# Oaktree Specialty (OCSL) — Earnings

OCSL · NASDAQ · Stock

Canonical page: https://www.lighthorse.io/tickers/ocsl/earnings

## Most recent quarter

| Metric | Value |
| --- | --- |
| Fiscal period | Q3 2026 |
| Period end | Jun 30, 2026 |
| EPS actual | $0.37 |
| EPS estimate | $0.36 |
| EPS surprise | +3.47% |
| Revenue surprise | +0.05% |
| Revenue | $69.4M |
| Revenue estimate | $69.4M |
| Reported | Aug 5, 2026 |
| SEC filing | [View filing](https://www.sec.gov:443/Archives/edgar/data/1414932/000141493226000017/ocsl-20260630.htm) |
| Earnings call | [Transcript](http://o.thsi.cn/dc-d-stock-america.teleconference/3baa191a-f590-cb4f-743a-0f0795a1c48d.html) |

Oaktree Specialty Lending reported fiscal Q3 2026 results on August 5, 2026. Earnings per share were $0.37, ahead of the $0.36 estimate by 3.47%. Revenue was $69.4 million, in line with the $69.4 million consensus. Compared with Q3 2025, EPS slipped from $0.38 and revenue fell about 7.8% from $75.3 million.

The fiscal year ends in September, with Q4 reported in November. Annual EPS rose from $2.10 in fiscal 2022 to $2.51 in fiscal 2023, then fell to $2.22 in 2024 and $1.78 in 2025. The first three quarters of fiscal 2026 add up to $1.18, about 14% less than the same period a year earlier. Q3 2026 EPS is the lowest in the table, and quarterly revenue is about 32% below the $101.9 million peak of late 2023. The company beat the EPS estimate in each of the last four quarters, after missing in eight of the nine before them. Over all 20 quarters shown, it beat 10 times and missed 10 times.

Fiscal Q4 results came out between November 14 and November 19 in each of the past five years. That points to mid-November 2026 for the next report, which will complete the fiscal 2026 total.

## Earnings history

| Fiscal period | Report date | EPS estimate | EPS actual | Surprise | Revenue estimate | Revenue actual |
| --- | --- | --- | --- | --- | --- | --- |
| Q3 2026 | Aug 5, 2026 | $0.36 | $0.37 | 3.47% | $69.4M | $69.4M |
| Q2 2026 | May 5, 2026 | $0.37 | $0.39 | 6.59% | $74.4M | $69.7M |
| Q1 2026 | Feb 4, 2026 | $0.38 | $0.42 | 11.35% | $74.7M | $74.5M |
| Q4 2025 | Nov 18, 2025 | $0.39 | $0.41 | 6.19% | $76.5M | $76.9M |
| Q3 2025 | Aug 5, 2025 | $0.45 | $0.38 | -15.03% | $79.1M | $75.3M |
| Q2 2025 | May 1, 2025 | $0.51 | $0.45 | -11.49% | $84.8M | $77.2M |
| Q1 2025 | Feb 4, 2025 | $0.53 | $0.54 | 1.52% | $90.4M | $86.6M |
| Q4 2024 | Nov 19, 2024 | $0.56 | $0.55 | -1.03% | $97.2M | $94.7M |
| Q3 2024 | Aug 1, 2024 | $0.56 | $0.54 | -4.15% | $99.4M | $95.0M |
| Q2 2024 | Apr 30, 2024 | $0.57 | $0.56 | -2.25% | $99.6M | $94.0M |
| Q1 2024 | Feb 1, 2024 | $0.61 | $0.57 | -6.80% | $99.6M | $98.0M |
| Q4 2023 | Nov 14, 2023 | $0.63 | $0.62 | -1.62% | $103.0M | $101.9M |
| Q3 2023 | Aug 3, 2023 | $0.64 | $0.63 | -0.79% | $102.7M | $101.9M |
| Q2 2023 | May 4, 2023 | $0.63 | $0.63 | 0.32% | $92.2M | $96.3M |
| Q1 2023 | Feb 7, 2023 | $0.61 | $0.63 | 2.84% | $73.2M | $77.4M |
| Q4 2022 | Nov 15, 2022 | $0.56 | $0.54 | -3.45% | $64.5M | $70.1M |
| Q3 2022 | Aug 4, 2022 | $0.54 | $0.51 | -5.64% | $61.0M | $60.9M |
| Q2 2022 | May 5, 2022 | $0.51 | $0.54 | 5.94% | $57.8M | $64.3M |
| Q1 2022 | Feb 3, 2022 | $0.50 | $0.51 | 3.01% | $56.3M | $64.9M |
| Q4 2021 | Nov 16, 2021 | $0.45 | $0.48 | 6.88% | $49.9M | $63.8M |

## Frequently Asked Questions

### When did Oaktree Specialty (OCSL) last report earnings?

Oaktree Specialty last reported on Aug 5, 2026, covering fiscal Q3 2026.

### Did OCSL beat earnings estimates?

Yes. Oaktree Specialty reported EPS of $0.37 for Q3 2026 against a $0.36 estimate — a 3.47% beat.

### How much revenue did OCSL report last quarter?

Oaktree Specialty reported $69.4M in revenue for Q3 2026, against a consensus estimate of $69.4M.

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Earnings figures may be restated, revised or corrected by the issuer. Past results do not indicate future performance.

This page is for informational purposes only. Nothing on it is a recommendation, solicitation or offer to buy or sell any security, nor investment, legal or tax advice. Light Horse Securities Inc does not verify third-party data and is not responsible for its accuracy, completeness or timeliness.

Data provided by [AInvest](https://www.ainvest.com).
