OWL
Blue Owl·NYSE
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OWL fundamentals
Blue Owl (OWL) released its earnings on Feb 5, 2026: revenue was 701.47M (YoY +11.10%), missed estimates; EPS was 0.24 (YoY +14.29%), beat estimates.
Revenue / YoY
701.47M
+11.10%
EPS / YoY
0.24
+14.29%
Report date
Feb 5, 2026
OWL Earnings Call Summary for Q4,2025
- Revenue and Fundraising Success: $56B capital raised in 2025, 12% FRE growth, and $300B AUM milestone.
- Strong Strategy Performance: 13% net lease return, 8.7% direct lending outperformance, and 16.6% digital infrastructure gross return.
- Software Risk Mitigation: 8% credit exposure at 30% LTV, with tech lending revenue up 40% since AI adoption.
- Financial Discipline: 58.3% FRE margin in Q4, targeting 58.5% in 2026 with declining compensation costs.
- Dividend Growth: 3% increase to $0.92 annualized, supporting long-term shareholder returns.
EPS
Revenue
Revenue & Expenses
OWL has released its 2025 Q4 earnings report, with revenue of 755.60M, reflecting a YoY change of 19.68%, and net profit of 150.75M, showing a YoY change of 112.16%. The Sankey diagram below clearly presents OWL's revenue sources and cost distribution.
Key Indicators
Blue Owl (OWL) key financial stats and ratios, covering profitability, financial health, and leverage.
Blue Owl (OWL)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Breakdown
Blue Owl (OWL)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Blue Owl (OWL)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does Blue Owl (OWL) generate its revenue? Explore its key revenue streams and top earning regions.
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Track Blue Owl (OWL) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield
You can ask Aime
What guidance did Blue Owl's management provide for the next earnings period?What factors drove the changes in Blue Owl's revenue and profit?What is Blue Owl's gross profit margin?What is the revenue and EPS growth rate for Blue Owl year over year?What is the market's earnings forecast for Blue Owl next quarter?What were the key takeaways from Blue Owl's earnings call?What were the key takeaways from Blue Owl’s earnings call?What does Blue Owl do and what are its main business segments?
