BX · Full Picture

Blackstone Inc. — the full picture

Earnings window · 2026-08-07 to 2026-11-09 · anchored on the 10-Q report

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

  1. Revenue Performance and Mix · Revenue growth & mixPriority 91
    +79.7% revenue (realized); 4 sources (news, press_release, sec_filing, transcript); 3 forward row(s); structured_verified
    Blackstone reported quarterly earnings of $1.52 per share and revenue of $5.04 billion, a 35.9% increase year-over-year, and raised its quarterly dividend to $1.29 per share.
  2. Accrued Performance Revenues · UnclassifiedPriority 89
    +55.5% revenue (realized); 4 sources (news, press_release, sec_filing, transcript); 4 forward row(s); structured_verified
    Private Equity Fee Related Performance Revenues were $391,387 thousand for the three months ended June 30, 2026, an increase of $199,056 thousand (103%) versus prior year quarter, primarily attributable to higher performance revenues in BXPE and crystallization of performance revenues in BXINFRA.
  3. Multi-Asset Investing Growth · UnclassifiedPriority 85
    +102.0% revenue; 4 sources (news, press_release, sec_filing, transcript); 3 forward row(s); quote_verified
    Blackstone Inc. Perpetual Capital AUM reached $562.3 billion, up 12% year-over-year.
  4. Real Estate Segment Performance · UnclassifiedPriority 85
    -11.1% revenue; 3 sources (news, sec_filing, transcript); 8 forward row(s); structured_verified
    For the six months ended June 30, 2026, Real Estate unrealized appreciation increased by $529.1 million compared to unrealized depreciation in the six months ended June 30, 2025.
  5. Fundraising and Capital Commitments · Commitments & obligationsPriority 83
    -10.1% liability; 2 sources (sec_filing, transcript); 1 forward row(s); quote_verified
    Blackstone and General Partner original total capital commitments: $13,592,897 (thousands) with remaining commitments of $5,904,553 (thousands) as of June 30, 2026.
  6. Credit Deployment and Fee Growth · UnclassifiedPriority 82
    +23.5% revenue (realized); 2 sources (sec_filing, transcript); 1 forward row(s); quote_verified
    Blackstone’s infrastructure and asset-based credit AUM was up 31% year over year and is expected to increasingly enter fee-earning AUM as invested.
  7. Energy Transition Investment · Strategic & business-model shiftsPriority 82
    +48.8% assets; 2 sources (news, press_release); 4 forward row(s); quote_verified
    Blackstone raised $8.7 billion for its fifth energy transition-focused private equity fund, Blackstone Energy Transition Partners V (BETP V), hitting its hard cap one year after launch.
  8. Private Equity Segment Growth · UnclassifiedPriority 81
    +121.0% revenue; 2 sources (news, sec_filing); 4 forward row(s); structured_verified
    Private Equity Segment Distributable Earnings were $1,967,158 thousand for the six months ended June 30, 2026, an increase of $651,148 thousand (49%) versus prior year period.
  9. India Investment Expansion · Capacity & footprint expansionPriority 77
    +50.1% assets; 1 forward row(s); quote_verified
    Blackstone's COO Jonathan Gray said Blackstone plans to double their investment in India to $100 billion.
  10. Operating Expense Trends · Operating expenses (SG&A)Priority 76
    -18.8% operating_income (realized); 2 sources (press_release, sec_filing); structured_verified
    Multi-Asset Investing Fee Related Earnings for the three months ended June 30, 2026: $83,427 (thousands), an increase of $19,978 (31%) compared to $63,449 for the three months ended June 30, 2025.
  11. Quarterly Dividend Declaration · Buybacks & dividendsPriority 70
    3 sources (news, sec_filing, transcript); 2 forward row(s); quote_verified
    Blackstone recently reported quarterly results with EPS beating estimates and revenue increasing by 35.9%.
  12. Private Equity Fundraising Demand · Demand, orders & backlogPriority 69
    4 sources (news, press_release, sec_filing, transcript); quote_verified
    Blackstone Inc. Inflows were $63.3 billion in the quarter and $271.6 billion over the LTM.

Threads by pillar

Revenue & Demand Priority 94 · 7 threads

Costs & Margins Priority 78 · 2 threads

Capital & Balance Sheet Priority 96 · 12 threads

Strategy & Portfolio Priority 92 · 20 threads

Legal, Regulatory & Policy Priority 40 · 2 threads

Guidance & Outlook Priority 64 · 2 threads

Macro & Market Conditions Priority 71 · 5 threads

Management & Governance Priority 32 · 2 threads

Shareholders & Street Priority 60 · 5 threads

Unclassified Priority 100 · 5 threads

Expected impact by metric

metricforward netforward grossrealized
revenue+78.3%+530.8%+172.7%
assets+120.5%+126.1%+30.9%
cash-13.6%+22.7%-3.4%
liability-14.3%+14.3%-7.8%
net_income-1.8%+1.8%+34.3%
operating_income——+84.4%