Compared to Estimates, Blue Owl Capital (OWL) Q4 Earnings: A Look at Key Metrics

Core Insights - Blue Owl Capital Inc. reported $701.47 million in revenue for the quarter ended December 2025, marking a year-over-year increase of 17.8% and an EPS of $0.24 compared to $0.21 a year ago [1] - The reported revenue was slightly below the Zacks Consensus Estimate of $704.46 million, resulting in a surprise of -0.43%, while the EPS exceeded expectations by 6.9% [1] Financial Performance - The company’s shares have returned -22.6% over the past month, contrasting with the Zacks S&P 500 composite's +0.5% change, indicating potential underperformance in the near term with a Zacks Rank 4 (Sell) [3] - Total Assets Under Management (AUM) reached $307.43 billion, slightly below the four-analyst average estimate of $307.89 billion [4] - AUM breakdown includes: - GP Strategic Capital: $69.07 billion vs. $69.55 billion estimated [4] - Credit: $157.76 billion vs. $159.18 billion estimated [4] - Real Assets: $80.6 billion vs. $78.44 billion estimated [4] Revenue Streams - FRE Revenues from the Credit Platform were $422.05 million, below the $438.55 million average estimate [4] - FRE Revenues from the GP Strategic Capital Platform were $163.16 million, compared to the $167.82 million average estimate [4] - FRE Revenues from the Real Assets Platform were $116.27 million, exceeding the two-analyst average estimate of $96.79 million [4]