Oaktree Specialty Lending (OCSL) Retained Earnings (2022 - 2026)
Oaktree Specialty Lending (OCSL) posted Retained Earnings of -$968.9 million for Q1 2026, down 141.23% sequentially from $2.4 billion in Q4 2025, and down 140.93% YoY from $2.4 billion in Q1 2025.
Oaktree Specialty Lending (OCSL) Retained Earnings (2022 - 2026) Analysis & Trends
Oaktree Specialty Lending has reported Retained Earnings for 5 years, with the latest figure at -$968.9 million in Q1 2026.
- Quarterly Retained Earnings fell 140.93% year-over-year to -$968.9 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was -$968.9 million (down 140.93% YoY) and the FY2025 annual result came in at $2.4 billion, up 3.78% from the prior year.
- Retained Earnings eased to -$968.9 million in Q1 2026 per OCSL's latest filing, from $2.4 billion in the prior quarter.
- Over five years, Retained Earnings peaked at $2.4 billion in Q1 2025 and troughed at -$968.9 million in Q1 2026.
- A 5-year average of $845.5 million and a median of $1.8 billion in 2022 frame the typical range for Retained Earnings.
- The sharpest annual moves came in 2023 and 2026: Retained Earnings soared 450.25% in 2023, then sank 140.93% in 2026.
- Over 5 years, Retained Earnings stood at -$628.3 million in 2022, then jumped by 450.25% to $2.2 billion in 2023, then plunged by 137.06% to -$815.5 million in 2024, then jumped by 388.19% to $2.4 billion in 2025, then plunged by 141.23% to -$968.9 million in 2026.
- According to Business Quant data, Retained Earnings over the past three periods registered -$968.9 million, $2.4 billion, and $2.4 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.07 Bn | 165.20 Bn | - | 40.21 Bn |
| 2 | Blackstone | 115.64 Bn | 113.13 Bn | - | -18.65 Mn |
| 3 | Kkr | 98.04 Bn | -179.04 Bn | - | - |
| 4 | Brookfield | 93.64 Bn | 46.23 Bn | - | - |
| 5 | Brookfield Asset Management | 84.00 Bn | 82.50 Bn | - | -950.00 Mn |
| 6 | Apollo Global Management | 79.05 Bn | 53.68 Bn | 10.54 Bn | 16.67 Bn |
| 7 | Ameriprise Financial | 51.33 Bn | 40.28 Bn | 4.72 Bn | 29.38 Bn |
| 8 | State Street | 51.16 Bn | 51.16 Bn | - | - |
| 9 | Raymond James Financial | 33.94 Bn | 20.68 Bn | - | 14.98 Bn |
| 10 | Oaktree Specialty Lending | 1.15 Bn | 1.11 Bn | - | 2.35 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 2.35 Bn |
| Mar 31, 2026 | -968.89 Mn |
| Dec 31, 2025 | 2.35 Bn |
| Sep 30, 2025 | 2.35 Bn |
| Jun 30, 2025 | 2.37 Bn |
| Mar 31, 2025 | 2.37 Bn |
| Dec 31, 2024 | -815.46 Mn |
| Sep 30, 2024 | 2.26 Bn |
| Jun 30, 2024 | -769.14 Mn |
| Mar 31, 2024 | -725.08 Mn |
| Dec 31, 2023 | 2.20 Bn |
| Sep 30, 2023 | 2.17 Bn |
| Jun 30, 2023 | -654.86 Mn |
| Mar 31, 2023 | -649.15 Mn |
| Dec 31, 2022 | -628.28 Mn |
| Sep 30, 2022 | 1.83 Bn |