O OWL

Blue Owl Capital Inc - Class A

ASSET MANAGEMENT · FINANCIAL SERVICES

Blue Owl Capital Inc. is a prominent asset management firm based in New York, specializing in private equity and credit investment strategies designed for institutional investors and high-net-worth individuals. The firm is recognized for its dedication to transparency, sustainable value creation, an...

$10.68

+1.23% (+$0.13)

Volume 40.65M

52W High $21.89

52W Low $9.73

Market Cap $26.59B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$0.21

Whisper EPS

$0.19

9.8% below consensus

Last Quarter

$0.24

Current Streak

1 Beat

Avg Surprise (4Q)

+4.55%

Next Earnings Report

Reports in 56 days

Report Date Apr 30, 2026

Whisper Spread -9.76%

Consensus Estimate

$0.21

Official analyst average

Whisper Number

$0.19

What traders expect

Cautious Sentiment: The whisper number is 9.8% below consensus, suggesting traders are skeptical. Meeting consensus may not be enough to satisfy the market.

Price Chart

EPS History: Consensus vs Actual

Last 12 quarters

Price Movement Around Earnings

Q4 2025 Feb 5, 2026

1-Day: +7.65%

5-Day: +11.52%

Q3 2025 Oct 30, 2025

1-Day: -0.57%

5-Day: -1.26%

Q2 2025 Jul 31, 2025

1-Day: -2.64%

5-Day: +0.00%

Q1 2025 May 1, 2025

1-Day: +2.74%

5-Day: -0.34%

Revenue & Financial Performance

Revenue Whisper

$880.0M

TWN Proprietary Estimate

Last Quarter Revenue

$755.6M

+19.7% YoY

Gross Margin

62.0%

Net Margin: 6.3%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q4'25	$755.6M	+19.7%	62.0%	44.7%	$47.7M
Q3'25	$728.0M	+21.2%	53.1%	15.5%	$6.3M
Q2'25	$703.1M	+27.9%	53.6%	14.1%	$17.4M
Q1'25	$683.5M	+33.1%	52.3%	11.3%	$7.4M
Q4'24	$631.4M	+27.8%	53.4%	22.0%	$20.7M
Q3'24	$600.9M	+39.9%	54.9%	23.3%	$29.8M
Q2'24	$549.8M	+31.9%	58.7%	31.4%	$33.9M
Q1'24	$513.3M	+31.3%	56.2%	30.3%	$25.1M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q4 2025	Feb 5, 2026	$0.22	$0.22	$0.24	+9.09%	Beat
Q3 2025	Oct 30, 2025	$0.22	$0.22	$0.22	+0.00%	Beat
Q2 2025	Jul 31, 2025	$0.20	$0.21	$0.02	-90.00%	Missed
Q1 2025	May 1, 2025	$0.18	$0.19	$0.17	-5.56%	Missed
Q4 2024	Feb 5, 2025	$0.21	$0.22	$0.21	+0.00%	Missed
Q3 2024	Oct 31, 2024	$0.20	$0.21	$0.20	+0.00%	Missed
Q2 2024	Aug 1, 2024	$0.19	$0.19	$0.21	+10.53%	Beat
Q1 2024	May 2, 2024	$0.16	$0.16	$0.17	+6.25%	Beat
Q4 2023	Feb 9, 2024	$0.17	$0.17	$0.18	+5.88%	Beat
Q3 2023	Nov 2, 2023	$0.16	$0.16	$0.16	+0.00%	Met
Q2 2023	Aug 1, 2023	$0.16	$0.17	$0.16	+0.00%	Missed
Q1 2023	May 4, 2023	$0.15	$0.16	$0.15	+0.00%	Missed