Jun 30, 2023

Blue Owl Q2 2023 Earnings Report

Blue Owl reported record net investment income for the second straight quarter and delivered strong credit performance.

Key Takeaways

Blue Owl Capital Corporation reported second quarter net investment income of $0.48 per share and net asset value per share of $15.26. The company achieved record net investment income for the second straight quarter and delivered strong credit performance.

Second quarter net investment income was $0.48 per share, representing the second consecutive quarter of record NII.

The Board declared a second quarter supplemental dividend of $0.07 per share.

Total dividends for the second quarter were $0.40 per share, a 30% increase from the same period a year ago.

Net asset value per share increased to $15.26 compared to $15.15 as of March 31, 2023.

Total Revenue
$394M
Previous year: $273M
+44.3%
EPS
$0.48
Previous year: $0.32
+50.0%
NAV per Share
$15.3
Previous year: $14.5
+5.4%
Weighted Avg Portfolio Yield
12.2%
Previous year: 8.9%
+37.1%
Cash and Equivalents
$368M
Previous year: $300M
+22.7%
Total Assets
$13.4B
Previous year: $13.1B
+2.3%

Blue Owl

Blue Owl

Forward Guidance

The Company can generate an ROE in excess of 12% for 2023 based on our current outlook for rates and credit performance.