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Blue Owl Capital Corporation (OBDC) Q1 2026 Earnings Call...
SA Transcripts · 2026-05-08 · via All Articles on Seeking Alpha

Q1: 2026-05-06 Earnings Summary

EPS of $0.32 misses by $0.03

 | 

Revenue of

$396.77M

(-14.61% Y/Y)

misses by $24.91M

Blue Owl Capital Corporation (OBDC) Q1 2026 Earnings Call May 7, 2026 10:00 AM EDT

Company Participants

Michael Mosticchio - Head of Investor Relations
Craig Packer - CEO & Director
Logan Nicholson - Senior MD & President
Jonathan Lamm - CFO & COO

Conference Call Participants

Brian Mckenna - Citizens JMP Securities, LLC, Research Division
Sean-Paul Adams - B. Riley Securities, Inc., Research Division
Robert Dodd - Raymond James & Associates, Inc., Research Division
Paul Johnson - Keefe, Bruyette, & Woods, Inc., Research Division
Arren Cyganovich - Truist Securities, Inc., Research Division
Kenneth Lee - RBC Capital Markets, Research Division
Derek Hewett - BofA Securities, Research Division
Christopher Nolan - Ladenburg Thalmann & Co. Inc., Research Division

Presentation

Operator

Good morning, everyone, and welcome to the Blue Owl Capital Corporation's First Quarter 2026 Earnings Call. As a reminder, this call is being recorded. At this time, I'd like to turn the call over to Michael Mosticchio, Head of BDC Investor Relations. Mike, please go ahead.

Michael Mosticchio
Head of Investor Relations

Thank you, operator, and welcome to Blue Owl Capital Corporation's First Quarter 2026 Earnings Conference Call. Joining me today are Craig Packer, Chief Executive Officer; Logan Nicholson, President; and Jonathan Lamm, Chief Financial Officer. I'd like to remind listeners that remarks made during today's call may contain forward-looking statements, which are not guarantees of future performance or results and involve a number of risks and uncertainties that are outside of the company's control. Actual results may differ materially from those in forward-looking statements as a result of a number of factors, including those described in OBDC's filings with the SEC. The company assumes no obligation to update any forward-looking statements.

We'd also like to remind everyone that we'll refer to non-GAAP measures on the call, which are reconciled to GAAP figures in our earnings presentation available on the