Spoken Alpha
OCSL
Oaktree Specialty Lending Corp
Overview
Oaktree Specialty Lending Corporation provides customized credit solutions to middle-market companies with limited access to public capital markets.
Oaktree Specialty Lending Corp is a Financial Services company operating in Asset Management with a $1.02B market cap.
Most recent reported earnings: Q2 FY2026 (Aug 3, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-02-049 Q&A exchanges
- Q4 FY2025Earnings2025-11-186 Q&A exchanges
- Q3 FY2025Earnings2025-08-058 Q&A exchanges
- Q2 FY2025Earnings2025-05-018 Q&A exchanges
- Q1 FY2025Earnings2025-02-0413 Q&A exchanges
- Q4 FY2024Earnings2024-11-197 Q&A exchanges
- Q3 FY2024Earnings2024-08-015 Q&A exchanges
- Q2 FY2024Earnings2024-04-3014 Q&A exchanges
- Q1 FY2024Earnings2024-02-0120 Q&A exchanges
- Q4 FY2023Earnings2023-11-149 Q&A exchanges
- Q3 FY2023Earnings2023-08-0318 Q&A exchanges
- Q2 FY2023Earnings2023-05-0418 Q&A exchanges
- Q1 FY2023Earnings2023-02-0719 Q&A exchanges
- Q4 FY2022Earnings2022-11-1511 Q&A exchanges
- Q3 FY2022Earnings2022-08-0410 Q&A exchanges
- Q2 FY2022Earnings2022-05-0513 Q&A exchanges
- Q1 FY2022Earnings2022-02-0311 Q&A exchanges
- Q4 FY2021Earnings2021-11-169 Q&A exchanges
- Q3 FY2021Earnings2021-08-0512 Q&A exchanges
- Q2 FY2021Earnings2021-05-0611 Q&A exchanges
- Q1 FY2021Earnings2021-02-0417 Q&A exchanges
History
Earnings history
- Q2 FY20262026-08-03EPS— vs $0.36—Rev— vs ——EODHD
- Q1 FY20262026-05-04EPS$0.38 vs $0.37+2.7%Rev$56.8M vs ——EODHD
- Q4 FY20252025-11-17EPS$0.40 vs $0.39+2.6%Rev$84.3M vs ——EODHD
- Q3 FY20252025-08-04EPS$0.37 vs $0.45-17.8%Rev$67.4M vs ——EODHD
- Q2 FY20252025-04-30EPS$0.45 vs $0.49-8.2%Rev$-12.0M vs ——EODHD
- Q1 FY20252025-02-03EPS$0.54 vs $0.540.0%Rev$33.7M vs ——EODHD
- Q4 FY20242024-11-18EPS$0.55 vs $0.56-1.8%Rev$68.5M vs ——EODHD
- Q3 FY20242024-07-31EPS$0.54 vs $0.56-3.6%Rev$31.6M vs ——EODHD
- Q2 FY20242024-04-29EPS$0.56 vs $0.58-3.5%Rev$42.1M vs ——EODHD
- Q1 FY20242024-01-31EPS$0.57 vs $0.61-6.6%Rev$44.0M vs ——EODHD
- Q4 FY20232023-11-13EPS$0.62 vs $0.63-1.6%Rev$81.4M vs ——EODHD
- Q3 FY20232023-08-02EPS$0.62 vs $0.63-1.6%Rev$68.7M vs ——EODHD
- Q2 FY20232023-05-03EPS$0.62 vs $0.63-1.6%Rev$51.4M vs ——EODHD
- Q1 FY20232023-02-06EPS$0.61 vs $0.610.0%Rev$35.4M vs ——EODHD
- Q4 FY20222022-11-14EPS$0.54 vs $0.55-1.8%Rev$32.8M vs ——EODHD
- Q3 FY20222022-08-03EPS$0.51 vs $0.54-5.6%Rev$-23.9M vs ——EODHD
- Q2 FY20222022-05-04EPS$0.54 vs $0.51+5.9%Rev$25.6M vs ——EODHD
- Q1 FY20222022-02-02EPS$0.51 vs $0.50+2.0%Rev$51.5M vs ——EODHD
- Q4 FY20212021-11-15EPS$0.48 vs $0.45+6.7%Rev$48.0M vs ——EODHD
- Q3 FY20212021-08-04EPS$0.57 vs $0.41+39.0%Rev$59.2M vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-08-03 | — | $0.36 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-05-04 | $0.38 | $0.37 | +2.7% | $56.8M | — | — | EODHD |
| Q4 FY2025 | 2025-11-17 | $0.40 | $0.39 | +2.6% | $84.3M | — | — | EODHD |
| Q3 FY2025 | 2025-08-04 | $0.37 | $0.45 | -17.8% | $67.4M | — | — | EODHD |
| Q2 FY2025 | 2025-04-30 | $0.45 | $0.49 | -8.2% | $-12.0M | — | — | EODHD |
| Q1 FY2025 | 2025-02-03 | $0.54 | $0.54 | 0.0% | $33.7M | — | — | EODHD |
| Q4 FY2024 | 2024-11-18 | $0.55 | $0.56 | -1.8% | $68.5M | — | — | EODHD |
| Q3 FY2024 | 2024-07-31 | $0.54 | $0.56 | -3.6% | $31.6M | — | — | EODHD |
| Q2 FY2024 | 2024-04-29 | $0.56 | $0.58 | -3.5% | $42.1M | — | — | EODHD |
| Q1 FY2024 | 2024-01-31 | $0.57 | $0.61 | -6.6% | $44.0M | — | — | EODHD |
