TSLX · Sixth Street Specialty Lending, Inc.
Price & Indicators
Up next
Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 5, 2026TL;DR. TSLX reported Q2 NII of $0.43/share with NAV stable at $16.24, declared a $0.42 base dividend (no supplemental), and cited improving portfolio turnover and a constructive second-half pipeline, while expenses and leverage ticked up and ROE guidance was reiterated.
- + Origination spreads remain well above the BDC peer average, supporting durable forward earnings power
- + Portfolio credit quality is stable with no new non-accruals and improving interest coverage
- − Net expenses increased quarter-over-quarter driven by higher interest expense
- − Ending debt-to-equity leverage rose to 1.27x from 1.18x sequentially
- − No supplemental dividend was declared for Q2, indicating earnings did not clear the over-distribution threshold
- − ROE guidance was reiterated at 10% to 10.5% with upside contingent solely on elevated portfolio turnover that the company cannot control
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Asset Management — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
TSLX
this stock
Sixth Street Specialty Lending, Inc.
|
$1.73B | -17.1% | — | 19.1 | 5.3% |
|
BLK
BlackRock, Inc.
|
$347.03B | -1.0% | +16.2% | 25.6 | 0.6% |
|
KKR
KKR & Co. Inc.
|
$86.77B | -29.2% | -11.0% | — | 1.5% |
|
BX
Blackstone Inc.
|
$85.57B | -27.5% | +9.2% | 25.6 | 2.6% |
|
BN
BROOKFIELD Corp /ON/
|
$81.46B | -19.5% | — | — | 0.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| TSLX | -0.7% | -1.6% | -1.4% | -0.1% | -17.1% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | -0.5% | -1.2% | -13.6% | -1.0% | -29.9% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.