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Ares Capital (ARCC) Q1 2026 Earnings Call Transcript
SA Transcripts · 2026-04-29 · via All Articles on Seeking Alpha

Q1: 2026-04-28 Earnings Summary

EPS of $0.47 misses by $0.01

 | 

Revenue of

$763.00M

(4.23% Y/Y)

misses by $10.52M

Ares Capital (ARCC) Q1 2026 Earnings Call April 28, 2026 12:00 PM EDT

Company Participants

John Stilmar - Partner & Co-Head of Public Markets Investor Relations
Kort Schnabel - Chief Executive Officer
Scott Lem - CFO & Treasurer
James Miller - President

Conference Call Participants

Richard Shane - JPMorgan Chase & Co, Research Division
Finian O'Shea - Wells Fargo Securities, LLC, Research Division
Arren Cyganovich - Truist Securities, Inc., Research Division
John Hecht - Jefferies LLC, Research Division
Paul Johnson - Keefe, Bruyette, & Woods, Inc., Research Division
Brian Mckenna - Citizens JMP Securities, LLC, Research Division
Kenneth Lee - RBC Capital Markets, Research Division
Sean-Paul Adams - B. Riley Securities, Inc., Research Division
Peter Troisi - Barclays Bank PLC, Research Division
Casey Alexander - Compass Point Research & Trading, LLC, Research Division
Robert Dodd - Raymond James Ltd., Research Division

Presentation

Operator

Good afternoon, everyone. Welcome to the Ares Capital Corporation's First Quarter Ended March 31, 2026 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded on Tuesday, April 28, 2026.

I will now turn the call over to Mr. John Stilmar, Partner of Ares Public Markets Investor Relations. Please go ahead, sir.

John Stilmar
Partner & Co-Head of Public Markets Investor Relations

Thank you, and good morning, everybody. Let me start with some important reminders. Comments made during the course of this conference call and webcast as well as the accompanying documents contain forward-looking statements are subject to risks and uncertainties. The company's actual results could differ materially from those expressed in such forward-looking statements for any reason, including those listed in its SEC filings. Ares Capital Corporation assumes no obligation to update any such forward-looking statements. Please also note that past performance or market information is not a guarantee of future results.

During this conference call, the company may discuss certain non-GAAP measures as defined