| Q4 FY2023 | 2023-11-13 | $0.62 | $0.63 | -1.6% | $81.4M | — | — | EODHD |
| Q3 FY2023 | 2023-08-02 | $0.62 | $0.63 | -1.6% | $68.7M | — | — | EODHD |
| Q2 FY2023 | 2023-05-03 | $0.62 | $0.63 | -1.6% | $51.4M | — | — | EODHD |
| Q1 FY2023 | 2023-02-06 | $0.61 | $0.61 | 0.0% | $35.4M | — | — | EODHD |
| Q4 FY2022 | 2022-11-14 | $0.54 | $0.55 | -1.8% | $32.8M | — | — | EODHD |
| Q3 FY2022 | 2022-08-03 | $0.51 | $0.54 | -5.6% | $-23.9M | — | — | EODHD |
| Q2 FY2022 | 2022-05-04 | $0.54 | $0.51 | +5.9% | $25.6M | — | — | EODHD |
| Q1 FY2022 | 2022-02-02 | $0.51 | $0.50 | +2.0% | $51.5M | — | — | EODHD |
| Q4 FY2021 | 2021-11-15 | $0.48 | $0.45 | +6.7% | $48.0M | — | — | EODHD |
| Q3 FY2021 | 2021-08-04 | $0.57 | $0.41 | +39.0% | $59.2M | — | — | EODHD |
Source: EODHD. OCSL reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks OCSL's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters but stock falls 90% of the time
SampleWhen a company consistently beats but the stock doesn't react, consensus is usually set too low or the buy-side number is materially above sell-side. Watch for guidance walk-downs ahead of the print.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $5.15 | $3.73 | +38.0% | -0.1% | -2.3% |
| Q4 FY2026 | $5.55 | $3.82 | +45.3% | -2.7% | -1.7% |
| Q3 FY2026 | $5.34 | $3.84 | +39.1% | -6.0% | -8.8% |
| Q2 FY2026 | $5.37 | $3.73 | +43.9% | -4.6% | -6.1% |
| Q1 FY2025 | $5.21 | $3.83 | +36.0% | -7.9% | -8.0% |
| Q4 FY2025 | $5.55 | $3.75 | +47.9% | +1.6% | -0.5% |
| Q3 FY2025 | $5.31 | $3.99 | +33.2% | -8.0% | -9.6% |
| Q2 FY2025 | $5.42 | $4.06 | +33.5% | -4.4% | -6.1% |
| Q1 FY2024 | $5.74 | $4.02 | +42.8% | -8.3% | -10.8% |
| Q4 FY2024 | $5.32 | $3.86 | +37.7% | -7.6% | -9.5% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Brett McKeoneCOO6 mono recorded callsCurrentSample
COO since 2025 • 2/4 beats (50%) • guidance suspended Q3 FY2026
- Armen PanossianSee Remarks1 yr 1 mo21 callsCurrentSample
OTHER since 2025 • 3/4 beats (75%) • last guidance cut Q2 FY2026
- Mathew PendoPresident2 yr 9 mo21 callsFormerSample
PRESIDENT since 2022 • 9/16 beats (56%) • last guidance raise Q2 FY2026
- Matthew StewartCOO1 yr 2 mo9 callsFormerSample
COO since 2022 • 13/16 beats (81%) • last call held guidance Q3 FY2026
- Raghav KhannaCo-Chief Investment Officer3 mo4 callsFormerSample
OTHER_C_SUITE since 2024 • 4/8 beats (50%) • last guidance raise Q2 FY2026
- Ashley PakChief Compliance Officer1 yr 4 mono recorded callsFormerSample
OTHER_C_SUITE since 2021 • 14/20 beats (70%) • last guidance raise Q1 FY2026
Peers
Other companies in Financial Services
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for OCSL.
$ curl https://api.spokenalpha.com/v1/companies/OCSLFAQ
Frequently asked about OCSL
Where can I find Oaktree Specialty Lending Corp's (OCSL) earnings call transcripts?
Spoken Alpha indexes OCSL's earnings call transcripts at https://spokenalpha.com/companies/OCSL. Each call links to attributed speakers and parsed analyst Q&A. Oaktree Specialty Lending Corp's own investor relations page is at https://investors.oaktreespecialtylending.com/overview/default.aspx.
When was Oaktree Specialty Lending Corp's most recent earnings call?
Oaktree Specialty Lending Corp (OCSL) held its most recent earnings call on 2026-02-04, covering fiscal Q1 2026.
What sector is OCSL in?
Oaktree Specialty Lending Corp (OCSL) operates in the Financial Services sector (Asset Management industry).