Blue Owl Capital Inc. — Third Quarter 2026 Earnings Summary

Financial Performance:

• Assets under management totaled $330 billion as of September 30, 2026.
• Raised nearly $50 billion in capital over the last twelve months.
• Achieved a record institutional capital raising quarter.
• No specific revenue, earnings per share, profit margins, or cash flow figures were disclosed in the press release.

Guidance and Future Outlook:

• Management expressed confidence in the company's "durability, resilience and an acceleration of growth."
• Stated that strategies continue to generate excellent investment results.
• Highlighted that investor support and conviction are driven by a disciplined approach to investing.
• No specific forward financial guidance or quantitative growth targets were provided.

Business Segments and Product Lines:

• Operates across three multi-strategy platforms: Credit, Real Assets, and GP Strategic Capital.
• Growth in capital raising is coming from an increasingly broad set of strategies, investors, and geographies.
• Focuses on income-oriented returns with an emphasis on downside protection.
• Utilizes a scaled and partnership-driven approach to investing for borrowers, tenants, and counterparties.

Market and Competitive Landscape:

• Operating in markets characterized by volatility and uncertainty.
• The firm's approach is increasingly valuable to counterparties during such market conditions.
• No specific market share data or direct competitor comparisons were mentioned.

Risks and Challenges:

• Forward-looking statements acknowledge risks including the inability to recognize anticipated benefits of acquisitions.
• Risks include costs related to acquisitions and the inability to maintain the NYSE listing.
• Challenges include the ability to manage growth, execute the business plan, and meet projections.
• Potential exposure to litigation, changes in laws or regulations, and adverse economic, business, geopolitical, and competitive factors.

Management Commentary and Tone:

• Co-CEOs Doug Ostrover and Marc Lipschultz described the quarter as demonstrating durability, resilience, and accelerated growth.
• Management noted that the focus on income-oriented returns and downside protection is "top of mind for investors."
• The tone was confident, citing ongoing investor support and conviction in the firm's approach.

Other Key Points:

• Declared a quarterly dividend of $0.23 per Class A Share.
• Dividend payable date is November 23, 2026, to shareholders of record as of November 10, 2026.
• The company employs approximately 1,430 experienced professionals globally.
• An investor call was scheduled for October 29, 2026, at 10:00 a.m. ET.
• A detailed presentation of results is available on the company's investor relations website.