Blue Owl Capital Corp. Files Q3 2024 10-Q Report

Ticker: OBDC · Form: 10-Q · Filed: Nov 6, 2024 · CIK: 1655888

Sentiment: neutral

Topics: 10-Q, financials, investments

TL;DR

Blue Owl Capital Corp. 10-Q filed Nov 6, 2024. Q3 2024 results out, detailing investments. Check it.

AI Summary

Blue Owl Capital Corp. reported its Q3 2024 results for the period ending September 30, 2024. The company's filing details its investment portfolio, including unaffiliated, affiliated non-controlled, and affiliated controlled issuers. Specific financial figures and comparative data from previous periods, such as December 31, 2023, and the third quarter of 2023, are presented.

Why It Matters

This filing provides investors with a detailed look into Blue Owl Capital Corp.'s financial health and investment strategies as of Q3 2024, crucial for understanding its performance and future outlook.

Risk Assessment

Risk Level: medium — The filing is a standard quarterly report, but the nature of investment companies involves inherent market and credit risks.

Key Numbers

Key Players & Entities

FAQ

What is the total value of Blue Owl Capital Corp.'s investments in unaffiliated issuers as of September 30, 2024?

The filing indicates data for us-gaap:InvestmentUnaffiliatedIssuerMember as of 2024-09-30, but the specific dollar amount is not provided in this snippet.

How does Blue Owl Capital Corp.'s investment portfolio composition compare between Q3 2024 and Q3 2023?

The filing provides data points for us-gaap:InvestmentUnaffiliatedIssuerMember for both 2024-09-30 and 2023-09-30, suggesting a basis for comparison, though specific figures are not in the snippet.

What was the former name of Blue Owl Capital Corp. and when did the name change occur?

The former company name was Owl Rock Capital Corp, and the date of the name change was 20151016.

What is the fiscal year end for Blue Owl Capital Corp.?

The fiscal year end for Blue Owl Capital Corp. is 1231.

What is the SEC file number for Blue Owl Capital Corp.'s 10-Q filings?

The SEC file number for Blue Owl Capital Corp. is 814-01190.

Filing Stats: 4,617 words · 18 min read · ~15 pages · Grade level 9.8 · Accepted 2024-11-06 16:06:55

Key Financial Figures

Filing Documents

Notes to Consolidated Financial Statements (Unaudited)

Notes to Consolidated Financial Statements (Unaudited) 64 Item 2.

Management's Discussion and Analysis of Financial Condition and Results of Operations

Management's Discussion and Analysis of Financial Condition and Results of Operations 124 Item 3.

Quantitative and Qualitative Disclosures About Market Risk

Quantitative and Qualitative Disclosures About Market Risk 189 Item 4.

Controls and Procedures

Controls and Procedures 190 PART II OTHER INFORMATION Item 1.

Legal Proceedings

Legal Proceedings 191 Item 1A.

Risk Factors

Risk Factors 191 Item 2. Unregistered Sales of Equity Securities and Use of Proceeds 191 Item 3. Defaults Upon Senior Securities 191 Item 4. Mine Safety Disclosures 191 Item 5. Other Information 191 Item 6. Exhibits 192

Signatures

Signatures 193 ii CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS This report contains forward-looking statements that involve substantial risks and uncertainties. Such statements involve known and unknown risks, uncertainties and other factors and undue reliance should not be placed thereon. These forward-looking statements are not historical facts, but rather are based on current expectations, estimates and projections about Blue Owl Capital Corporation (the "Company," "we" or "our"), our current and prospective portfolio investments, our industry, our beliefs and opinions, and our assumptions. Words such as "anticipates," "expects," "intends," "plans," "will," "may," "continue," "believes," "seeks," "estimates," "would," "could," "should," "targets," "projects," "outlook," "potential," "predicts" and variations of these words and similar expressions are intended to identify forward-looking statements. These statements are not guarantees of future performance and are subject to risks, uncertainties and other factors, some of which are beyond our control and difficult to predict and could cause actual results to differ materially from those expressed or forecasted in the forward-looking statements, including without limitation: an economic downturn could impair our portfolio companies' ability to continue to operate, which could lead to the loss of some or all of our investments in such portfolio companies; an economic downturn could disproportionately impact the companies that we intend to target for investment, potentially causing us to experience a decrease in investment opportunities and diminished demand for capital from these companies; the impact of elevated interest and inflation rates, ongoing supply chain and labor market disruptions, including those as a result of strikes, work stoppages or accidents, instability in the U.S. and international banking systems, uncertainties related to the 2024 U.S. presidential election, and the risk of

FINANCIAL INFORMATION

PART I. FINANCIAL INFORMATION

Consolidated Financial Statements

Item 1. Consolidated Financial Statements Blue Owl Capital Corporation Consolidated Statements of Assets and Liabilities (Amounts in thousands, except share and per share amounts) September 30, 2024 (Unaudited) December 31, 2023 Assets Investments at fair value Non-controlled, non-affiliated investments (amortized cost of $ 11,729,785 and $ 11,271,962 , respectively) $ 11,710,694 $ 11,264,956 Non-controlled, affiliated investments (amortized cost of $ 97,711 and $ 19,004 , respectively) 98,967 19,988 Controlled, affiliated investments (amortized cost of $ 1,572,894 , and $ 1,341,236 , respectively) 1,637,875 1,428,404 Total investments at fair value (amortized cost of $ 13,400,390 and $ 12,632,202 , respectively) 13,447,536 12,713,348 Cash (restricted cash of $ 54,553 and $ 87,067 , respectively) 479,477 658,702 Foreign cash (cost of $ 1,826 and $ 946 , respectively) 1,838 956 Interest receivable 121,082 112,260 Receivable from a controlled affiliate 24,244 22,978 Prepaid expenses and other assets 16,603 3,152 Total Assets $ 14,090,780 $ 13,511,396 Liabilities Debt (net of unamortized debt issuance costs of $ 80,810 and $ 81,492 , respectively) $ 7,741,075 $ 7,077,088 Distribution payable 144,380 136,407 Management fee payable 49,264 47,711 Incentive fee payable 39,224 42,217 Payables to affiliates 10,719 3,835 Accrued expenses and other liabilities 144,269 182,745 Total Liabilities 8,128,931 7,490,003 Commitments and contingencies (Note 7) Net Assets Common shares $ 0.01 par value, 500,000,000 shares authorized; 390,217,304 and 389,732,868 shares issued and outstanding, respectively 3,902 3,897 Additional paid-in-capital 5,931,419 5,924,002 Accumulated undistributed (overdistributed) earnings 26,528 93,494 Total Net Assets 5,961,849 6,021,393 Total Liabilities and Net Assets $ 14,090,780 $ 13,511,396 Net Asset Value Per Share $ 15.28 $ 15.45 The accompanying notes are an integral part of these consolidated financial s

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