ONEXFOnex Corporation
The schedule
- Thu11Feb
Q3 2026 financial results, highlighting net inflows and potential carry realizations from legacy funds.
- Thu13May
Full-year 2026 results detailing capital returns (dividends/buybacks) and updated valuation marks on the private equity book.
- Thu12Aug
Q1 2027 earnings results, setting the tone for the new year's fundraising cycle.
Past
- Tue6Oct
Strategic update on private credit deployments, capital raising, and portfolio exits in a stabilizing rate environment under the Trump administration.
- Thu13Aug
Actual outcome: Bull
Onex met Q2 EPS estimates of $1.76, supported by strength at specialty insurer Convex, private-equity realizations, and record fee-related earnings in its structured credit business. The company also announced the resumption of share repurchases after significantly reducing its NAV loan balance. This combination of strong fee generation, successful realizations, and renewed capital returns to shareholders drove positive sentiment, allowing the stock to reach the bull target.
Q2 2026 earnings focusing on credit portfolio resilience, asset management fee generation, and private equity monetization updates.
