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Dec 31, 2025
Blue Owl Capital Q4 2025 Earnings Report
Blue Owl reported higher GAAP revenue and net income in the fourth quarter, supported by strong fundraising and asset growth.
Key Takeaways
In Q4 2025, Blue Owl delivered solid revenue growth and improved profitability, driven by higher management fees, strong capital raising activity, and continued expansion in assets under management.
GAAP revenues increased to $755.6 million in Q4
Net income attributable to Blue Owl rose to $47.7 million
New capital commitments raised totaled $17.3 billion in the quarter
Assets under management reached $307.4 billion at quarter end
Forward Guidance
Management expects continued growth in AUM and fee-related earnings supported by a strong fundraising pipeline and expansion across Credit, Real Assets, and GP Strategic Capital platforms.
Positive Outlook
- Strong fundraising momentum entering 2026
- Large base of permanent capital supporting fee stability
- Continued demand across Credit and Real Assets strategies
- Growing private wealth channel contribution
- Scalable operating platform
Challenges Ahead
- Market volatility may impact fundraising pace
- Performance revenues remain less predictable
- Higher operating costs from platform expansion
- Macroeconomic uncertainty affecting investor sentiment
- Integration risk from recent acquisitions
Historical Earnings Impact
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Avg. Return Before/After Earnings
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