Blue Owl Tech Finance

Q2 FY2026 EarningsQ2 FY2026 results were generally in line with consensus on the top line but showed a beat on earnings. Total investment income reached $338.0M, slightly exceeding the $336.9M consensus (+0.33%), while GAAP EPS of $0.33 beat the $0.30 mean estimate (+9.74%). The portfolio remained stable with NAV per share at $16.48, and credit quality remained strong with non-accruals at a minimal 0.1% of fair value. Net debt-to-equity increased to 0.93x as the company selectively deployed capital in software and technology sectors.