Blue Owl Technology Finance Q4 EPS Misses by 7.2%, Revenue Trails by 1.75%

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Blue Owl Technology Finance reported Q4 adjusted EPS of $0.30, missing estimates by 7.2% and down from $0.41 a year earlier. Revenue rose to $320.6 million but fell 1.75% short of forecasts, while shares have declined 14.2% year-to-date.

1. Q4 Earnings Performance

Blue Owl Technology Finance reported adjusted EPS of $0.30 for the quarter ended December 2025, missing the $0.32 estimate by 7.2% and down from $0.41 a year earlier. The company has surpassed consensus EPS just once in the past four quarters.

2. Q4 Revenue and Growth

Revenue climbed to $320.6 million, reflecting a year-over-year increase from $166.7 million but falling 1.75% short of analyst projections. This marks the fourth consecutive quarter without a revenue beat.

3. Outlook and Share Performance

Shares have declined 14.2% year-to-date, while analysts project next quarter EPS of $0.33 on revenue of $334.7 million. Industry conditions and forthcoming estimate revisions will be key drivers for the stock's near-term direction.

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