G GBDC

Golub Capital BDC Inc

$12.81

+0.87% (+$0.11)

Volume 1.67M

52W High $15.63

52W Low $11.77

Market Cap $3.75B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$0.36

Whisper EPS

$0.34

5.3% below consensus

Last Quarter

$0.37

Current Streak

2 Misss

Avg Surprise (4Q)

-12.07%

Next Earnings Report

Reports in 27 days

Report Date May 4, 2026

Whisper Spread -5.33%

Consensus Estimate

$0.36

Official analyst average

Whisper Number

$0.34

What traders expect

Cautious Sentiment: The whisper number is 5.3% 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 9, 2026

1-Day: +1.98%

Q4 2025 Feb 4, 2026

1-Day: -5.21%

5-Day: -3.37%

Q3 2025 Nov 17, 2025

1-Day: -0.44%

Q2 2025 Aug 4, 2025

1-Day: +0.54%

Revenue & Financial Performance

Revenue Whisper

$225.0M

TWN Proprietary Estimate

Last Quarter Revenue

$136.9M

-30.1% YoY

Gross Margin

53.5%

Net Margin: 47.7%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q4'25	$136.9M	-30.1%	53.5%	47.7%	$65.2M
Q3'25	$172.3M	+8.7%	60.6%	55.8%	$96.3M
Q2'25	$166.3M	+182.6%	58.9%	54.0%	$90.1M
Q1'25	$154.1M	+12.8%	56.2%	51.2%	$79.0M
Q4'24	$195.8M	+60.8%	60.7%	56.6%	$111.3M
Q3'24	$158.5M	+7.3%	59.5%	60.0%	$95.2M
Q2'24	$58.8M	-49.3%	1.6%	15.6%	$9.3M
Q1'24	$136.6M	+38.6%	67.7%	68.6%	$93.6M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q4 2025	Feb 9, 2026	$0.38	$0.36	$0.37	-1.99%	Beat
Q4 2025	Feb 4, 2026	$0.38	$0.36	$0.25	-34.21%	Missed
Q3 2025	Nov 17, 2025	$0.38	$0.37	$0.38	+0.00%	Beat
Q2 2025	Aug 4, 2025	$0.38	$0.33	$0.38	+0.00%	Beat
Q1 2025	May 5, 2025	$0.41	$0.38	$0.37	-9.76%	Missed
Q4 2024	Feb 4, 2025	$0.43	$0.40	$0.37	-13.95%	Missed
Q3 2024	Nov 19, 2024	$0.44	$0.42	$0.45	+2.27%	Beat
Q2 2024	Aug 5, 2024	$0.49	$0.51	$0.05	-89.80%	Missed
Q1 2024	May 6, 2024	$0.51	$0.52	$0.55	+7.84%	Beat
Q4 2023	Feb 5, 2024	$0.48	$0.46	$0.45	-6.25%	Missed
Q3 2023	Nov 20, 2023	$0.47	$0.40	$0.60	+27.66%	Beat
Q2 2023	Aug 7, 2023	$0.41	$0.35	$0.43	+4.88%	Beat