Blue Owl Capital Q4 Revenue Seen Up 13.1%, EPS Down 25.5%
Blue Owl Capital's Q4 revenue is expected at $446.15 million, up 13.1% year-over-year, while EPS is projected at $0.35, down 25.5% from last year. Total operating expenses are estimated to rise 24.3% to $260.7 million, and the stock holds a Zacks Rank #4 with zero Earnings ESP.
1. Q4 Earnings and Revenue Estimates
Blue Owl Capital is scheduled to report Q4 2025 results on February 18 after the market close, with consensus estimates of $0.35 in EPS (down 25.5% YoY) and $446.15 million in revenue (up 13.1% YoY).
2. Operating Expenses and Income Projections
Models forecast total operating expenses of $260.7 million, a 24.3% increase year-over-year due to higher management fees and interest costs. Consensus sees non-affiliated interest income rising 16.3% YoY, while model projections show 19.8% growth; income from affiliated investments is expected to drop 39% YoY.
3. Historical Earnings Performance
In the last four quarters, Blue Owl capital beat consensus once, met it once and missed twice, averaging a 3.6% negative surprise. The company currently holds a Zacks Rank #4 (Sell) and an Earnings ESP of 0.00%, signaling low odds of an outperformance.
4. Peer Comparisons
SLR Investment Corp., Blackstone Secured Lending Fund and FS KKR Capital Corp. are also reporting upcoming earnings. Blackstone shows an Earnings ESP of +0.76% suggesting a likely beat, while SLR and FS KKR have zero ESP and unchanged consensus estimates, highlighting varied sector dynamics.