A ARCC

Ares Capital Corp

$18.09

+2.03% (+$0.36)

Volume 6.67M

52W High $23.42

52W Low $17.40

Market Cap $13.96B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$0.49

Whisper EPS

$0.48

1.2% below consensus

Last Quarter

$0.50

Current Streak

2 Meets

Avg Surprise (4Q)

-0.53%

Next Earnings Report

Reports in 21 days

Report Date Apr 28, 2026

Time BMO

Whisper Spread -1.25%

Consensus Estimate

$0.49

Official analyst average

Whisper Number

$0.48

What traders expect

Cautious Sentiment: The whisper number is 1.2% below consensus, suggesting traders are skeptical. Meeting consensus may not be enough to satisfy the market.

Price Chart

EPS History: Consensus vs Actual

Last 12 quarters

Price Movement Around Earnings

Q4 2025 Feb 4, 2026

1-Day: -3.94%

5-Day: -0.41%

Q3 2025 Oct 29, 2025

1-Day: -2.23%

5-Day: -0.97%

Q2 2025 Jul 29, 2025

1-Day: +0.40%

Q1 2025 Apr 29, 2025

1-Day: -0.05%

Revenue & Financial Performance

Revenue Whisper

$569.0M

TWN Proprietary Estimate

Last Quarter Revenue

$635.0M

+12.0% YoY

Gross Margin

70.4%

Net Margin: 46.1%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q4'25	$635.0M	+12.0%	70.4%	83.3%	$293.0M
Q3'25	$655.0M	+6.9%	70.2%	65.8%	$404.0M
Q2'25	$579.0M	+8.8%	70.3%	65.3%	$361.0M
Q1'25	$446.0M	-30.2%	61.4%	55.6%	$241.0M
Q4'24	$567.0M	-3.6%	69.3%	65.3%	$357.0M
Q3'24	$613.0M	-7.1%	70.5%	66.2%	$394.0M
Q2'24	$532.0M	+8.8%	69.9%	65.2%	$322.0M
Q1'24	$639.0M	+49.0%	77.5%	71.4%	$449.0M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q4 2025	Feb 4, 2026	$0.50	$0.48	$0.50	+0.38%	Beat
Q3 2025	Oct 29, 2025	$0.50	$0.49	$0.50	+0.00%	Beat
Q2 2025	Jul 29, 2025	$0.51	$0.50	$0.50	-1.96%	Met
Q1 2025	Apr 29, 2025	$0.54	$0.53	$0.50	-7.41%	Missed
Q4 2024	Feb 5, 2025	$0.58	$0.59	$0.55	-5.17%	Missed
Q3 2024	Oct 30, 2024	$0.59	$0.61	$0.58	-1.69%	Missed
Q2 2024	Jul 30, 2024	$0.58	$0.60	$0.61	+5.17%	Beat
Q1 2024	May 1, 2024	$0.60	$0.61	$0.59	-1.67%	Missed
Q4 2023	Feb 7, 2024	$0.60	$0.62	$0.63	+5.00%	Beat
Q3 2023	Oct 24, 2023	$0.58	$0.60	$0.59	+1.72%	Missed
Q2 2023	Jul 25, 2023	$0.57	$0.59	$0.58	+1.75%	Missed
Q1 2023	Apr 25, 2023	$0.59	$0.61	$0.57	-3.39%	Missed