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Income Overview

Net Income
$5,567K
EPS
$0.42
Unit: Thousand (K) dollars

Income Statement
2026-06-30
2026-03-31
2025-12-31
2025-09-30
Investment Unaffiliated Issuer
6,213 7,398 8,903* 9,125
Investment Affiliated Issuer Noncontrolled
0 13 1* -
Interest income
6,213 7,411 8,904* -
Investment Unaffiliated Issuer
85 87 87* 419
Investment Affiliated Issuer Noncontrolled
514 500 436* 351
Payment-in-kind interest and dividend income
599 587 522* 770
Investment Unaffiliated Issuer
11 11 -73* 221
Investment Affiliated Issuer Noncontrolled
0 874 -136* 273
Dividend income
11 885 -210* 494
Fee income
14 21 -64* 162
Total investment income
6,837 8,904 9,151* 10,551
Interest expense
3,734 3,889 3,934* 4,542
Base management fee
1,340 1,435 1,436* 1,410
Income incentive fee
0 408 -384* 607
Professional fees
345 363 437* 388
Administration fee
367 326 404* 387
Other expenses
246 239 276* 277
Total expenses before base management fee waiver
6,032 6,660 --
Base management fee waiver (see note 3)
203 220 --
Total expenses, net of base management fee waiver
5,829 6,440 6,101* 7,611
Net investment income
1,008 2,464 3,050* 2,940
Net realized (gain) loss-Investment Unaffiliated Issuer
-6,018 -11,301 1,098* -4,647
Net realized (loss) gain-Investment Affiliated Issuer Noncontrolled
--0* 0
Net realized (loss) gain-Investment Affiliated Issuer Controlled
--0* -
Income tax (expense) benefit on net realized losss on investments
--2* -1
Net unrealized appreciation (depreciation) on investments-Investment Unaffiliated Issuer
-2,848 -3,715 -18,691* 1,002
Net unrealized appreciation (depreciation) on investments-Investment Affiliated Issuer Noncontrolled
13,429 1,438 3,030* -3,851
Net unrealized appreciation (depreciation) on investments-Investment Affiliated Issuer Controlled
--0* -
Deferred tax (expense) benefit on net unrealized appreciation (depreciation)
4 344 112* 280
Net gain (loss) on investments
4,559 -13,922 -14,677* -7,775
Gain on extinguishment of debt
0 -130 972* -492
Net increase (decrease) in net assets resulting from operations
5,567 -11,588 -10,656 -5,327
Basic EPS
0.42 -0.86 -0.795 0.22
Diluted EPS
0.42 -0.86 -0.795 0.22
Basic Average Shares
13,398,078 13,398,078 13,398,078 13,398,078
Diluted Average Shares
13,398,078 13,398,078 13,398,078 13,398,078
Unit: Thousand (K) dollars (except for numbers of shares and EPS). Numbers labeled with * are estimated quarterly values.

Time Plot

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Income Statement

Investment UnaffiliatedIssuer$6,213K (-35.42%↓ Y/Y)Investment AffiliatedIssuer Noncontrolled$514K (73.06%↑ Y/Y)Investment UnaffiliatedIssuer$85K (-78.64%↓ Y/Y)Investment UnaffiliatedIssuer$11K (10.00%↑ Y/Y)Interest income$6,213K Payment-in-kind interest anddividend income$599K (-13.81%↓ Y/Y)Fee income$14K (-90.67%↓ Y/Y)Dividend income$11K (10.00%↑ Y/Y)Net unrealizedappreciation (depreciation)...$13,429K (246.30%↑ Y/Y)Total investmentincome$6,837K (-34.74%↓ Y/Y)Net gain (loss) oninvestments$4,559K (135.30%↑ Y/Y)Net investmentincome$1,008K (-69.30%↓ Y/Y)Net realized (gain)loss-Investment Unaffiliated...-$6,018K (-43.59%↓ Y/Y)Net unrealizedappreciation (depreciation)...-$2,848K (-1021.68%↓ Y/Y)Deferred tax (expense)benefit on net...$4K (102.72%↑ Y/Y)Total expenses, net ofbase management fee...$5,829K (-18.96%↓ Y/Y)Base management feewaiver (see note 3)$203K Net increase(decrease) in net assets...$5,567K (157.80%↑ Y/Y)Total expenses beforebase management fee...$6,032K Interest expense$3,734K (-2.81%↓ Y/Y)Base management fee$1,340K (-9.40%↓ Y/Y)Administration fee$367K (-3.93%↓ Y/Y)Professional fees$345K (-14.39%↓ Y/Y)Other expenses$246K (-7.52%↓ Y/Y)

OFS Capital Corp (OFS)

OFS Capital Corp (OFS)