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Oaktree Specialty Lending Earnings Calls
| Release date | May 05, 2026 |
| EPS estimate | $0.360 |
| EPS actual | $0.380 |
| EPS Surprise | 5.56% |
| Revenue estimate | 74.354M |
| Revenue actual | 69.744M |
| Revenue Surprise | -6.20% |
| Release date | Feb 04, 2026 |
| EPS estimate | $0.380 |
| EPS actual | $0.410 |
| EPS Surprise | 7.89% |
| Revenue estimate | 74.747M |
| Revenue actual | 74.481M |
| Revenue Surprise | -0.356% |
| Release date | Nov 18, 2025 |
| EPS estimate | $0.386 |
| EPS actual | $0.400 |
| EPS Surprise | 3.60% |
| Revenue estimate | 76.513M |
| Revenue actual | 84.255M |
| Revenue Surprise | 10.12% |
| Release date | Aug 05, 2025 |
| EPS estimate | $0.450 |
| EPS actual | $0.370 |
| EPS Surprise | -17.78% |
| Revenue estimate | 76.513M |
| Revenue actual | 61.839M |
| Revenue Surprise | -19.18% |
Last 4 Quarters for Oaktree Specialty Lending
Below you can see how OCSL performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 05, 2025 |
| Price on release | $13.28 |
| EPS estimate | $0.450 |
| EPS actual | $0.370 |
| EPS surprise | -17.78% |
| Date | Price |
|---|---|
| Jul 30, 2025 | $13.91 |
| Jul 31, 2025 | $13.83 |
| Aug 01, 2025 | $13.56 |
| Aug 04, 2025 | $13.51 |
| Aug 05, 2025 | $13.28 |
| Aug 06, 2025 | $13.36 |
| Aug 07, 2025 | $13.29 |
| Aug 08, 2025 | $13.40 |
| Aug 11, 2025 | $13.46 |
| 4 days before | -4.53% |
| 4 days after | 1.36% |
| On release day | 0.602% |
| Change in period | -3.24% |
| Release date | Nov 18, 2025 |
| Price on release | $13.33 |
| EPS estimate | $0.386 |
| EPS actual | $0.400 |
| EPS surprise | 3.60% |
| Date | Price |
|---|---|
| Nov 12, 2025 | $13.68 |
| Nov 13, 2025 | $13.69 |
| Nov 14, 2025 | $13.61 |
| Nov 17, 2025 | $13.33 |
| Nov 18, 2025 | $13.33 |
| Nov 19, 2025 | $13.32 |
| Nov 20, 2025 | $13.19 |
| Nov 21, 2025 | $13.47 |
| Nov 24, 2025 | $13.61 |
| 4 days before | -2.56% |
| 4 days after | 2.10% |
| On release day | -0.0750% |
| Change in period | -0.512% |
| Release date | Feb 04, 2026 |
| Price on release | $12.54 |
| EPS estimate | $0.380 |
| EPS actual | $0.410 |
| EPS surprise | 7.89% |
| Date | Price |
|---|---|
| Jan 29, 2026 | $12.47 |
| Jan 30, 2026 | $12.32 |
| Feb 02, 2026 | $12.24 |
| Feb 03, 2026 | $12.14 |
| Feb 04, 2026 | $12.54 |
| Feb 05, 2026 | $12.13 |
| Feb 06, 2026 | $12.14 |
| Feb 09, 2026 | $12.38 |
| Feb 10, 2026 | $12.32 |
| 4 days before | 0.561% |
| 4 days after | -1.75% |
| On release day | -3.27% |
| Change in period | -1.20% |
| Release date | May 05, 2026 |
| Price on release | $12.16 |
| EPS estimate | $0.360 |
| EPS actual | $0.380 |
| EPS surprise | 5.56% |
| Date | Price |
|---|---|
| Apr 29, 2026 | $12.57 |
| Apr 30, 2026 | $12.62 |
| May 01, 2026 | $12.86 |
| May 04, 2026 | $12.90 |
| May 05, 2026 | $12.16 |
| May 06, 2026 | $12.51 |
| May 07, 2026 | $12.21 |
| May 08, 2026 | $12.15 |
| May 11, 2026 | $12.10 |
| 4 days before | -3.26% |
| 4 days after | -0.493% |
| On release day | 2.88% |
| Change in period | -3.74% |
Oaktree Specialty Lending Earnings Call Transcript Summary of Q1 2026
Oaktree Specialty Lending (OCSL) reported solid results for Q1 FY2026 with adjusted net investment income of $36.1 million ($0.41/share) and the board declaring a $0.40 quarterly dividend (covered by earnings). New funded investments totaled $314 million (up from $220 million), with the average all-in spread/yield on new private investments near 525 bps and ~9%. Portfolio size grew to ~$2.95 billion; 85% of the portfolio is first-lien senior secured debt and the weighted-average yield on debt investments was ~9.3%. Nonaccruals represented 3.1% of debt at fair value (stable sequentially, improved year-over-year). Liquidity remained ample at ~$576 million (cash + undrawn credit capacity) and debt outstanding was ~$1.6 billion with leverage around ~1.07x (within the long-term target 0.9x–1.25x). NAV per share declined to $16.30, primarily from unrealized markdowns (Pluralsight the largest contributor). Management emphasized disciplined underwriting, priority on first-lien, resilient businesses, active efforts to reduce nonaccruals and equity positions, and caution around software/AI risk while noting that private credit spreads have likely bottomed and direct lending still commands a premium to broadly syndicated loans.
