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Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
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Blue Owl Capital Corporation (OBCD) investor relations material
Blue Owl Capital Corporation Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
Achieved 10.6% ROE for Q2 2025, marking the twelfth consecutive quarter of double-digit ROE, with adjusted NII per share of $0.40, reflecting strong portfolio performance post-merger with OPDE/Blue Owl Capital Corporation III.
Net asset value per share declined to $15.03 from $15.14 in the prior quarter, mainly due to write-downs on select investments.
Portfolio consisted of 233 companies across 30 industries, with $16.9 billion in investments at fair value and stable risk ratings.
Q2 dividends totaled $0.39 per share, including a $0.02 supplemental dividend, yielding 10.4% annualized.
Portfolio remains resilient, with modest write-downs limited to a few watch list companies impacted by tariffs; no broad signs of stress observed.
Financial highlights
Total portfolio investments nearly $17B, net assets close to $8B, and outstanding debt about $9B at quarter end.
Adjusted net investment income was $0.40 per share, up $0.01 sequentially, driven by elevated one-time repayment income.
GAAP net investment income per share was $0.42, and GAAP net income per share was $0.27 for Q2 2025.
Net realized and unrealized losses per share were ($0.15) GAAP and ($0.13) adjusted.
Board declared a $0.02 supplemental dividend and a $0.37 base dividend for Q3; dividend coverage at 109%.
Outlook and guidance
Confident in maintaining current dividend level through the rest of the year, even with potential modest rate cuts.
Management expects continued attractive risk-adjusted returns and stable portfolio company performance.
Cautiously optimistic about a rebound in deal activity in H2 2025, with increased sponsor engagement and potential for new transactions.
Sourcing capabilities and platform scale expected to continue driving attractive deal flow.
How much ROE upside from financing synergies?
Quantify originations from new credit strategies.
Where will leverage head if deal activity picks up?
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Next Blue Owl Capital Corporation earnings date
Q3 20256 Nov, 2025
Next Blue Owl Capital Corporation earnings date
Q3 20256 Nov, 2025
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Frequently asked questions
Owl Rock Capital Corporation is a business development company. The Firm seeks to invest in companies operating in the United States middle market. It invests in senior secured debt, mezzanine debt and equity securities. The firm will make investments between $50 million and $250 million per transaction. It prefers to invest in healthcare technology & services, tech-enabled business services, sports & wellness, communications & media, software and industrial growth sectors. The firm invests in companies with revenues between $50 million and $1 billion and EBITDA between $10 million and $100 million.
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