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OAK-PA logoOaktree Capital Group, LLC 6.625% PFD UT A (OAK-PA) Earnings History

Annual and quarterly earnings data from 2009 to 2024

TTM Net Income
$219M
Profitable
TTM EPS
$1.84
Diluted
YoY EPS Growth
+36.1%
Excellent
Net Margin
36.5%
Profitability
Operating Margin105.4%
Gross Margin87.7%
ROE5.4%
ROA4.2%
Highest Annual Net Income$632M (2021)
Highest Quarterly EPS$2.82 (Q1 2021)
Consecutive Profitable Years13 years
Q3 2025
Net Income$67M
EPS$0.50
QoQ Growth+208.6%Excellent

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OAK-PA EPS Growth (CAGR)

Compound annual growth rate of diluted earnings per share

1-Year
+36.1%
Excellent
3-Year
-26.2%
Declining
5-Year
+9.0%
Solid
10-Year
-1.9%
Slow

CAGR (Compound Annual Growth Rate) shows the annualized growth rate of EPS over the specified period. A higher CAGR indicates stronger earnings momentum.

OAK-PA Profitability Analysis

Margin trends over time

View revenue breakdown →
YearGross MarginOperating MarginNet Margin
202487.7%105.4%36.5%
202373.7%77.5%29.0%
202264.3%25.3%41.4%
202154.9%48.4%42.3%
202056.1%-58.1%51.3%
Gross Margin = Gross Profit ÷ Revenue
Operating Margin = Operating Income ÷ Revenue
Net Margin = Net Income ÷ Revenue

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Oaktree Capital Group, LLC 6.625% PFD UT A (OAK-PA) Earnings Overview

As of May 8, 2026, Oaktree Capital Group, LLC 6.625% PFD UT A (OAK-PA) reported trailing twelve-month net income of $219M, reflecting +36.1% year-over-year growth. The company earned $1.84 per diluted share over the past four quarters, with a net profit margin of 36.5%.

Looking at the long-term picture, OAK-PA's 5-year EPS compound annual growth rate (CAGR) stands at +9.0%, showing solid earnings momentum. The company achieved its highest annual net income of $632M in fiscal 2021.

Oaktree Capital Group, LLC 6.625% PFD UT A maintains industry-leading profitability with a gross margin of 87.7%, operating margin of 105.4%, and net margin of 36.5%. This margin structure demonstrates strong pricing power and operational efficiency. View revenue history →

Compared to peers including ARCC ($1.15B net income, 41.3% margin), OCSL ($50M net income, 11.3% margin), BAM ($2.60B net income, 54.5% margin), OAK-PA has room to improve margins relative to the peer group. Compare OAK-PA vs ARCC →

OAK-PA Earnings vs Peers

Earnings metrics vs comparable public companies

CompanyTTM Net IncomeTTM EPSNet MarginROEYoY GrowthCompare
OAK-PA logoOAK-PACurrent
$219M$1.8436.5%5.4%+36.1%—
ARCC logoARCC
$1.1B$1.6041.3%9.4%-23.8%
OCSL logoOCSL
$50M$0.5611.3%2.3%-45.8%
BAM logoBAM
$2.6B$1.6054.5%80.9%+10.5%
BEN logoBEN
$812M$1.576.0%3.7%+7.1%
IVZ logoIVZ
-$243M$-0.54-4.4%-2.0%-235.6%
Best in group
Lowest in group

OAK-PA Historical Earnings Data (2009–2024)

16 years
Fiscal Year Net Income YoY % Operating Income EPS (Diluted) Net Margin Op. Margin
2024$308M+39.0%$887M$2.4536.5%105.4%
2023$221M+8.6%$590M$1.8029.0%77.5%
2022$204M-67.8%$125M$1.7341.4%25.3%
2021$632M+281.2%$724M$6.1042.3%48.4%
2020$166M+7.0%-$187M$1.4051.3%-58.1%
2019$155M-30.7%-$98M$1.5916.8%-10.6%
2018$223M-3.5%$202M$2.9916.2%14.6%
2017$231M+18.9%$507M$3.6115.8%34.5%
2016$195M+172.9%$240M$3.1116.9%20.8%
2015$71M-43.5%-$3.54B$1.455.1%-252.5%

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OAK-PA — Frequently Asked Questions

Quick answers to the most common questions about buying OAK-PA stock.

Is OAK-PA growing earnings?

OAK-PA EPS is $1.84, with earnings growth accelerating to +36.1%. This exceeds the 5-year CAGR of +9.0%. TTM net income reached $219M.

What are OAK-PA's profit margins?

Oaktree Capital Group, LLC 6.625% PFD UT A net margin is +36.5%, with operating margin at +105.4%. Above-average margins indicate pricing power.

How consistent are OAK-PA's earnings?

OAK-PA earnings data spans 2009-2024. The accelerating earnings trend is +36.1% YoY. Historical data enables comparison across business cycles.

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OAK-PA Earnings Over Time (2013–2024)

Net income and EPS trends