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Financial statements

Oaktree Specialty Lending Corp financial statements

Income statement, balance sheet and cash flow statement for the last 5 fiscal years, taken from the XBRL data Oaktree Specialty Lending Corp files with the SEC in its annual reports.

In USD millions, except per-share amounts. Outflows in the cash flow statement are negative.

Income statement

FY2021FY2023FY2023FY2024FY2025
General and administrative2.732.993.532.653.56
Interest expense30.546.9112129116
Income tax0.71.30.1
Net income23729.211757.933.9
EPS, basic4.390.481.630.720.39
EPS, diluted4.390.481.630.720.39
Shares, basic (weighted)5460.772.180.486.1
Shares, diluted (weighted)5460.772.180.486.1

Balance sheet

FY2021FY2023FY2023FY2024FY2025
Cash and equivalents29.323.51366479.6
Total assets2,6463,2183,1983,003
Total liabilities1,4011,7021,7111,537
Total debt1,3011,6011,6391,487
Paid-in capital1,8282,1662,2642,350
Retained earnings-583-651-777-885
Shareholders' equity1,3131,2461,5161,4881,466
Total equity1,3131,2461,5161,4881,466
Total liabilities and equity2,6463,2183,1983,003
Shares outstanding60.161.177.282.288.1

Cash flow statement

FY2021FY2023FY2023FY2024FY2025
Net income23729.211757.933.9
Deferred income tax0.13-0.971.67-0.010.27
Change in payables-0.430.68-53.1-0.46-1.95
Cash from operations-23122.422919.1228
Stock issued020.81.3792.72.96
Share buybacks-2.17-1.86-2.42-1.55-10.7
Dividends paid-79.9-115-180-177-148
Cash from financing224-26.8-110-86.8-229
Exchange rate effect-1.13-0.850.830.72.06
Net change in cash-7.46-5.27119-671.09
Interest paid2439.298.2122110

Key metrics

Worked out from the statements above. Latest values use the trailing twelve months to June 30, 2026; growth uses fiscal years. Valuation uses the share price of $12.10 on September 25, 2026.

Profitability

MetricValueHow it is calculated
Return on equity (ROE)3.1%Net income / average shareholders' equity (opening and closing). Not shown when equity is negative.
Return on assets (ROA)1.5%Net income / average total assets.

Growth

MetricValueHow it is calculated
Net income growth, 1y-41.4%Net income vs the same period a year earlier. Only from a positive base.
Net income CAGR, 3y5.1%Compound annual growth of net income over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
EPS growth, 1y-45.8%EPS vs the same period a year earlier. Only from a positive base.
EPS CAGR, 3y-6.7%Compound annual growth of eps over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Operating cash flow growth, 1y1,097.0%Operating cash flow vs the same period a year earlier. Only from a positive base.
Operating cash flow CAGR, 3y116.9%Compound annual growth of operating cash flow over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Book value growth, 1y-1.5%Book value vs the same period a year earlier. Only from a positive base.
Book value CAGR, 3y5.6%Compound annual growth of book value over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Total assets growth, 1y-6.1%Total assets vs the same period a year earlier. Only from a positive base.
Total assets CAGR, 3y4.3%Compound annual growth of total assets over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Share count change, 1y7.0%Change in diluted weighted shares vs a year earlier. Negative means buybacks shrank the share count; positive means dilution.
Share count change per year, 3y12.3%Change in diluted weighted shares, per year over 3 years. Negative means buybacks shrank the share count; positive means dilution.

Balance sheet health

MetricValueHow it is calculated
Debt / equity1.04xTotal debt / shareholders' equity. Not shown when equity is negative.
Debt / assets50.3%Total debt / total assets.
Liabilities / assets51.6%Total liabilities / total assets.
Net debt$1.40BTotal debt - cash - short-term investments. Negative means more cash than debt.
Tangible book value$1.38BShareholders' equity - goodwill - intangible assets.

Per share

MetricValueHow it is calculated
EPS, diluted$0.48Net income per diluted share, as reported (split-adjusted). Over the last twelve months: the four quarters summed, or net income / latest diluted shares when a quarter has no reported EPS.
Operating cash flow per share$1.20Cash from operations / diluted weighted shares.
Book value per share$15.70Shareholders' equity / shares outstanding (diluted weighted shares when not reported).
Tangible book per share$15.70Tangible book value / shares outstanding.
Cash per share$0.45(Cash + short-term investments) / shares outstanding.
Payout ratio310.4%Dividends paid / net income, when net income is positive.

Valuation

MetricValueHow it is calculated
Market cap$1.07BShare price x shares outstanding.
Enterprise value$2.46BMarket cap + total debt - cash - short-term investments.
P/E25.2xMarket cap / net income. Only when net income is positive.
P/B0.77xMarket cap / shareholders' equity. Only when equity is positive.
Price / tangible book0.77xMarket cap / tangible book value, when positive.
P/OCF10.0xMarket cap / cash from operations, when positive.
Earnings yield4.0%Net income / market cap (the inverse of P/E).
Dividend yield12.3%Dividends paid over the period / market cap.
Shareholder yield12.7%(Dividends paid + share buybacks) / market cap.
Was Oaktree Specialty Lending Corp profitable in fiscal 2025?

Yes. Net income was $33.9M, a net margin of -.

Source: SEC EDGAR XBRL company facts. Where a company tags only year-to-date figures, quarters are worked out as differences. Where a line is not tagged it is left empty, never estimated.

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