Blackstone Inc. (BX) Earnings History

Blackstone Inc. - Q4 2025 EarningsBeat

Filed at: Jan 29, 2026, 6:55 AM EST|Read from source

EXECUTIVE SUMMARY

Blackstone reported strong fourth-quarter and record full-year 2025 results, driven by significant inflows and robust performance across its segments. The firm demonstrated effective capital deployment and realization strategies, leading to substantial growth in Assets Under Management and Distributable Earnings.

POSITIVE HIGHLIGHTS

  • •

    Total Revenues increased to $14.45 billion for FY2025, up 12% year-over-year.

    positive
  • •

    Distributable Earnings (DE) reached $7.1 billion for FY2025, a 19% increase year-over-year.

    positive
  • •

    Total Assets Under Management (AUM) grew to $1.27 trillion, up 13% year-over-year.

    positive
  • •

    Inflows of $239.4 billion for the year, the highest in over three years.

    positive
  • •

    Fee Related Earnings (FRE) increased 9% to $5.7 billion for FY2025.

    positive

CONCERNS & RISKS

  • •

    Fee Related Performance Revenues decreased 57% in Q4'25 and 15% for FY'25 compared to prior year periods.

    attention
  • •

    Fee Related Compensation increased 21% in Q4'25 and 2% for FY'25, impacting Fee Related Earnings.

    attention
  • •

    Other Operating Expenses increased 21% in Q4'25 and 13% for FY'25.

    attention
  • •

    Segment Revenues for Private Equity decreased 42% in Q4'25 and increased 5% for FY'25.

    attention
  • •

    Segment Distributable Earnings for Private Equity decreased 41% in Q4'25.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$4.36B
+41.5%
Prior year: $3.08B
Annual (YTD)
$14.45B
N/A
Prior year: $13.23B
Net Income
Quarterly
$1.97B
+48.6%
Prior year: $1.33B
Annual (YTD)
$6.05B
N/A
Prior year: $5.44B
EPS (Diluted)
Quarterly
$1.30
+41.3%
Prior year: $0.92
Operating Income
Quarterly
N/A
N/A
EPS (Basic)
Quarterly
$1.30
+41.3%
Prior year: $0.92

MARGIN ANALYSIS

Net Margin
Current Quarter
45.3%
Prior Year
43.1%
YoY Change
+218 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q4 2025 2025

VISUAL OVERVIEW

|
Real Estate
0.0%
N/A
Private Equity
0.0%
N/A
Credit & Insurance
0.0%
N/A
Multi-Asset Investing
0.0%
N/A

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% Total
Real Estate
N/A———
Private Equity
N/A———
Credit & Insurance
N/A———
Multi-Asset Investing
N/A———
Total Revenue$0.00M——100.0%

Segment performance shows business unit health and growth drivers.

MANAGEMENT COMMENTARY

Blackstone’s extraordinary fourth-quarter results capped a record year for the firm.

— Blackstone Inc., Q4 2025 2025 Earnings Call

We delivered again for our limited partners, leading to $71 billion of inflows in the quarter — the highest in over three years.

— Blackstone Inc., Q4 2025 2025 Earnings Call

Our focus on investing at massive scale in the buildout of digital and energy infrastructure continues to create significant value for our investors.

— Blackstone Inc., Q4 2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Deployment
42170.0M
dollars
Fee-Earning Assets Under Management
921674.5M
+11.1% YoY
Prior year: 830708.6M
dollars
Inflows
71477.0M
dollars
Realizations
46115.0M
dollars
Total Assets Under Management
1274931.2M
+13.1% YoY
Prior year: 1127180.0M
dollars

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.

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