For the quarter ended December 2025, Blackstone Inc. (BX) reported revenue of $3.94 billion, down 5.1% over the same period last year. EPS came in at $1.75, compared to $1.69 in the year-ago quarter.
The reported revenue represents a surprise of +8.55% over the Zacks Consensus Estimate of $3.63 billion. With the consensus EPS estimate being $1.52, the EPS surprise was +15.17%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Blackstone Inc. performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Fee-Earning Assets Under Management Rollforward - Private Equity: $240.96 billion versus the four-analyst average estimate of $240.36 billion.
- Fee-Earning Assets Under Management Rollforward - Real Estate: $279.43 billion versus the four-analyst average estimate of $283.61 billion.
- Fee-Earning Assets Under Management Rollforward - Hedge Fund Solutions (Multi-Asset Investing): $85.65 billion compared to the $85.01 billion average estimate based on four analysts.
- Fee-Earning Assets Under Management Rollforward - Credit & Insurance: $315.64 billion versus $320.66 billion estimated by four analysts on average.
- Segment Revenues- Realized Principal Investment Income: $209.88 million versus $177.5 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +719.4% change.
- Segment Revenues- Multi-Asset Investing- Realized Principal Investment Income (Loss): $4.55 million versus the four-analyst average estimate of $5.73 million. The reported number represents a year-over-year change of +49.7%.
- Segment Revenues- Fee Related Performance Revenues: $606.45 million versus the four-analyst average estimate of $490.25 million. The reported number represents a year-over-year change of -56.7%.
- Segment Revenues- Realized Performance Revenues: $1.06 billion compared to the $899.74 million average estimate based on four analysts. The reported number represents a change of +22.2% year over year.
- Segment Revenues- Private Equity- Realized Performance Revenues: $351.67 million versus the four-analyst average estimate of $479.82 million. The reported number represents a year-over-year change of +2.2%.
- Segment Revenues- Real Estate- Realized Performance Revenues: $73.38 million compared to the $110.38 million average estimate based on four analysts. The reported number represents a change of +276.1% year over year.
- Segment Revenues- Total Management and Advisory Fees, Net: $2.06 billion compared to the $2.07 billion average estimate based on four analysts. The reported number represents a change of +10.9% year over year.
- Segment Revenues- Credit & Insurance- Realized Performance Revenues: $167.62 million versus $93.17 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +2.3% change.
View all Key Company Metrics for Blackstone Inc. here>>>
Shares of Blackstone Inc. have returned -4.8% over the past month versus the Zacks S&P 500 composite's +0.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Blackstone Inc. (BX): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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