earnings
confidence high
sentiment positive
materiality 0.70
GSBD Q2 NII $0.38/share, NAV dips to $12.06; declares $0.32 base and $0.03 supplemental dividends
Goldman Sachs BDC, Inc.
2026-Q2 EPS
reported $0.09
vs consensus $0.32
▼ miss
(-71.5%)
- Q2 NII per share $0.38 (adj $0.37); EPS $0.21; total investment income $83.7M vs $78.8M in Q1.
- NAV/share $12.06, down 0.9% from $12.17; net realized/unrealized losses of $(18.6)M in quarter.
- Declared Q3 2026 base dividend $0.32/share (rec. Sep 30, pay ~Oct 28) and Q2 2026 supplemental $0.03/share (rec. Aug 31, pay ~Sep 15).
- Net debt-to-equity 1.35x at Q2 end, down from 1.37x; fell below 1.25x target as of Aug 6; new $75M 10b5-1 buyback authorized.
- Non-accruals: 2.9% at fair value (down from 3.2%), 5.0% at cost (up from 4.7%); Wine.com placed on non-accrual, Thrasio restored.