Chicago Atlantic BDC

Q2 FY2026 EarningsQ2 FY26 results missed consensus estimates across top and bottom lines: total investment income was $14.0M vs. $16.2M expected, while GAAP EPS of $0.27 fell short of the $0.40 consensus. The shortfall was primarily driven by lower-than-anticipated investment fundings ($2.7M) and significant repayments ($26.7M), which reduced the overall portfolio fair value to $334.8M. Despite the miss, credit quality remains robust with zero non-accruals and a high weighted average yield on debt of 16.0%.