$OBDC

Blue Owl Capital Corporation Schedules Earnings Release and Quarterly Earnings Call to Discuss its Third Quarter Ended September 30, 2026 Financial Results

Blue Owl Capital Corp (OBDC) filed an SEC Form 8-K — Results of Operations and Financial Condition. Blue Owl Capital Corporation Schedules Earnings Release and Quarterly Earnings Call to Discuss its Third Quarter Ended September 30, 2026 Financial Results NEW YORK ( October 1, 2026 ) – Blue Owl Capital Corporation (NYSE: OBDC) (“OBDC”) today announced it will release its financ

Original reporting
Published Oct 1, 2026, 8:16 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 1, 2026, 8:21 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefEarnings
Primary signal
$OBDC
Neutral
high confidence
Mentioned
$OBDC
Relevance
7/10
AlphAI data visualization · based on SEC EDGAR 8-K
Decision brief

The 30-second read

$OBDCNeutralLow
01

Why it matters

The filing provides a concrete date for investors to prepare for the earnings release, but contains no financial metrics or guidance.

02

Market read

A routine earnings‑release announcement with limited immediate trading relevance.

03

What to watch

Potential impact of recent portfolio performance or credit market conditions on the upcoming earnings.

Relevance 7/10Novelty 3/10Timing: after market close on Nov 4, 2026
AlphAI · Earnings readOBDC · third quarter ended September 30, 2026 · ended September 30, 2026

OBDC scheduled release of third-quarter financial results for Wednesday, November 4, 2026 after market close, with an earnings call on Thursday, November 5, 2026.

→Mixed quarter

This Item 2.02 filing is an earnings-release and call scheduling announcement, not a financial-results release. It provides no third-quarter operating, earnings, cash-flow, balance-sheet, capital-return, or outlook figures.

Key metrics

shortened, hover for the filing’s print
MetricValueq/qy/y
Portfolio companies as of June 30, 2026other229 portfolio companies––
Investments as of June 30, 2026 - aggregate fair valueother$15B––

What drove it

  • OBDC is a specialty finance company focused on lending to U.S. middle-market companies.
  • OBDC is externally managed by Blue Owl Credit Advisors LLC.
  • OBDC has elected to be regulated as a business development company under the Investment Company Act of 1940, as amended.

Concerns

  • The filing contains no financial results for the third quarter ended September 30, 2026.
  • The only portfolio disclosure is dated June 30, 2026 and does not provide a September 30, 2026 portfolio update.
  • No outlook, dividend, repurchase, liquidity, leverage, credit-quality, or realized and unrealized investment performance information was reported.

What to watch

  • Third-quarter financial results scheduled for release on Wednesday, November 4, 2026 after market close.
  • Webcast and conference call scheduled for Thursday, November 5, 2026 at 10:00 a.m. Eastern Time.
  • Any updated portfolio-company count and aggregate fair value following the June 30, 2026 disclosures of 229 portfolio companies and $15.0 billion of aggregate fair value.

Balance sheet and cash flow

  • As of June 30, 2026, OBDC had investments in 229 portfolio companies with an aggregate fair value of $15.0 billion.

Analysis

This filing does not report third-quarter earnings. It announces that Blue Owl Capital Corporation will release financial results for the third quarter ended September 30, 2026 on Wednesday, November 4, 2026 after market close, followed by a webcast and conference call on Thursday, November 5, 2026 at 10:00 a.m. Eastern Time.

Accordingly, the document provides no reported revenue, investment income, expenses, net investment income, net income, earnings per share, net asset value, or GAAP versus non-GAAP measures for the September 30 period. It also supplies no comparable prior-year or prior-quarter financial figures and no stated growth rates.

The sole portfolio datapoint is historical rather than third-quarter results: as of June 30, 2026, OBDC had investments in 229 portfolio companies with an aggregate fair value of $15.0 billion. The filing describes OBDC as a specialty finance company focused on lending to U.S. middle-market companies and states that it is externally managed by Blue Owl Credit Advisors LLC.

There is no capital-allocation disclosure in the announcement. The filing does not report dividends, share repurchases, cash, debt, operating cash flow, or free cash flow. It likewise offers no financial outlook or guidance, leaving the forthcoming November release as the next document expected to provide the period's operating and portfolio performance.

For investors, the immediate focus is the scheduled results release and call. The filing itself provides no basis to assess demand, portfolio mix, credit performance, margins, earnings progression, liquidity, leverage, or capital returns for the third quarter ended September 30, 2026.

