Blue Owl Capital Corporation (OBDC) Q4 earnings: Taking a look at key metrics versus estimates

Blue Owl Capital Corporation (OBDC - Free Report) reported $447.75 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 13.5%. EPS of $0.36 for the same period compares to $0.47 a year ago.

The reported revenue represents a surprise of +0.36% over the Zacks Consensus Estimate of $446.15 million. With the consensus EPS estimate being $0.35, the EPS surprise was +1.9%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Blue Owl Capital Corporation performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Investment income from non-controlled, non-affiliated investments- Interest income: $340.58 million versus the two-analyst average estimate of $334.04 million. The reported number represents a year-over-year change of +18.6%.
• Investment income from non-controlled, non-affiliated investments- Other income: $4.87 million versus the two-analyst average estimate of $5.54 million. The reported number represents a year-over-year change of -16.3%.
• Investment income from controlled, affiliated investments- Dividend income: $39.54 million versus the two-analyst average estimate of $38.3 million. The reported number represents a year-over-year change of +55.8%.
• Investment income from controlled, affiliated investments- Other Income: $0.04 million compared to the $0.05 million average estimate based on two analysts. The reported number represents a change of -68.6% year over year.
• Investment income from non-controlled, non-affiliated investments- Dividend income: $19.25 million versus the two-analyst average estimate of $22.45 million. The reported number represents a year-over-year change of -18.9%.
• Investment income from non-controlled, affiliated investments- Payment-in-kind (PIK) interest income: $0.09 million versus the two-analyst average estimate of $0.85 million. The reported number represents a year-over-year change of -89.3%.
• Investment income from non-controlled, non-affiliated investments- Payment-in-kind (PIK) interest income: $31.55 million versus the two-analyst average estimate of $28.35 million. The reported number represents a year-over-year change of -24.5%.
• Investment income from non-controlled, affiliated investments- Dividend income: $0.39 million versus the two-analyst average estimate of $0.02 million.
• Investment income from non-controlled, affiliated investments- Interest income: $0.42 million versus the two-analyst average estimate of $0.43 million. The reported number represents a year-over-year change of -8.7%.
• Total investment income from non-controlled, non-affiliated investments: $396.25 million versus $390.37 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +10.5% change.
• Total investment income from controlled, affiliated investments: $50.58 million versus the two-analyst average estimate of $48.63 million. The reported number represents a year-over-year change of +50.3%.
• Investment income from controlled, affiliated investments- Interest income: $11 million versus the two-analyst average estimate of $10.28 million. The reported number represents a year-over-year change of +45.7%.