Financials·Asset Management & Custody Banks·$5.6B
Blue Owl Capital Corp (OBDC) operates in the financial sector, focusing on asset management and custody banking. With a market cap of $6 billion, the company plays a significant role in managing investments and providing financial services, which are crucial in today's economy where investors seek reliable management of their assets.
EPS
Earnings per share (EPS) is a key indicator of the company's profitability and financial health.
Revenue
Revenue figures provide insight into the company's ability to generate sales and grow its business.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
1Q
EPS Beat Rate
25%
Avg EPS Surprise
-5.78%
Avg Stock Reaction
+0.27%
In the last quarter, Blue Owl reported an EPS of $0.36, slightly beating expectations. However, the stock saw a modest increase of 1.05% the following day, reflecting mixed investor sentiment.
Management Promises & Guidance
Analysts expect Blue Owl to report steady earnings this quarter, with a consensus EPS of $0.35. The market is closely watching for any signs of growth in revenue amid a competitive landscape.
Bull Case
If Blue Owl exceeds EPS expectations and shows strong revenue growth, it could indicate robust demand for its services, leading to a positive market reaction.
Bear Case
Conversely, if the company falls short of EPS or revenue expectations, it may raise concerns about its growth trajectory, potentially leading to a negative response from investors.
EPS
$0.35Earnings per share (EPS) is a key indicator of the company's profitability and financial health.
Revenue
$422MRevenue figures provide insight into the company's ability to generate sales and grow its business.
The print will turn on these two things.
Q1
Will EPS exceed the consensus estimate of $0.35?
A beat on EPS could signal stronger-than-expected profitability, which may boost investor confidence.
Q2
What is the revenue outlook compared to the consensus of $422M?
Revenue growth is critical for assessing the company's market position and future potential.
Why consensus could be wrong
The consensus may underestimate Blue Owl's ability to leverage its asset management capabilities, potentially leading to better-than-expected revenue growth.
Supporting Evidence
The company's recent performance has shown resilience despite market challenges.
Management's focus on expanding their client base could drive higher revenue.
Past earnings surprises indicate potential for positive outcomes.
Key Risk
If revenue growth comes in significantly above $422M, it could challenge the current consensus view.
Pre-commit to what would confirm each case.
This quarter's performance will hinge on whether Blue Owl can sustain its earnings momentum and meet revenue expectations.
Bull Confirmed If
An EPS of $0.37 or higher, along with revenue exceeding $447M, would confirm the bull case.
Bear Confirmed If
An EPS below $0.32 or revenue falling short of $412M would confirm the bear case.
Implied Move
±4.2%
Currently, there is no options market data available, but the implied move suggests that investors are anticipating some volatility around the earnings report.
Likely market behavior by outcome — not investment advice.
Beat & Raise
History suggests that if Blue Owl beats expectations, the stock could see an average one-day increase of around 0.31%, confirming a positive outlook.
In-Line / Cautious
If results are in line with expectations, the stock may experience muted movement as investors await further guidance.
Miss
Should the company miss expectations, the average one-day decline could be around 0.24%, reflecting investor disappointment.
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PARAMOUNT SKYDANCE C Class B
May 4, 2026