Blackstone Inc. · BX · Next earnings

Blackstone Inc. reports Thursday, Oct 22, 2026

BX reports before market open with consensus EPS at $1.36 and revenue at $3.45B. Last quarter: Blackstone Beats on AI-Driven Inflows, AUM Hits Record $1.35 Trillion

Reports Before market open32 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $1.36 Calendar consensus
Consensus revenue $3.45B Calendar consensus
Report date Oct 22, 2026 Thursday, date estimated
Session Before market open 32 days away

Where BX left off: FY2026 Q2

Full report

Blackstone Beats on AI-Driven Inflows, AUM Hits Record $1.35 Trillion

EPS surprise +13.4% Reported $1.52 vs $1.34
Revenue surprise +11.1% Reported $3.80B vs $3.42B
Stock move +1.4% Event window
Subsequent drift +6.9% Up to 20 sessions

Management maintained guidance sentiment from Q1 2026, reiterating confidence in double-digit management-fee growth and continued fundraising momentum into 2027. No formal guidance was raised or lowered. Tone remained confident, consistent with the prior quarter's posture.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Potential over-exuberance in AI investments and associated valuation risk.
  • Geopolitical volatility affecting exit pipelines and net realizations.
  • Redemption pressure in credit and semi-liquid vehicles (BCRED).
  • Regulatory and societal scrutiny of AI safety and workforce impacts.
  • Market slowdown in sponsor-backed M&A and private-equity exits.

Questions analysts left open

  • Sustainability of base management-fee growth and timing of fee holiday roll-offs.
  • Redemption trends in BCRED and broader credit products.
  • Real-estate private-fund performance versus public REITs.
  • Future availability of AI-related deal flow and valuation levels.
  • Impact of slower sponsor-backed M&A on exit environment.

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Recent BX quarters

All BX earnings
+1.4%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.