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For the quarter ending 2026-03-31.

Income Overview

Net Income
-$11,588K
EPS
-$0.86
Unit: Thousand (K) dollars

Income Statement
2026-03-31
2025-12-31
2025-09-30
2025-06-30
Investment Unaffiliated Issuer
7,398 8,903* 9,125 9,621
Investment Affiliated Issuer Noncontrolled
13 1* --
Interest income
7,411 8,904* --
Investment Unaffiliated Issuer
87 87* 419 398
Investment Affiliated Issuer Noncontrolled
500 436* 351 297
Payment-in-kind interest and dividend income
587 522* 770 695
Investment Unaffiliated Issuer
11 -73* 221 10
Investment Affiliated Issuer Noncontrolled
874 -136* 273 0
Dividend income
885 -210* 494 10
Fee income
21 -64* 162 150
Total investment income
8,904 9,151* 10,551 10,476
Interest expense
3,889 3,934* 4,542 3,842
Base management fees
1,435 1,436* 1,410 1,479
Income incentive fee
408 -384* 607 821
Professional fees
363 437* 388 403
Administration fees
326 404* 387 382
Other expenses
239 276* 277 266
Total expenses before base management fee waiver
6,660 ---
Base management fee waiver (see note 3)
220 ---
Total expenses, net of base management fee waiver
6,440 6,101* 7,611 7,193
Net investment income
2,464 3,050* 2,940 3,283
Net realized (gain) loss-Investment Unaffiliated Issuer
-11,301 1,098* -4,647 -4,191
Net realized (loss) gain-Investment Affiliated Issuer Noncontrolled
-0* 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
-3,715 -18,691* 1,002 309
Net unrealized appreciation (depreciation) on investments-Investment Affiliated Issuer Noncontrolled
1,438 3,030* -3,851 -9,179
Net unrealized appreciation (depreciation) on investments-Investment Affiliated Issuer Controlled
-0* --
Deferred tax expense on net unrealized appreciation
344 112* 280 -147
Net gain (loss) on investments
-13,922 -14,677* -7,775 -12,914
Gain on extinguishment of debt
-130 972* -492 -
Net increase (decrease) in net assets resulting from operations
-11,588 -10,656 -5,327 -9,631
Basic EPS
-0.86 -0.795 0.22 0.25
Diluted EPS
-0.86 -0.795 0.22 0.25
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

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Investment UnaffiliatedIssuer$7,398K Investment AffiliatedIssuer Noncontrolled$13K Investment AffiliatedIssuer Noncontrolled$874K Investment UnaffiliatedIssuer$11K Investment AffiliatedIssuer Noncontrolled$500K Investment UnaffiliatedIssuer$87K Interest income$7,411K Dividend income$885K Payment-in-kind interest anddividend income$587K Fee income$21K Total investmentincome$8,904K Net increase(decrease) in net assets...-$11,588K Net investmentincome$2,464K Total expenses, net ofbase management fee...$6,440K Base management feewaiver (see note 3)$220K Net gain (loss) oninvestments-$13,922K Net unrealizedappreciation (depreciation)...$1,438K Gain onextinguishment of debt-$130K Total expenses beforebase management fee...$6,660K Net realized (gain)loss-Investment Unaffiliated...-$11,301K Net unrealizedappreciation (depreciation)...-$3,715K Deferred tax expense onnet unrealized...$344K Interest expense$3,889K Base management fees$1,435K Income incentive fee$408K Professional fees$363K Administration fees$326K Other expenses$239K

OFS Capital Corp (OFS)

OFS Capital Corp (OFS)