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Did Golub Capital BDC Beat Earnings?
Golub Capital BDC (GBDC) reported Q2 '26 revenue of $160M, down 22.4% year-over-year, with reported EPS of $0.34. That topped the $0.33 analyst estimate by 3.0% — an earnings beat.
AltIndex tracks earnings alongside 25+ alternative data signals that can move ahead of the report — Golub Capital BDC’s job postings, web traffic, and employee business outlook. See the full GBDC stock analysis or the earnings calendar for upcoming reports.
GBDC Earnings Surprise History (EPS vs. Estimate)
| Quarter | Estimated EPS | Reported EPS | Surprise |
|---|---|---|---|
| Q2 '26 | $0.33 | $0.34 | Beat +3.0% |
| Q1 '26 | $0.36 | $0.33 | Missed -8.3% |
| Q4 '25 | $0.38 | $0.37 | Missed -2.6% |
| Q3 '25 | $0.38 | $0.38 | Met +0.0% |
| Q2 '25 | $0.38 | $0.38 | Met +0.0% |
| Q1 '25 | $0.41 | $0.37 | Missed -9.8% |
Golub Capital BDC Quarterly Financial Trends
| Metric | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 196M | 239M | 192M | 206M | 172M | 207M | 176M | 160M |
| Gross margin | 82.8% | 83.4% | 79.2% | 80.2% | 60.6% | 80.9% | 77.6% | 77.3% |
| Operating margin | 80.5% | 81.2% | 76.4% | 77.4% | 55.8% | 78.3% | 9.8% | 75.9% |
| Net income | 95M | 111M | 79M | 90M | 96M | 65M | -47M | 32M |
| Net margin | 48.6% | 46.6% | 41.1% | 43.8% | 55.9% | 31.5% | -26.5% | 20.0% |
| EPS | $0.45 | $0.37 | $0.37 | $0.38 | $0.38 | $0.37 | $0.33 | $0.34 |
Golub Capital BDC Earnings Trend Analysis
Over the eight quarters from Q3 '24 to Q2 '26, Golub Capital BDC’s quarterly revenue moved from $196M to $160M. Net margin compressed from 48.6% to 20%, against a 77.3% gross margin in the most recent quarter — a read on whether revenue growth is translating into profit. Golub Capital BDC has beaten Wall Street EPS estimates in 4 of its last 8 reported quarters.
When Is Golub Capital BDC’s Next Earnings Date?
Golub Capital BDC reports earnings on a quarterly schedule. Its most recent report covered Q2 '26. For the confirmed upcoming date — and every other company reporting soon — see the GBDC earnings calendar.
Frequently Asked Questions: Golub Capital BDC Earnings
Golub Capital BDC's next earnings date has not been confirmed yet. See the earnings calendar for all upcoming reports.
Golub Capital BDC reported Q2 '26 EPS of $0.34 on revenue of $160M (-22.4% YoY). Golub Capital BDC beat estimates, reporting $0.34 vs. the $0.33 estimate.
Golub Capital BDC reported Q2 '26 revenue of $160M, down 22.4% from the same quarter a year earlier.
Signals like job postings, web traffic, and employee sentiment reflect business activity in real time and can move before quarterly results are reported. AltIndex combines them with 25+ others in the GBDC AI Score.
