OWL · Blue Owl Capital Inc.
$12.22
-0.44 (-3.48%)
At close · Aug 14
Market Cap
$19.05B
Shares
1.56B
Blue Owl Capital Inc. Earnings Call Transcripts
Every quarterly earnings call for Blue Owl Capital Inc. (OWL) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▼356.6%
$
$1.59M
'22 Q4
23-02-13
▼68.9%
$85.86M
$8.32M
'23 Q1
23-05-04
▼71.9%
$91.94M
$12.86M
'23 Q2
23-08-01
▼73.7%
$97.62M
$15.11M
'23 Q3
23-11-02
·
$111.92M
$18.06M
'23 Q4
24-02-09
▲39.9%
$120.16M
$25.09M
'24 Q1
24-05-02
▲40.8%
$129.44M
$33.95M
'24 Q2
24-08-01
▲44.1%
$140.68M
$29.80M
'24 Q3
24-10-31
▲22.9%
$137.58M
$20.74M
'24 Q4
25-02-06
▲22.9%
$137.58M
$20.74M
'24 Q4
25-02-06
▲10.3%
$132.56M
$7.43M
'25 Q1
25-05-01
▲6.6%
$137.97M
$17.43M
'25 Q2
25-07-31
▲6.9%
$150.44M
$6.31M
'25 Q3
25-10-30
▲6.7%
$146.79M
$47.67M
'25 Q4
26-02-05
▲4.1%
$138.03M
$15.54M
'26 Q1
26-04-30
LATEST
▼0.7%
$137.04M
$11.39M
'26 Q2
26-07-30
Earnings call
FY26 · Q2
2026-07-30
Blue Owl Q2 2026 Conference Call
Confident tone
Diversification across platforms
Fundraising and capital raising
Direct lending and net deployment
Revenue
$137.04M
▼ 0.7% YoY Diluted EPS
$0.02
▲ 0% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-05-29
Blue Owl Presents at the Bernstein 42nd Annual Strategic Decisions Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2026-04-30
Blue Owl Capital Inc. Q1 FY2026 Earnings Call
Confident tone
Platform diversification beyond direct lending
Private credit scrutiny and BDC/REIT flows
Fundraising momentum and capital raised
Revenue
$138.03M
▲ 4.1% YoY Diluted EPS
$0.02
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-05
Blue Owl Capital Inc. Q4 FY2025 Earnings Call
Confident tone
Fundraising and AUM growth
Net lease and real estate strategy
Direct lending and credit portfolio quality
Revenue
$146.79M*
▲ 6.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-30
Blue Owl Capital Inc. Q3 FY2025 Earnings Call
Confident tone
Digital Infrastructure / Data Center Financing
Diversified Net Lease & Real Estate Strategy
Alternative Credit & Forward Flow Partnerships
Revenue
$150.44M
▲ 6.9% YoY Diluted EPS
$0.01
▼ 75% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-31
Blue Owl Capital Inc. Q2 FY2025 Earnings Call
Confident tone
Real estate and net lease growth
Capital raising momentum
Direct lending performance
Revenue
$137.97M
▲ 6.6% YoY Diluted EPS
$0.02
▼ 66.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-01
Blue Owl Capital Inc. Q1 FY2025 Earnings Call
Confident tone
Permanent Capital and FRE Predictability
Direct Lending Originations
Tariffs and Macro Uncertainty
Revenue
$132.56M
▲ 10.3% YoY Diluted EPS
$0.00
▼ 100% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-06
Blue Owl Q4 2024 Conference Call
Confident tone
AUM and Scale
BDC Mergers
Insurance Solutions and Acquisitions
Revenue
$137.58M*
▲ 22.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q4
2025-02-06
Blue Owl Capital Inc. Q4 FY2024 Earnings Call
Confident tone
AUM and Scale
BDC Mergers
Insurance Solutions and Acquisitions
Revenue
$137.58M*
▲ 22.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-31
Blue Owl Capital Inc. Q3 FY2024 Earnings Call
Confident tone
Dividend and payout policy
Wealth distribution channel
Strategic M&A and acquisitions
Revenue
$140.68M
▲ 44.1% YoY Diluted EPS
$0.04
▲ 33.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-01
Blue Owl Capital Inc. Q2 FY2024 Earnings Call
Confident tone
Strategic Acquisitions
Fee-Related Earnings and Dividend Growth
Margin and Payout Ratio Guidance
Revenue
$129.44M
▲ 40.8% YoY Diluted EPS
$0.06
▲ 200% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-02
Blue Owl Capital Inc. Q1 FY2024 Earnings Call
Confident tone
Real estate strategy including triple net lease
M&A - Kuvare acquisition
Direct lending business
Revenue
$120.16M
▲ 39.9% YoY Diluted EPS
$0.04
▲ 100% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-09
Blue Owl Capital Inc. Q4 FY2023 Earnings Call
Confident tone
Management fee and FRE growth
Real estate / triple net lease
Strategic growth initiatives
Revenue
$111.92M*
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-02
Blue Owl Capital Inc. Q3 FY2023 Earnings Call
Revenue
$97.62M
▼ 73.7% YoY Diluted EPS
$0.03
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-01
Blue Owl Capital Inc. Q2 FY2023 Earnings Call
Revenue
$91.94M
▼ 71.9% YoY Diluted EPS
$0.02
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-04
Blue Owl Capital Inc. Q1 FY2023 Earnings Call
Revenue
$85.86M
▼ 68.9% YoY Diluted EPS
$0.02
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-13
Blue Owl Capital Inc. Q4 FY2022 Earnings Call
Revenue
$*
▼ 356.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-04
Blue Owl Capital Inc. Q3 FY2022 Earnings Call
Revenue
$370.99M
▲ 49.7% YoY Diluted EPS
$0.00
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-04
Blue Owl Capital Inc. Q2 FY2022 Earnings Call
Revenue
$327.25M
▲ 82.6% YoY Diluted EPS
$0.00
Rev · 7q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-05
Blue Owl Capital Inc. Q1 FY2022 Earnings Call
Revenue
$275.98M
▲ 155% YoY Diluted EPS
$-0.03
Rev · 6q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-17
Blue Owl Capital Inc. Q4 FY2021 Earnings Call
Revenue
$288.52M*
Rev · 5q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-09
Blue Owl Capital Inc. Q3 FY2021 Earnings Call
Revenue
$247.88M
▲ 358.7% YoY Diluted EPS
$-0.16
Rev · 5q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-10
Blue Owl Capital Inc. Q2 FY2021 Earnings Call
Revenue
$179.26M
▲ 342.6% YoY Diluted EPS
$-1.23
Rev · 4q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-21
Blue Owl Capital Inc. Q1 FY2021 Earnings Call
Revenue
$108.22M
Rev · 3q
Audio
Transcript
Slides
8-K10-Q
Showing 1–24 of 24 earnings calls
Key facts
CIK
1823945
CUSIP
09581B103
13F (30d)
553 filings
530 filers
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