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GBDC compared with TSLX: revenue, margins and what each company keeps, and the suppliers and customers both name
GBDC
Golub Capital BDC, Inc.
Change
Mkt cap
Revenue
Revenue
TSLX
Sixth Street Specialty Lending, Inc.
Change
Mkt cap
Revenue
Revenue
vs
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GBDC
Golub Capital BDC, Inc.
vs
TSLX
Sixth Street Specialty Lending, Inc.
Price
Mkt cap
Revenue
Revenue
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Change
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Supply chain
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Supply-chain overlap
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Supply-chain overlap
direct ties · both sides
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direct ties · both sides
No disclosed counterparties: GBDC, TSLX.
Role chip = supplier or customer
Source: SEC EDGAR
GBDC
Golub Capital BDC, Inc.
Change
12.72
· pre 12.72
· delayed
Mkt cap
$3.3B
Revenue
$149M
Q3 FY26
Revenue
$743M
FY25
TSLX
Sixth Street Specialty Lending, Inc.
Change
17.65
· pre 17.65
· delayed
Pre-market
Nov 6 '26
delayed
Mkt cap
$1.7B
Revenue
$74M
Q3 FY26
Revenue
$470M
FY25
vs
Compare
Pre-market
Nov 6 '26
delayed
GBDC
Golub Capital BDC, Inc.
vs
TSLX
Sixth Street Specialty Lending, Inc.
12.72
pre 12.72
delayed
Price
17.65
pre 17.65
delayed
$3.3B
Mkt cap
$1.7B
Q3 FY26
$149M
Revenue
$74M
Q3 FY26
FY25
$743M
Revenue
$470M
FY25
Change
Change
GBDC
12.72
vs
TSLX
17.65
Pre-market
Nov 6 '26
delayed