Blackstone Inc. · BX · Next earnings

Blackstone Inc. reports Thursday, Jan 28, 2027

BX reports before market open with consensus EPS at $1.71 and revenue at $4.29B. Last quarter: Blackstone Q3 Earnings: AI Infrastructure Drives Growth, Risks Remain

Reports Before market open84 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $1.71 Calendar consensus
Consensus revenue $4.29B Calendar consensus
Report date Jan 28, 2027 Thursday, date estimated
Session Before market open 84 days away

Where BX left off: FY2026 Q3

Full report

Blackstone Q3 Earnings: AI Infrastructure Drives Growth, Risks Remain

EPS surprise +4.8% Reported $1.32 vs $1.26
Revenue surprise -1.6% Reported $3.22B vs $3.27B
Stock move +8.4% Event window
Subsequent drift 0.0% Up to 20 sessions

Maintained; management reaffirmed a trajectory toward double-digit base-management-fee growth and continued fundraising into 2027.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Higher cost of capital could pressure AI and data-center financing.
  • Technology obsolescence or valuation compression could affect AI-related assets.
  • Higher cap rates and interest rates could weigh on real-estate valuations.

Questions analysts left open

  • Sensitivity of AI-related financing to higher interest rates and cost of capital.
  • Real-estate exposure to higher cap rates and legacy debt.
  • Sustainability of net realizations and quarterly cash-flow volatility.

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Recent BX quarters

All BX earnings
+8.4%FY2026 Q3+1.4%FY2026 Q2-5.7%FY2026 Q1-2.6%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

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.