PSBDHIGH SIGNALFINANCIAL10-K

PSBD experienced substantially deteriorating operating performance with operating losses roughly doubling while interest expense grew meaningfully, accompanied by significant portfolio turnover across multiple debt investments.

The company's operating losses expanded substantially while borrowing costs increased meaningfully, indicating deteriorating profitability and rising financing pressure. The extensive portfolio turnover suggests active repositioning but also potential credit quality concerns given the worsening operating metrics.

Comparing 2026-02-26 vs 2025-02-27View on EDGAR →
FINANCIAL ANALYSIS

PSBD's financial position weakened considerably with operating losses roughly doubling while interest expense grew substantially. Total assets and liabilities both declined by approximately 15%, reflecting portfolio contraction, while stockholders' equity fell 13.7% to $464.1M. The combination of deteriorating operating performance, rising borrowing costs, and portfolio shrinkage signals meaningful financial stress for this business development company.

FINANCIAL STATEMENT CHANGES
Operating Income
P&L
-98.3%
-$16.9M-$33.4M

Operating income deteriorated sharply — investigate whether driven by one-time charges or structural cost issues.

Interest Expense
P&L
+89.7%
$23.5M$44.5M

Interest expense surged 89.7% — significant debt increase or rising rates materially impacting earnings.

Cash & Equivalents
Balance Sheet
+16.3%
$2.8M$3.2M

Cash grew 16.3% — improving liquidity position supports investment and shareholder returns.

Total Liabilities
Balance Sheet
-15.4%
$893.2M$755.3M

Liabilities reduced 15.4% — deleveraging improves balance sheet strength and financial flexibility.

Total Assets
Balance Sheet
-14.8%
$1.4B$1.2B

Total assets contracted 14.8% — asset sales, write-downs, or balance sheet optimization underway.

Stockholders Equity
Balance Sheet
-13.7%
$537.8M$464.1M

Equity decreased 13.7% — buybacks or losses reducing book value, monitor solvency ratios.

LANGUAGE CHANGES
NEW — 2026-02-26
PRIOR — 2025-02-27
ADDED
Industry Independent Power and Renewable Electricity Producers Interest Rate 8.61% (S + 4.25%) Maturity Date 08/01/2030 2024-12-31 0001794776 Debt Investments First Lien Senior Secured Global Medical Response, Inc.
Industry Healthcare Providers and Services Interest Rate 7.38% (S + 3.50%) Maturity Date 10/1/2032 2025-12-31 0001794776 psbd:DiversifiedConsumerServicesMember 2024-12-31 0001794776 us-gaap:CommonStockMember 2023-01-01 2023-12-31 0001794776 Debt Investments Corporate Bonds Altice Financing S.A.
Industry Diversified Telecommunication Services Interest Rate 0.05 Maturity Date 1/15/2028 2025-12-31 0001794776 Debt Investments First Lien Senior Secured LogMeIn, Inc.
Industry Construction and Engineering Interest Rate 8.57% (S + 4.75%) Maturity Date 10/25/2030 2025-12-31 0001794776 Debt Investments First Lien Senior Secured Wellpath Holdings, Inc.
Industry Hotels, Restaurants and Leisure Interest Rate 9.35% (S +CSA + 5.50%) Maturity Date 3/11/2030 2025-12-31 0001794776 Debt Investments First Lien Senior Secured Project Alpha Intermediate Holding, Inc.
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REMOVED
10-K False 0001794776 false false false false FY --12-31 0001794776 Debt Investments First Lien Senior Secured Barracuda Networks, Inc.
Industry Auto Components Interest Rate 8.47% (S + CSA + 4.00%) Maturity Date 4/6/2028 2024-12-31 0001794776 psbd:CLOMezzanineMember 2023-12-31 0001794776 Debt Investments First Lien Senior Secured PT Intermediate Holdings III, LLC Industry Machinery Interest Rate 11.47% (S + CSA + 5.98%) Maturity Date 11/1/2028 2023-12-31 0001794776 us-gaap:FairValueInputsLevel2Member psbd:SecondlienSeniorSecuredDebtMember 2023-12-31 0001794776 psbd:IncomeTaxesMember 2022-12-31 0001794776 Debt Investments First Lien Senior Secured Nielsen Consumer Inc.
Industry Insurance Interest Rate 9.30% (S + 4.75%) Maturity Date 11/1/2029 2024-12-31 0001794776 psbd:RealEstateManagementAndDevelopmentMember 2024-12-31 0001794776 Debt Investments First Lien Senior Secured Grinding Media Inc.
Industry Metals and Mining Interest Rate 9.68% (S + CSA + 4.00%) Maturity Date 9/21/2028 2023-12-31 0001794776 Debt Investments First Lien Senior Secured Magenta Security Holdings LLC Industry Software Interest Rate 11.60% (S + CSA + 6.75%) Maturity Date 07/27/2028 2024-12-31 0001794776 psbd:EnergyEquipmentAndServicesMember 2023-12-31 0001794776 Debt Investments Second Lien Senior Secured Gainwell Acquisition Corp.
Industry Healthcare Providers and Services Interest Rate 13.52% (S + CSA + 8.00%) Maturity Date 10/2/2028 2023-12-31 0001794776 CLO Equity Signal Peak CLO, LLC Industry Structured Subordinated Note Maturity Date 10/26/2034 2023-12-31 0001794776 Debt Investments First Lien Senior Secured ARC Falcon I Inc.
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