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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Blackstone Inc. (BX) is 8/10.
Blackstone's Q1 FY2026 delivered revenue up 39.3% with distributable earnings and fee growth accelerating, as record AUM and broad-based fundraising momentum continued. AI infrastructure leadership drove returns, the insurance and investment-grade credit expansion progressed, and the Middle East conflict disrupted exit and IPO pipelines. BCRED experienced net outflows amid private credit market noise, and software valuations came under pressure from AI disruption.
Scored from Blackstone Inc.’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.82B | +132.0% | $0.92 | +360.0% | 55.4% | 25.0% |
| FY2025 Q1 | $2.94B | -6.7% | $0.80 | -27.9% | 49.3% | 20.9% |
| FY2025 Q2 | $3.71B | +54.5% | $0.98 | +69.0% | 51.6% | 20.6% |
| FY2025 Q3 | $2.81B | -6.2% | $0.80 | -21.6% | 51.4% | 22.2% |
| FY2025 Q4 | $4.36B | +54.7% | $1.30 | +41.3% | 54.2% | 23.3% |
| FY2026 Q1 | $4.10B | +39.3% | $0.83 | +3.7% | 38.8% | 15.8% |
| FY2026 Q2 | $5.04B | +35.9% | $1.54 | +57.1% | 55.7% | 24.4% |