OWL Earnings

OWL reported its earnings on 2026-04-30, showcasing a revenue of 753.81M against an estimate of 698.56M, resulting in a 7.91% surprise. The EPS was 0.19, surpassing the expected 0.19 by 0%. The stock experienced a 9.8% price change on the earnings day and a 21.06% change over the next five days, reflecting market reactions to the results.

Following OWL's earnings announcement on 2026-04-30, the stock price moved by 9.8% on the day of the release. Over the subsequent five days, it saw a 21.06% change. Historically, OWL's stock price tends to shift by an average of 4.99% in the 10 days leading up to earnings and 0.29% in the 10 days following, providing insight into potential market.

For 2026/Q2, analysts estimate OWL's annual revenue to reach 774.97M, while the EPS is projected at 0.24. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between OWL's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, OWL's stock price typically moves by 4.99% in the 10 days before its earnings and 0.29% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of 0.24 and revenue of 774.97M.

The earnings call shows strong financial performance with significant year-over-year growth in revenue, AUM, and distributable earnings. The company is also seeing operational efficiencies and increased management fees, which contribute to a positive outlook. However, the lack of discussion on operational updates and strategic initiatives, along with the acknowledgment of risks in forward-looking statements, slightly tempers the optimism. Nevertheless, the overall sentiment is positive, driven by strong financial metrics and growth.