Blue Owl Capital Inc.

OWL Financial Asset Management

Blue Owl Capital Inc.’s revenue for fiscal 2025 (year ended December 2025) was $2.9 billion, up 25.0% from fiscal 2024.

Revenue
+10.8%
EPS
+200.0%
Free cash flow
+42.4%
Total debt
+12.5%

Quarter to September 2026, against a year earlier

9.90 0.01 +0.10%
Market cap
$15.5B
P/E
71.1×
Fwd P/E
35.0×
Dividend yield
9.14%
F-score
5/9
Altman Z
n/a
Beneish M
n/a
Dividend safety
n/a

Blue Owl Capital Inc. 10-Q filed Oct 30, 2026

Fiscal Q3 2026 · Period ended Sep 30, 2026 · Filed · accepted 5:24 PM ET · Document on sec.gov · Filing index

What changed

Part I, Item 2, Management’s Discussion and Analysis, against the 10-Q filed Jul 31, 2026: 29 added · 23 removed · 52 modified; 40 with only figures updated

  1. Removed · Business Environment

    During the second quarter of 2026, global equity and debt markets adapted to shifts in expectations around major themes such as inflation and the trajectory of interest rates as well as ongoing geopolitical relations and their impact to certain energy prices. Stronger than previously indicated job growth and sticky inflation drove expectations of rate hikes, a reversal away from the forward rate cuts anticipated at the beginning of the second quarter. Temporary periods of de-escalation in the Middle East throughout the quarter drove certain energy prices lower. Equity market dispersion continued, with single stock volatility outpacing index volatility by a wide margin as artificial intelligence (“AI”) hardware and other perceived beneficiaries of AI spend continued to drive thematic investment.