Blue Owl Capital Inc. Q2 2026: Revenue $753.1M, Net income $11.4M — 10-Q Summary
Blue Owl Capital Inc. (OWL) reported Q2 2026 total revenue of $753.1M, up from $703.1M a year earlier. Net income attributable to the company was $11.4M, down from $17.4M. The filing cites 12% AUM growth, higher management fees, and $7.8B raised in Q2 and $50.5B over the past 12 months.
How this was made
The 30-second read
Why it matters
For OWL, the key actionable takeaway is the combination of YoY revenue growth and a sharper YoY decline in net income, alongside AUM growth and fee-mix improvements.
Market read
This is a primary disclosure of quarterly financial results and AUM/capital-raising metrics that can influence short-term positioning in alternative asset managers.
What to watch
Traders may need details not included here, such as credit performance, fee-earning AUM roll rates, realized/unrealized marks, and any changes in expenses or incentive compensation.
Background
The article is a short summary of Blue Owl Capital Inc.'s Q2 2026 10-Q, focusing on revenue, net income, and AUM/fee drivers.
Ticker impact
Blue Owl Capital reported Q2 2026 revenue of $753.1M and net income attributable of $11.4M, with net income down 34.5% YoY.
Likely modest negative to neutral for the stock until investors reconcile fee mix, FRE/distributable earnings, and any underlying cost or credit-performance drivers.
This is a primary SEC 10-Q summary with concrete financial results; however, the excerpt lacks segment-level profitability, guidance, and balance-sheet/credit details needed for a high-conviction price call.
Market effects
Signals ongoing demand and fee generation in alternative asset management, with AUM growth offset by lower net income.
No specific regional impact mentioned.
No explicit global macro or cross-border catalyst mentioned.
Counterpoint
Revenue and AUM growth are highlighted, so the net income decline may be temporary or driven by non-recurring items not captured in this brief summary.
Key entities
- companyBlue Owl Capital Inc.
Alternative asset manager reporting Q2 2026 results in a 10-Q summary.
- business segmentsCredit, Real Assets, GP Strategic Capital
Platforms cited as drivers of capital raising and fee mix.
