OBDC ) Q3 2026 Earnings Call November 5, 2026 10:00 AM EST Company Participants Michael Mosticchio - Head of Investor Relations Craig Packer - CEO & Director Logan Nicholson - Senior MD & President Jonathan Lamm - CFO & COO Conference Call Participants Christopher Muller - Citizens JMP Securities, LLC, Research Division Dylan Ritter - Compass Point Research & Trading, LLC, Research Division Robert Dodd - CGS International Arren Cyganovich - Truist Securities, Inc., Research Division Paul Johnson - Keefe, Bruyette, & Woods, Inc., Research Division Erik Zwick - Lucid Capital Markets, LLC, Research Division Derek Hewett - BofA Securities, Research Division Mickey Schleien - Clear Street LLC John Hecht - Jefferies LLC, Research Division Christopher Nolan - Ladenburg Thalmann & Co. Inc., Research Division Presentation Operator Good morning, everyone, and welcome to the Blue Owl Capital Corporation's Third Quarter 2026 Earnings Call. As a reminder, this call is being recorded.
Benchmark OBDC against direct peers instead of judging its metrics in isolation.
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 |
|---|---|---|---|---|---|---|---|
| $10.94 | $5.43B | 15.82 | 62.44% | 33.98% | 4.76% | 13.59% | |
| $19.13 | $13.74B | 15.74 | -11.83% | 55% | 6.23% | 9.45% | |
| $11.70 | $3.28B | -6.44 | 6.48% | -107.95% | -9.58% | 23.93% | |
| $12.74 | $3.32B | 22.62 | 44.68% | 31.97% | 3.82% | 10.87% | |
| $10.26 | $845.14M | -11.49 | 148.55% | -62.33% | -6.33% | 14.8% | |
| $4.37 | $177.42M | 8.17 | 55.25% | 58.87% | 6.24% | 23.45% |
Blue Owl Capital Corporation (OBDC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Blue Owl Capital Corporation (OBDC) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
Jul 1, 2026·SEC
Jun 30, 2026·SEC
Get notified when OBDC posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Blue Owl Capital Corporation (OBDC) stock FAQ — growth, dividends, profitability & financials explained
Blue Owl Capital Corporation (OBDC) grew revenue by 35.0% over the trailing twelve months, compared with the twelve months before.
Yes. Blue Owl Capital Corporation (OBDC) earned $340.5M in net income over the trailing twelve months (a 34.0% net margin).
Yes. Blue Owl Capital Corporation (OBDC) pays a dividend that yields 13.59% at the current price, a high yield.
Blue Owl Capital Corporation (OBDC) had a return on equity (ROE) of 4.8% over the trailing twelve months. That is below the market's typical 10-15%.
Blue Owl Capital Corporation (OBDC) has a net interest margin (NIM) of 7.3%. This indicates healthy earnings from lending activities.
Blue Owl Capital Corporation (OBDC) has an efficiency ratio of 3.2%. This is excellent, indicating strong cost control.
