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Growth Metrics

Oaktree Specialty Lending (OCSL) Investment Income (2021 - 2026)

Oaktree Specialty Lending recorded quarterly Investment Income of -$53.3 million in Q1 2026, down 71.25% quarter-over-quarter from -$31.1 million in Q4 2025, and up 29.29% year-over-year from -$41.2 million in Q1 2025.

Oaktree Specialty Lending's Investment Income history runs 6 years deep, the most recent figure standing at -$53.3 million for Q1 2026.

  • In Q1 2026, Investment Income rose 29.29% year-over-year to -$53.3 million; the TTM figure through Mar 2026 stood at -$90.7 million (up 44.64% YoY), while the FY2025 annual figure was -$118.7 million, down 1.34% from the prior year.
  • Investment Income came in at -$53.3 million for Q1 2026 at Oaktree Specialty Lending, down from -$31.1 million in the prior quarter.
  • In the past five years, Investment Income ranged from a high of $4.9 million in Q2 2025 to a low of -$78.2 million in Q2 2022.
  • A 5-year average of -$30.0 million and a median of -$25.7 million in 2022 frame the typical range for Investment Income.
  • Across the five-year window, Investment Income tumbled 460.41% in 2022 and surged 111.21% in 2025, its largest moves.
  • Oaktree Specialty Lending's Investment Income stood at -$25.6 million in 2022, then tumbled by 31.28% to -$33.7 million in 2023, then fell by 10.13% to -$37.1 million in 2024, then gained by 16.1% to -$31.1 million in 2025, then tumbled 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 -$11.2 million for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Inv. Income (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - -
2 Blackstone 92.68 Bn 91.63 Bn - -
3 Kkr 84.94 Bn 132.45 Bn - -
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - -
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn -
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn -
8 Northern Trust 31.21 Bn 31.21 Bn - -
9 Ares Management 28.85 Bn 32.22 Bn - -
10 Oaktree Specialty Lending 1.06 Bn 1.01 Bn - -53.25 Mn

Historic Data

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DateValue
Mar 31, 2026 -53.25 Mn
Dec 31, 2025 -31.10 Mn
Sep 30, 2025 -11.22 Mn
Jun 30, 2025 4.87 Mn
Mar 31, 2025 -75.30 Mn
Dec 31, 2024 -37.06 Mn
Sep 30, 2024 -8.01 Mn
Jun 30, 2024 -43.46 Mn
Mar 31, 2024 -32.03 Mn
Dec 31, 2023 -33.65 Mn
Sep 30, 2023 -1.55 Mn
Jun 30, 2023 -11.73 Mn
Mar 31, 2023 -24.46 Mn
Dec 31, 2022 -25.64 Mn
Sep 30, 2022 -22.65 Mn
Jun 30, 2022 -78.20 Mn
Mar 31, 2022 -25.66 Mn
Dec 31, 2021 7.11 Mn