Oaktree Specialty Lending (OCSL) Investment Income (2021 - 2026)
Oaktree Specialty Lending (OCSL) posted Investment Income of -$53.3 million for Q1 2026, down 71.25% sequentially from -$31.1 million in Q4 2025, and up 52.61% YoY from -$34.9 million in Q1 2025.
Oaktree Specialty Lending (OCSL) Investment Income (2021 - 2026) Analysis & Trends
Oaktree Specialty Lending has reported Investment Income for 6 years, with the latest figure at -$53.3 million in Q1 2026.
- Quarterly Investment Income rose 52.61% year-over-year to -$53.3 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was -$304.2 million (up 6.18% YoY) and the FY2025 annual result came in at -$118.7 million, down 1.34% from the prior year.
- Investment Income retreated to -$53.3 million in Q1 2026 per OCSL's latest filing, from -$31.1 million in the prior quarter.
- Over five years, Investment Income peaked at -$25.6 million in Q4 2022 and troughed at -$112.4 million in Q1 2025.
- A 5-year average of -$60.9 million and a median of -$53.3 million in 2026 frame the typical range for Investment Income.
- The sharpest annual moves came in 2022 and 2026: Investment Income plunged 460.41% in 2022, then jumped 52.61% in 2026.
- Over 5 years, Investment Income stood at -$25.6 million in 2022, then plunged by 31.28% to -$33.7 million in 2023, then retreated by 10.13% to -$37.1 million in 2024, then advanced by 16.1% to -$31.1 million in 2025, then plunged by 71.25% to -$53.3 million in 2026.
- According to Business Quant data, Investment Income over the past three periods registered -$53.3 million, -$31.1 million, and -$107.5 million for Q1 2026, Q4 2025, and Q2 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Inv. Income (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | - |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | - |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | - |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | - |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | - |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | - |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | - |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | - |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | - |
| 10 | Oaktree Specialty Lending | 1.15 Bn | 1.11 Bn | - | -1.58 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | -1.58 Mn |
| Mar 31, 2026 | -53.25 Mn |
| Dec 31, 2025 | -31.10 Mn |
| Jun 30, 2025 | -107.50 Mn |
| Mar 31, 2025 | -112.37 Mn |
| Dec 31, 2024 | -37.06 Mn |
| Jun 30, 2024 | -109.14 Mn |
| Mar 31, 2024 | -65.68 Mn |
| Dec 31, 2023 | -33.65 Mn |
| Jun 30, 2023 | -61.82 Mn |
| Mar 31, 2023 | -50.09 Mn |
| Dec 31, 2022 | -25.64 Mn |
| Jun 30, 2022 | -78.20 Mn |
| Mar 31, 2022 | -25.66 Mn |
| Dec 31, 2021 | 7.11 Mn |