Overweight J P M O R G A N North America Equity Research 29 July 2026 Ares Capital JPM 2Q26 Earnings Scorecard – Review ARCC reported 2Q26 results this morning. The company reported core EPS of $0.47, flat sequentially compared to 1Q26 of $0.47. The result was above JPMe of $0.45 and in line with consensus of $0.47. NAV decreased 1.24% Q/Q to $19.35 (vs JPMe of $19.60)and non-accruals deteriorated Q/Q to 2.4% at cost (from 2.1%). The company will host an earnings call today (7/29) at 12:00 p.m. ET. We expec ...