BX Earnings Prediction
The chart below shows how BX performed 10 days before and after its earnings report, based on data from the past quarters. Typically, BX sees a -2.56% change in stock price 10 days leading up to the earnings, and a +0.68% change 10 days following the report. On the earnings day itself, the stock moves by -0.70%. This data can give you a slight idea of what to expect for the next quarter's release.
BX Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
3.10B
175.61%
-16.28%
Gross Margin
--
--
--
Operating Margin
55.37%
112.80%
6.81%
Net Margin
42.83%
342.00%
1.44%
EPS
0.92
360.00%
-9.80%
No Data Available
BX Earnings Analysis
Blackstone Inc Corporation (BX.N) Earnings Conference Call
Positive
Distributable Earnings Surge: Distributable earnings increased 56% year over year to $2,200,000,000, reflecting strong financial performance.
Record Inflows and Growth: Blackstone raised $57,000,000,000 in inflows during Q4, contributing to a total of $171,000,000,000 for the year, showcasing robust customer growth.
Infrastructure Strategy Performance: The dedicated infrastructure strategy VIP generated $1,200,000,000 in fee revenues, with AUM growing 34% to $55,000,000,000 over the past year.
Fee Earnings Surge: Fee related earnings grew 76% year over year to a record $1,800,000,000, driven by strong management fees and performance revenues.
Investment Momentum Surge: The firm deployed $134,000,000,000 in 2024, up 81% year over year, indicating a strong investment momentum.
Negative
Real Estate Fund Decline: Real estate equity-oriented funds declined 5.1% in Q4 and 4% for the full year, impacted by a sharp increase in treasury yields and a stronger U.S. dollar.
Real Estate Fund Decline: The opportunistic funds in real estate experienced a decline of 5.1% in Q4, indicating challenges in the real estate market amid rising interest rates.
Core Plus Funds Stability: Despite a strong overall performance, the core plus funds were stable for the year but declined 0.8% in Q4, reflecting ongoing pressures in the real estate sector.
Net Realizations Concentration: The firm reported that net realizations in Q4 were concentrated in corporate private equity, suggesting a lack of significant realizations in other segments, particularly real estate.
Real Estate Portfolio Vulnerability: The overall performance of the real estate portfolio absorbed an 80 basis point increase in the 10-year treasury yield, indicating vulnerability to interest rate fluctuations.
BX FAQs
How does BX typically perform around its earnings report dates?
Is Blackstone Inc (BX) Q4 2024 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
BX Earning Call Sentiment
Earnings call transcript: Blackstone Q4 2024 surpasses EPS and revenue expectations
BX.N
3.4%Positive
The earnings call summary shows strong financial performance with significant growth in NAV, performance revenues, and AUM across various segments. The Q&A section reveals optimism in real estate recovery and AI infrastructure opportunities. However, management's lack of clarity on certain topics slightly tempers enthusiasm. Overall, the company's strong financial metrics and optimistic guidance suggest a positive stock price movement.
