Ares Capital Corporation · ARCC · Next earnings

Ares Capital Corporation reports Tuesday, Oct 27, 2026

ARCC reports before market open with consensus EPS at $0.48 and revenue at $776.3M. Last quarter: ARCC: MFIC Deal Expands Scale as Origination Slows

Reports Before market open0 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $0.48 Calendar consensus
Consensus revenue $776.3M Calendar consensus
Report date Oct 27, 2026 Tuesday, date estimated
Session Before market open 0 days away

Where ARCC left off: FY2026 Q3

Full report

ARCC: MFIC Deal Expands Scale as Origination Slows

EPS surprise — Reported — vs $0.48
Revenue surprise — Reported — vs $776.3M
Stock move -0.3% Event window
Subsequent drift 0.0% Up to 20 sessions

Management sentiment was maintained: dividend stability remains a priority, while the MFIC acquisition, funding capacity and higher rates shape the forward outlook.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Market volatility or extended transaction timelines could delay originations.
  • MFIC integration could affect non-accrual rates and maturity-wall exposure.
  • Floating-rate earnings and funding conditions remain sensitive to interest-rate changes.

Questions analysts left open

  • Whether the MFIC acquisition will add liquidity beyond capital recycling and deliver expected accretion.
  • Potential effects of integration on non-accrual rates and maturity-wall exposure.
  • Origination timing as market volatility and longer transaction timelines weigh on near-term activity.

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Recent ARCC quarters

All ARCC earnings
-0.3%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.