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Sixth Street Specialty Lending
Sixth Street Specialty Lending (TSLX) investor relations material
Sixth Street Specialty Lending Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary2 Mar, 2026
Overview and organization
Focuses on specialty lending, providing financing solutions with a $2.1B market cap and $3.4B in total assets as of 12/31/2025.
Operates as part of a $125B+ platform with 300+ investment professionals and 78 direct lending specialists.
Senior leadership team averages over 250 years of collective experience; recent leadership transition announced.
Portfolio is 89% first lien, 96% floating rate, and 79% of debt investments have call protection.
99% of investments are directly originated, with 64% to sponsor businesses and 36% to non-sponsor channels.
Track record
Originated $53.3B in investments with a realized average gross unlevered IRR of 17% on fully exited investments.
Achieved 13.2% average annual ROE on net income and 164% economic return since IPO, outperforming BDC peers.
Maintained stable or increasing base dividends for 49 consecutive quarters, with 125% average coverage over five years.
NAV per share has grown from $14.71 to $21.12 (pre-supplemental/special dividends) since inception.
Demonstrated lower losses and higher asset selectivity compared to industry peers.
Liquidity and funding profile
Total liquidity of $1.1B as of 12/31/2025, with $514M undrawn revolver capacity and $1.6B in unsecured notes.
71% of debt is unsecured, with asset coverage for unsecured notes at 2.3x.
Weighted average remaining debt maturity is ~3.4 years; 96.3% of portfolio is floating rate.
Strong relationships with 19 banks and over 200 unsecured note investors.
Liquidity exceeds unfunded commitments by 5.7x, supporting disciplined capital management.
Implications of Joshua Easterly's retirement
SCP JV's expected ROE accretion?
TSLX's strategy for cyclical exposure
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Next Sixth Street Specialty Lending earnings date
Q1 202630 Apr, 2026
Sixth Street Specialty Lending
Next Sixth Street Specialty Lending earnings date
Q1 202630 Apr, 2026
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Frequently asked questions
Sixth Street Specialty Lending, Inc. is a business development company principally engaged in lending and investing. The Company seeks to deliver attractive risk-adjusted returns by generating income from a portfolio of investments in middle market privately-held companies that the Company originates and manages, as well as investments in corporate credit, special situation loans and other credit investments. The Company's investment objective is to generate current income and, to a lesser extent, capital appreciation.
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