Not in the filing

stated, not guessed
  • Third-quarter total revenue or total investment income
  • Segment revenue and segment performance
  • GAAP gross margin, operating income, net income, and earnings per share
  • Non-GAAP earnings measures
  • Net investment income and net asset value
  • Prior-year and prior-quarter comparisons for third-quarter financial metrics
  • Operating cash flow and free cash flow
  • Cash, debt, liquidity, and leverage metrics
  • Portfolio credit-quality, non-accrual, realized-gain, unrealized-gain, and investment-activity metrics
  • Dividends and share repurchases
  • Forward financial guidance
  • Named-executive earnings commentary or quotes

AlphAI analysis generated from the company’s SEC earnings filing (Form 8-K Item 2.02, or Form 6-K for a foreign private issuer). Every figure was cross-checked against the filing text; consensus estimates, price targets and share-price reactions are not shown because they are not in the filing. AI-generated research, not investment advice.

Background

Blue Owl Capital Corp (NYSE: OBDC) is a business development company focused on middle‑market lending. The filing is a standard 8‑K announcing its Q3 2026 earnings release date.

Company-level read

Ticker impact

$OBDCNeutralHigh confidence
Context

Blue Owl Capital announced the date and time for its Q3 2026 earnings release and conference call.

Expected impact

likely neutral as market awaits the actual results

Evidence & confidence

Schedule disclosures typically have limited short‑term impact unless accompanied by guidance or surprise numbers.

Market effects

Minimal; informs investors in the specialty finance/BDC sector of upcoming data.

None; the news is company‑specific to a US‑listed firm.

Low; no broader macro or geopolitical implications.

Counterpoint

If the market expects weak results, the scheduled release could trigger a sell‑off ahead of the call.

Key entities

  • Blue Owl Capital Corp

    Specialty finance BDC announcing Q3 earnings release.

Every OBDC earnings report

This story covers one filing. The ticker page keeps them all: each quarter's reported metrics with year-over-year and sequential comparisons, segments, guidance, and how the numbers landed against the company's own prior outlook.

Related articles

$OBDCMedAI 8/10

Blue Owl Capital expands funding via new CLO securitization

Blue Owl Capital (OBDC) completed a $398M CLO securitization and sold $106.15M in preferred shares, using proceeds for corporate purposes and loan reinvestment. The CLO, maturing in 2038, is backed by middle market loans and managed by Blue Owl Credit Advisors, which waived initial fees.

$OBDCMed

Blue Owl Capital Q2 Earnings Beat Estimates on Lower Interest Expenses

Blue Owl Capital Corporation (OBDC) reported Q2 2026 adjusted EPS of 34 cents, 6.3% above the Zacks Consensus. Adjusted net investment income fell 17.1% to $170.6 million, while total investment income declined 17.4% to $401.3 million. Lower interest expenses helped; the company declared a 31-cent quarterly dividend and repurchased $35 million of shares.

$OBDCMed

Blue Owl Capital Q2 Earnings Call Highlights

Blue Owl Capital (NYSE:OBDC) reported Q2 earnings call highlights. Management said PIK income fell to 10.7% of total investment income after a realization reduced PIK exposure. LSI life sciences specialty finance vehicle benefited from ITM Radiopharma repayment. Net leverage fell to 1.11x. NAV declined mainly due to a credit markdown on Loparex. The firm repurchased $35M of shares and raised about $800M unsecured debt.

$OBDCMed

Blue Owl BDC Q2 Key Metrics: Activity subdued as refis 'grind to a halt'

Blue Owl Capital (NYSE: OBDC) said Q2 investment activity fell as new deal and refinancing/extension transactions declined. Gross fundings were $219M versus $747M sales and repayments, and portfolio fair value fell to about $15.0B from $16.9B a year earlier. OBDC exited Mavis Tire for about $274M cash, while net unrealized losses were $99.4M, including markdowns tied to Loparex non-accruals.

$OBDCMedAI 9/10

Blue Owl Capital Corporation Announces June 30, 2026 Financial Results

Blue Owl Capital Corporation (NYSE: OBDC) reported Q2 2026 results for the quarter ended June 30, 2026. GAAP net investment income per share was $0.36, and adjusted NII per share was $0.34 versus $0.31 in the prior quarter. The board declared $0.33 total dividends per share and NAV was $14.26. New commitments were $319M and sales/repayments $747M.

$OBDCMedAI 8/10

Blue Owl Capital Corporation Announces June 30, 2026 Financial Results

Blue Owl Capital Corp (OBDC) filed an SEC Form 8-K — Results of Operations and Financial Condition. Blue Owl Capital Corporation Announces June 30, 2026 Financial Results NEW YORK — August 5, 2026 — Blue Owl Capital Corporation (NYSE: OBDC) (“OBDC” or the “Company”) today announced financial results for its second quarter ended June 30, 2026. SECOND QUARTER 2026 HIGHLIGHTS • Se