Blue Owl (OBDC) Q4 2025 Earnings Call Transcript

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Thursday, February 19, 2026 astatine 10 a.m. ET

• Chief Executive Officer — Craig William Packer

• President — Logan Joseph Nicholson

• Chief Financial Officer — Jonathan Lamm

• Managing Director, Investor Relations — Michael Mosticchio

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Michael Mosticchio: Yesterday, Blue Owl Capital Corporation issued its net merchandise and posted an net presumption for the 4th fourth and afloat twelvemonth ended 12/31/2025. These should beryllium reviewed successful transportation with the company's 10-Ks filed yesterday with the SEC. All materials referenced during today's call, including the property release, presentation, and 10-K, are disposable connected the News and Events conception of the company's website astatine blueowlcapitalcorporation.com. Joining america connected the telephone contiguous are Craig William Packer, Chief Executive Officer, Logan Joseph Nicholson, President, and Jonathan Lamm, Chief Financial Officer.

I would similar to punctual listeners that remarks made during today's telephone whitethorn incorporate forward-looking statements, which are not guarantees of aboriginal show oregon results and impact a fig of risks and uncertainties that are extracurricular of the company's control. Actual results whitethorn disagree materially from those successful forward-looking statements arsenic a effect of a fig of factors, including those described successful Blue Owl Capital Corporation’s filings with the SEC. The institution assumes nary work to update immoderate forward-looking statements. We would besides similar to punctual everyone that we volition notation to non-GAAP measures connected the call, which are reconciled to GAAP figures successful our net presumption disposable connected the Events and Presentations conception of our website.

Certain accusation discussed connected this telephone and successful the company's net materials, including accusation related to portfolio companies, was derived from third-party sources and has not been independently verified. The institution makes nary specified representations oregon warranties with respect to this information. With that, I volition crook the telephone implicit to Craig. Thanks, Michael, and bully morning, everyone. We admit your joining america today.

Craig William Packer: There has been a batch of caller capitalist attraction connected Blue Owl Capital Corporation and the different BDCs that we manage, arsenic good arsenic the backstage recognition manufacture much broadly. Much of this absorption has been connected recognition prime and whether fundamentals are holding up. At a definite level, we recognize capitalist concerns arsenic the manufacture has grown importantly successful the past fewer years. So I would similar to commencement disconnected by reassuring you that recognition prime astatine Blue Owl Capital Corporation remains strong, and we expect that to continue.