Blue Owl Capital Corporation (OBDC) Q2 2025 Earnings Call Transcript

Blue Owl Capital Corporation (NYSE:OBDC) Q2 2025 Earnings Conference Call August 7, 2025 10:00 AM ET

Company Participants

Craig William Packer – CEO & Director
Jonathan Lamm – CFO & COO
Logan Joseph Nicholson – Senior Managing Director
Michael Mosticchio – Head of Investor Relations

Conference Call Participants

Arren Saul Cyganovich – Truist Securities, Inc., Research Division
Brian J. Mckenna – Citizens JMP Securities, LLC, Research Division
Casey Jay Alexander – Compass Point Research & Trading, LLC, Research Division
Finian Patrick O’Shea – Wells Fargo Securities, LLC, Research Division
Mickey Max Schleien – Ladenburg Thalmann & Co. Inc., Research Division
Paul Conrad Johnson – Keefe, Bruyette, & Woods, Inc., Research Division
Robert James Dodd – Raymond James & Associates, Inc., Research Division

Operator

Good morning, everyone, and welcome to Blue Owl Capital Corporation Second Quarter 2025 Earnings Call. As a reminder, this call is being recorded. At this time, I’d like to turn the call over to Mike Mosticchio, Head of BDC Investor Relations. Please go ahead.

Michael Mosticchio

Thank you, operator, and welcome to Blue Owl Capital Corporation’s Second Quarter 2025 Earnings Conference Call. Yesterday, Blue Owl Capital Corporation issued its earnings release and posted an earnings presentation for the second quarter ended June 30, 2025.

These should be reviewed in connection with the company’s 10-Q filed yesterday with the SEC. All materials referenced during today’s call, including the earnings press release, earnings presentation and 10-Q are available on the Investors section of the company’s website at bluelowlcapitalcorporation.com.

Joining us on the call today are Craig Packer, Chief Executive Officer; Logan Nicholson, President; and Jonathan Lamm, Chief Financial Officer. I’d like to remind listeners that remarks made during today’s call may contain forward-looking statements, which are not guarantees of future performance or results and involve a number of risks and uncertainties that are outside of the