Sixth Street Specialty Lending, Inc. (TSLX) Q3 2025 Earnings Call Transcript
Sixth Street Specialty Lending, Inc. ( TSLX ) Q3 2025 Earnings Call November 5, 2025 8:30 AM EST Company Participants Cami VanHorn Joshua Easterly - CEO & Chairman of the Board Robert Stanley - President Ian Simmonds - Chief Financial Officer Conference Call Participants Brian Mckenna - Citizens JMP Securities, LLC, Research Division Finian O'Shea - Wells Fargo Securities, LLC, Research Division Melissa Wedel - JPMorgan Chase & Co, Research Division Arren Cyganovich - Truist Securities, Inc., Research Division Kenneth Lee - RBC Capital Markets, Research Division Robert Dodd - Raymond James & Associates, Inc., Research Division Paul Johnson - Keefe, Bruyette, & Woods, Inc., Research Division Mickey Schleien - Clear Street LLC Presentation Operator Good day, and thank you for standing by. Welcome to the Sixth Street Specialty Lending, Inc. Q3 2025 Earnings Conference Call.
Sixth St (TSLX) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Sixth St (TSLX) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Sixth Street (TSLX) Beats Q3 Earnings Estimates
Sixth Street (TSLX) came out with quarterly earnings of $0.53 per share, beating the Zacks Consensus Estimate of $0.52 per share. This compares to earnings of $0.57 per share a year ago.
Sixth Street Specialty Lending, Inc. $TSLX Shares Acquired by Sumitomo Mitsui Trust Group Inc.
Sumitomo Mitsui Trust Group Inc. lifted its stake in shares of Sixth Street Specialty Lending, Inc. (NYSE: TSLX) by 21.0% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 527,107 shares of the financial services provider's stock after acquiring an additional 91,500
Earnings Preview: Sixth Street (TSLX) Q3 Earnings Expected to Decline
Sixth St (TSLX) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Sixth Street Specialty Lending: Strength Amid Headwinds And The Premium Reflects That
Sixth Street Specialty Lending has outperformed peers, maintaining strong fundamentals and dividend coverage despite sector headwinds from lower interest rates. TSLX's premium valuation reflects market confidence, supported by robust spillover income, improved leverage, and resilient portfolio quality. While dividend safety remains high, TSLX's heavy floating rate exposure poses risks if rates decline further, potentially impacting earnings and share price.
Sixth Street Specialty Lending: Time To Stop Buying (Rating Downgrade)
Sixth Street Specialty remains a top BDC player for its defensive portfolio, strong diversification, and reliable dividend coverage, consistently delivering solid total returns. The company's NAV per share continues to grow, and dividend coverage is robust, even as the sector focus shifts from credit quality to dividend sustainability. Lower interest rates have reduced income potential, but improved credit quality and the potential for increased deal flow partially offset the negatives.
Sixth Street Specialty Lending, Inc. (TSLX) Q2 2025 Earnings Call Transcript
Sixth Street Specialty Lending, Inc. (NYSE:TSLX ) Q2 2025 Earnings Conference Call July 31, 2025 8:30 AM ET Company Participants Cami Senatore - Head of Investor Relations Ian Timothy Simmonds - Chief Financial Officer Joshua William Easterly - CEO & Chairman of the Board Robert Stanley - President Conference Call Participants Arren Saul Cyganovich - Truist Securities, Inc., Research Division Brian J. Mckenna - Citizens JMP Securities, LLC, Research Division Finian Patrick O'Shea - Wells Fargo Securities, LLC, Research Division Kenneth S.
Sixth St (TSLX) Reports Q2 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for Sixth St (TSLX) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Sixth Street (TSLX) Beats Q2 Earnings and Revenue Estimates
Sixth Street (TSLX) came out with quarterly earnings of $0.56 per share, beating the Zacks Consensus Estimate of $0.53 per share. This compares to earnings of $0.58 per share a year ago.
Sixth Street Specialty Lending: Strong Dividend Coverage But Trades At A Premium
TSLX offers a strong 8.9% dividend yield with robust coverage, making it appealing for income-focused investors despite sector headwinds. The portfolio is well-diversified, with 93% in first lien senior secured loans and 97% floating rate, benefiting from higher interest rates. NAV has slightly declined, and new investment activity is slow, limiting near-term growth potential and justifying a hold rating at current premium valuations.
Sixth Street Specialty Lending, Inc. (TSLX) Q1 2025 Earnings Call Transcript
Sixth Street Specialty Lending, Inc. (NYSE:TSLX ) Q1 2025 Results Conference Call May 1, 2025 8:30 AM ET Company Participants Cami VanHorn - Head, Investor Relations Joshua Easterly - Chief Executive Officer Bo Stanley - President Ian Simmonds - Chief Financial Officer Conference Call Participants Finn O'Shea - Wells Fargo Brian McKenna - Citizens Mickey Schleien - Ladenburg Kenneth Lee - RBC Capital Markets Sean Paul Adams - Value Securities Maxwell Fritscher - Truist Melissa Wedel - JPMorgan Robert Dodd - Raymond James Paul Johnson - KBW Operator Good day, and thank you for standing by. Welcome to the Sixth Street Specialty Lending, Inc. First Quarter 2025 Earnings Conference Call.
