Blackstone Inc (BX) FY2025Q2 Earning Prediction

07/24 04:00:00

Pre-Market

Blackstone Inc (BX) is set to release its FY2025Q2 earnings performance on 07/24 04:00:00 in Pre-Market trading. Consensus forecasts predict a revenue of 2.81B and an earnings per share (EPS) of 1.10 for the FY2025Q2. With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!

Estimate

Actual

Surprise

RevenueBEAT

2.81B

3.07B

+9.44%

EPS-

1.10

AI Summary

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AI Earnings Prediction

Prediction for FY2025Q2

Earnings Date: Jul 24, 2025

Earnings are expected to beat expectations due to strong asset growth and inflow metrics, although EPS may remain neutral due to realization delays.

Beat

Last 0 quarters:

4 beats1 misses

Scenario Analysis

The AI analyzes the probability of each scenario occurring and identifies the triggering conditions.

Scenario

Prob.

Stock Reaction

Trigger Condition

Strong Beat

15%

+3-5%

AUM growth >6%, inflows >$65B, Private Wealth AUM >35% YoY.

Beat

45%

+1-3%

AUM growth 4-6%, inflows $63-65B, FRE growth ~10%.

Neutral

25%

Flat

Realizations miss (<15% YoY), FRE growth inline.

Miss

10%

-2-4%

AUM growth <3%, inflows <$60B, FRE growth <8%.

Strong Miss

-5-7%

Realizations collapse (<10% YoY), credit defaults.

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Key Indicators Forecast

The AI provides itemized forecasts for key indicators, potentially including revenue, EPS, gross margin, and free cash flow.

Revenue

EPS

Currency:

No data

Actual

Estimate

Metric

Prediction

Justification

Revenue

Beat

$2B+ CRE loan acquisitions, TXNM/TaskUs deals, and Proxity launch signal AUM growth (+management fees).

EPS

Neutral

Tariff-related realization delays and BofA’s lowered EPS estimates offset FRE stability.

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Prediction Logic & Rational

Fact data indicates active deal flow and strategic expansions likely to boost AUM and inflows, offsetting potential softness in realizations.

Prediction Logic & Rational

Tactical Strategy Recommendations

Bullish: Long calls ($155 strike) expiring post-earnings. Upside likely capped by high expectations, but recent deal momentum supports a modest beat.
Hedge: Pair with puts ($145 strike) to guard against realization risks.
Target: Post-earnings price range: $148–$158 (factoring in high implied volatility).

Rationale: AUM/inflow catalysts are priced in, but EPS risks warrant caution. Credit/deal activity supports FRE stability, but realizations remain a wildcard.

Tactical Strategy Recommendations

Earnings Surprise Analysis

The chart displays the extent of earnings surprises and corresponding stock price movements for each earnings event.

Revenue

EPS

BX Transcript

Blackstone Inc. (BX) Presents at Goldman Sachs 2025 U.S. Financial Services Conference Transcript

Neutral12-10

Blackstone Inc. (BX) Q3 2025 Earnings Call Transcript

Positive10-23

The earnings call and Q&A reveal strong financial performance, strategic partnerships, and growth plans. Despite some concerns, such as the BCRED dividend cut, management's responses indicate resilience and optimism. The positive outlook for fee-related earnings, M&A activity, and real estate recovery support a positive sentiment. The new partnership with Legal & General and the focus on private wealth and defined contribution plans further strengthen the growth narrative. Overall, the sentiment is positive, suggesting a likely stock price increase over the next two weeks.

Blackstone Inc. (BX) Presents At Barclays 23rd Annual Global Financial Services Conference (Transcript)

Neutral9-9

Blackstone Inc. (BX) Q2 2025 Earnings Call Transcript

Positive7-24

The earnings call summary presents a generally positive outlook with strong financial performance, strategic alliances, and growth in private credit. The Q&A section reveals optimism in real estate recovery, robust returns in secondaries, and high confidence in dealmaking activity. Although there are some uncertainties, such as regulatory developments for 401(k) alternatives and government funding cuts, the overall sentiment is positive. The company's strategic initiatives and growth potential across various sectors support a positive stock price movement.

BX Slides

Blackstone Q3 2025 slides reveal 12% AUM growth amid mixed market reaction

2025-10-23

BX Report

Frequently Asked Questions

What is the Blackstone Inc FY2025Q2 Earnings Release Date and Time?

Blackstone Inc (BX) is scheduled to release its FY2025Q2 earnings report onJul 24, 2025, Pre-Market(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.

What Are the Consensus Forecasts for Blackstone Inc FY2025Q2 Revenue and EPS?

Analysts' consensus predicts 2.81B in revenue and an EPS of 1.10 for Blackstone Inc's FY2025Q2.

What Does Intellectia's AI Predict for Blackstone Inc FY2025Q2 Earnings?

Intellectia's exclusive AI algorithms forecast a Beat forBlackstone Inc's FY2025Q2 earnings, with a prediction date of Jul 24, 2025. Blackstone Inc Earnings are expected to beat expectations due to strong asset growth and inflow metrics, although EPS may remain neutral due to realization delays.

How Can I Use This Earnings Prediction to Trade BX Stock?

Leverage Intellectia's AI forecast to position trades ahead of theJul 24, 2025 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.

How Accurate Is Intellectia's AI for Earnings Predictions Like Blackstone Inc FY2025Q2?

Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.

How does AI Earnings Prediction generate its forecasts?

AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!

When are the predictions available, and how often are they updated?

Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.

Can I use AI Earnings Prediction for all types of stocks?

Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2024-2025 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!