OW
Blue Owl Capital Inc. Class A
OWL · Blue Owl Capital Inc. Class A · Financials
Up next day
4/12
33%
Fell despite growth
5/12
Good earnings ignored
Avg earnings move
±2.8%
typical swing on earnings
Price when beating
-1.5%
avg over 7 beats
Biggest single move
+6.6%
'23.9 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Even strong results barely move the stock
Up the next day 2 of 7 beats (29%)
Reaction is erratic and hard to predict
Avg -1.5% on a beat, +0.6% on a miss
vs Financials sector avg (202 peers)
This
-0.6%
Sector
+0.3%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
This stock reacts more to guidance & expectations than the reported number
Moved opposite to results 7 of last 12 times (58%)
5xBeat but fell
Even a beat sells off if guidance disappoints
2xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Oct 29Before open
'26.9 expectedEst. EPS $0.23
Quarter ended 6/2026
Reported 2026-07-30
Next-day move
+1.4%
After 5 days +12.8%
vs Consensus$0.22→$0.22+1.8% beat
EPS
$0.22
YoY +5%
Revenue
$0.8B
YoY +7%
Next-Q guidance
—
N/A
Price around earnings
+17% run-up before
Earnings trend · last 12 quarters
EPS$0.22YoY +5%
'23.9'26.6
Revenue$0.8BYoY +7%
'23.9'26.6
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
1x8%
Met expectations
good · up ↑
3x25%
Disappointment
weak · down ↓
1x8%
Good earnings ignored
good · down ↓
7x58%
← ← Weak earningsStrong earnings → →
Even on good earnings, the price often fell — earnings poorly reflected · 7 of 12q (58%)
Community · OWL
What do you think of this stock's earnings pattern?
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