Company Overview - Sixth Street (TSLX) shares increased by 6.4% to close at $20.38, following a notable trading volume, contrasting with a 13.2% loss over the past four weeks [1] - The company is expected to report quarterly earnings of $0.56 per share, reflecting a year-over-year decline of 3.5%, with revenues projected at $118.57 million, a slight increase of 0.7% from the previous year [2] Earnings Estimates and Market Sentiment - The consensus EPS estimate for Sixth Street has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [3] - The stock currently holds a Zacks Rank of 3 (Hold), suggesting a neutral outlook [3] Industry Comparison - Crescent Capital BDC (CCAP), a peer in the same industry, saw its shares rise by 7.9% to $15.32, but has experienced a -16.4% return over the past month [3] - CCAP's consensus EPS estimate is $0.52, representing a year-over-year decline of 17.5%, and it currently holds a Zacks Rank of 4 (Sell) [4]

Core Insights - The article emphasizes the importance of innovation and disruption in the financial sector, particularly focusing on high-tech and early growth companies [1] Group 1: Investment Focus - The company is keen on identifying growth buyouts and value stocks as potential investment opportunities [1] - There is a strong emphasis on monitoring the pace of high-tech advancements and their impact on investment strategies [1] Group 2: Research and Analysis - The article aims to provide readers with comprehensive research and insights into current events affecting the industry [1] - It highlights the significance of understanding market dynamics to uncover potential investment risks and opportunities [1]

Core Insights - The article emphasizes the importance of a hybrid investment strategy that combines high-quality dividend stocks with other investment vehicles such as Business Development Companies, REITs, and Closed End Funds to enhance income while achieving total returns comparable to traditional index funds [1]. Investment Strategy - The company advocates for a balanced approach to investing, focusing on both growth and income to maximize investment returns [1]. - The strategy aims to create a solid base of classic dividend growth stocks, which can lead to efficient income generation [1]. Performance Comparison - The total return from the proposed hybrid investment strategy is reported to be on par with the S&P 500 index, indicating its effectiveness in delivering competitive returns [1].

Group 1 - Investors in Sixth Street Specialty Lending, Inc. (TSLX) should monitor the stock due to significant activity in the options market, particularly the Jun 20, 2025 $30.00 Call which has high implied volatility [1] - Implied volatility indicates the market's expectation of future price movement, suggesting that investors anticipate a significant change in the stock's price, potentially due to an upcoming event [2] - Sixth Street Specialty Lending currently holds a Zacks Rank 3 (Hold) in the Financial - Mortgage & Related Services industry, which is in the bottom 44% of the Zacks Industry Rank [3] Group 2 - Over the past 60 days, two analysts have raised their earnings estimates for the current quarter while two have lowered theirs, resulting in a flat Zacks Consensus Estimate of 56 cents for the current quarter [3] - The high implied volatility may indicate a developing trading opportunity, as options traders often seek to sell premium on options with high implied volatility, aiming for the underlying stock to not move as much as expected at expiration [4]

Sixth Street Specialty Lending, Inc. (NYSE:TSLX) Q4 2024 Earnings Conference Call February 14, 2025 8:30 AM ET Company Participants Cami VanHorn - Head, Investor Relations Joshua Easterly - Chief Executive Officer Bo Stanley - President Ian Simmonds - Chief Financial Officer Conference Call Participants Finian O'Shea - Wells Fargo Securities Brian McKenna - Citizens JMP Mickey Schleien - Ladenburg Ken Lee - RBC Capital Markets Melissa Wedel - JPMorgan Robert Dodd - Raymond James Maxwell Fritscher - Truist P ...

S I X T H S T R E E T S P E C I A L EARNINGS PRESENTATION Quarter Ended December 31, 2024 T Y L E N D I N G DISCLAIMER AND FORWARD-LOOKING STATEMENT References in this presentation ("Presentation") to "TSLX," "we," "us," "our" and "the Company" refer to Sixth Street Specialty Lending, Inc. This Presentation includes forward-looking statements about TSLX that involve substantial risks and uncertainties. These forward-looking statements are not historical facts, but rather are based on current expectations, e ...

Core Insights - Sixth Street (TSLX) reported revenue of $123.7 million for Q4 2024, a year-over-year increase of 3.5% [1] - The earnings per share (EPS) for the same period was $0.61, slightly down from $0.62 a year ago [1] - The reported revenue exceeded the Zacks Consensus Estimate of $120.07 million by 3.03%, while the EPS surpassed the consensus estimate of $0.57 by 7.02% [1] Financial Performance Metrics - Total investment income from non-controlled non-affiliated investments was $121.26 million, exceeding the two-analyst average estimate of $118.02 million [4] - Investment income from controlled, affiliated investments was $2.44 million, matching the average estimate from two analysts [4] - Overall, the stock has returned +3.8% over the past month, slightly underperforming the Zacks S&P 500 composite's +3.9% change [3] Analyst Ratings - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

分组1 - Sixth Street (TSLX) reported quarterly earnings of $0.61 per share, exceeding the Zacks Consensus Estimate of $0.57 per share, but down from $0.62 per share a year ago, representing an earnings surprise of 7.02% [1] - The company posted revenues of $123.7 million for the quarter ended December 2024, surpassing the Zacks Consensus Estimate by 3.03%, compared to year-ago revenues of $119.5 million [2] - Sixth Street shares have increased approximately 4.2% since the beginning of the year, outperforming the S&P 500's gain of 2.9% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.56 on revenues of $117.47 million, and for the current fiscal year, it is $2.22 on revenues of $470.19 million [7] - The Zacks Industry Rank indicates that the Financial - Mortgage & Related Services sector is currently in the bottom 46% of over 250 Zacks industries, suggesting potential challenges for stock performance [8]

Exhibit 99.1 K FULL YEAR AND FOURTH QUARTER 2024 EARNINGS RESULTS Sixth Street Specialty Lending, Inc. Reports Full Year and Fourth Quarter Earnings Results; Declares a First Quarter Base Dividend Per Share of $0.46, and a Fourth Quarter Supplemental Dividend Per Share of $0.07. NEW YORK—February 13, 2025— Sixth Street Specialty Lending, Inc. (NYSE: TSLX, or the "Company") today reported net investment income of $2.39 per share and net income of $2.03 per share, for the year ended December 31, 2024. For the ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number 001-36364 Sixth Street Specialty Lending, Inc. (Exact Name of Registrant as Specified in Its Charter) | Delaware | 27-3380000 | | --- | --- | | (State or other jurisdiction of | (I.R ...