Owl Rock(US:OBDC) ZACKSยท2025-08-05 14:15Core Insights - Blue Owl Capital Corporation (OBDC) is expected to report quarterly earnings of $0.39 per share, reflecting an 18.8% decline year-over-year, while revenues are forecasted to increase by 16.9% to $463.85 million [1] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analysts' assessments [1] Earnings Estimates - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock performance [2] - Analysts' forecasts for key metrics provide a more comprehensive understanding of the company's performance beyond consensus estimates [3] Investment Income Projections - The consensus estimate for 'Investment income from non-controlled, non-affiliated investments - Interest income' is $346.72 million, representing a 20.7% increase from the prior year [4] - 'Investment income from controlled, affiliated investments - Dividend income' is projected to reach $37.22 million, indicating a 7.2% year-over-year increase, while 'Investment income from non-controlled, non-affiliated investments - Dividend income' is expected to drop by 99.9% to $23.34 million [5] - 'Investment income from controlled, affiliated investments - Interest income' is estimated at $9.61 million, reflecting a 34% increase, while 'Investment income from non-controlled, non-affiliated investments - Payment-in-kind (PIK) interest income' is projected to decrease by 3.5% to $42.73 million [6] Total Investment Income - Total investment income from non-controlled, non-affiliated investments is expected to reach $419.91 million, marking an 18.6% increase year-over-year, while total investment income from controlled, affiliated investments is projected at $47.20 million, indicating a 10.8% increase [7] - Over the past month, shares of Blue Owl Capital Corporation have returned -2.3%, contrasting with a +1% change in the Zacks S&P 500 composite [7]