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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Blue Owl Capital Corporation
Blue Owl Capital Corporation (OBDC) investor relations material
Blue Owl Capital Corporation Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Nov, 2026
Executive summary
Adjusted NII was $0.33/share, covering the $0.31 base dividend; NAV rose to $14.32/share from $14.26 in Q2.
Q3 net assets from operations increased $180.1M, or $0.37/share; portfolio fair value was $15.1B across 233 companies.
Net leverage was 1.13x, within the 0.90x–1.25x target range.
Financial highlights
Q3 GAAP investment income was $392.1M and NII after taxes was $166.9M; adjusted figures were $387.3M and $162.2M, or $0.33/share.
GAAP NII was $0.34/share; net income was $180.1M, or $0.37/share.
Investment income declined $61.0M YoY and after-tax NII fell from $190.1M; net assets from operations rose from $128.2M YoY.
Declared $0.31/share Q4 base and $0.01/share supplemental dividends; total dividends were $0.32/share.
Outlook and guidance
Wider spreads on new investments and higher base rates are expected to support earnings as floating-rate loans reset; the September rate increase benefit was expected to begin in Q4.
Management viewed the $0.31/share base dividend as supported by earnings coverage, higher-rate benefits and spillover income.
Available capital is positioned for attractive risk-adjusted opportunities; specialty finance and joint ventures are intended to diversify income and offset rate and spread volatility.
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Latest events from Blue Owl Capital Corporation
- NAV per share declined to $14.41, with a 10.3% dividend yield and strong portfolio diversification.OBDC
Investor presentation - NAV per share dipped to $14.26, but income and dividends remained strong with robust liquidity.OBDCInvestor presentation
- Upper middle-market lender with $15B in assets, 9.9% yield, and 8.5% annualized return.OBDCInvestor presentation
- Adjusted NII per share rose to $0.34, with NAV at $14.26 and a 9.3% dividend yield.OBDCQ2 2026
- Directors were elected and the auditor ratified, with no shareholder questions received.OBDCAGM 2026
- Scaled BDC with strong returns, robust liquidity, and high dividend yield in Q1 2026.OBDCInvestor presentation
- Q3 net investment income per share $0.47, 12.4% ROE, NAV/share $15.28, merger pending.OBDCQ3 2024
- Q2 net investment income per share was $0.48, NAV per share $15.36, and a merger was announced.OBDCQ2 2024
- Q1 2025 saw a major merger, $17.7B portfolio, $0.39 NII/share, and a 10% dividend yield.OBDCQ1 2025
Next Blue Owl Capital Corporation earnings date
Q4 202617 Feb, 2027
Blue Owl Capital Corporation
Next Blue Owl Capital Corporation earnings date
Q4 202617 Feb, 2027
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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.