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TSLX compared with GBDC: revenue, margins and what each company keeps, and the suppliers and customers both name
TSLX
Sixth Street Specialty Lending, Inc.
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Mkt cap
Revenue
Revenue
GBDC
Golub Capital BDC, Inc.
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Mkt cap
Revenue
Revenue
vs
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TSLX
Sixth Street Specialty Lending, Inc.
vs
GBDC
Golub Capital BDC, Inc.
Price
Mkt cap
Revenue
Revenue
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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: TSLX, GBDC.
Role chip = supplier or customer
Source: SEC EDGAR
TSLX
Sixth Street Specialty Lending, Inc.
Change
17.99
▼
−1.02%
Mkt cap
$1.7B
Revenue
$131M
Q2 FY26
Revenue
$470M
FY25
GBDC
Golub Capital BDC, Inc.
Change
12.78
▼
−0.84%
Regular session
Nov 3 '26
Mkt cap
$3.3B
Revenue
$149M
Q3 FY26
Revenue
$743M
FY25
vs
Compare
Regular session
Nov 3 '26
TSLX
Sixth Street Specialty Lending, Inc.
vs
GBDC
Golub Capital BDC, Inc.
17.99
▼
−1.02%
Price
12.78
▼
−0.84%
$1.7B
Mkt cap
$3.3B
Q2 FY26
$131M
Revenue
$149M
Q3 FY26
FY25
$470M
Revenue
$743M
FY25
Change
Change
TSLX
17.99
▼
−1.02%
vs
GBDC
12.78
▼
−0.84%
Regular session
Nov 3 '26