Blue Owl Capital Corporation (OBDC) Tops Q4 Earnings and Revenue Estimates

Core Viewpoint - Blue Owl Capital Corporation reported quarterly earnings of $0.36 per share, exceeding the Zacks Consensus Estimate of $0.35 per share, but down from $0.47 per share a year ago, indicating a +1.90% earnings surprise [1] Financial Performance - The company posted revenues of $447.75 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.36%, compared to $394.39 million in the same quarter last year [2] - Over the last four quarters, Blue Owl Capital has surpassed consensus EPS estimates two times and revenue estimates three times [2] Stock Performance - Blue Owl Capital shares have declined approximately 8.1% since the beginning of the year, while the S&P 500 has shown a zero return [3] - The current Zacks Rank for Blue Owl Capital is 4 (Sell), indicating expected underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.35 on revenues of $436.12 million, and for the current fiscal year, it is $1.36 on revenues of $1.75 billion [7] - The trend of estimate revisions for Blue Owl Capital was unfavorable prior to the earnings release, which may impact future stock movements [6] Industry Context - The Financial - Miscellaneous Services industry, to which Blue Owl Capital belongs, is currently in the top 36% of over 250 Zacks industries, suggesting a favorable industry outlook [8]