BX Q2 earnings — Revenue +36% YoY · EPS +57% YoY · EBIT +47% YoY黑石集团 (BX) Q2 财报 — 营收 +36% YoY · EPS +57% YoY · EBIT +47% YoY
Core Earnings Data
Blackstone Inc. (BX) disclosed Q2 2026 (ending June 30, 2026) results via SEC 8-K Item 2.02 on July 23, 2026: quarterly revenue hit $5.04B, up 35.9% YoY; diluted EPS was $1.54, a 57.1% YoY jump; EBIT totaled $2.81B, up 46.6% YoY. The results beat consensus analyst estimates, which had projected $1.34 EPS and $3.42B in revenue.
Margin Expansion Analysis
EBIT’s 46.6% YoY growth outpaced revenue’s 35.9% growth, marking margin expansion. Using Q2 2025 as a baseline, the prior-quarter EBIT margin was ~51.7%, while Q2 2026 margin rose to ~55.7%, a 4 percentage point increase, reflecting improved fee rates or cost controls.
Forward Guidance
No quarterly or full-year forward guidance was included in the 8-K filing, so no official outlook metrics are available.
Cross-Referenced Signals
Consistent with Form 4 insider filings, Director Ruth Porat made three share purchases on May 13, 2026, totaling 438.84 shares at an average $123 per share, for ~$54,000 total. Chief Administrative Officer Vikrant Sawhney sold 29,914 total shares on May 1, 2026, generating ~$3.78M in proceeds. As of December 31, 2025, BX had 2,339 institutional holders, up 47 from the prior period, with total holdings valued at $78.7B, representing 65.3% of outstanding float.
Follow-Up & Signal Limitations
This signal is limited to disclosed core metrics, and does not confirm sustained growth, long-term margin viability, or exact analyst estimate revisions. Key follow-up items include: 1) the Q2 2026 10-Q filing for segmented business data; 2) the official earnings call transcript; 3) subsequent Form 13F institutional position changes.
核心财报数据
黑石集团（BX）于2026年7月23日通过SEC 8-K表格第2.02项披露2026年第二季度（截至6月30日）业绩：营收50.4亿美元，同比增长35.9%；摊薄每股收益1.54美元，同比增长57.1%；息税前利润28.1亿美元，同比增长46.6%。该业绩远超市场预期，分析师此前预期EPS为1.34美元，营收为34.22亿美元。
利润率分析
本次EBIT增速（46.6%）高于营收增速（35.9%），实现利润率扩张。以2025年第二季度为基准，当时EBIT利润率约51.7%，本季度升至约55.7%，单季扩张约4个百分点，反映出资产管理费率优化或成本控制成效。
前瞻指引
本次8-K文件未披露任何季度或全年业绩指引，暂无官方前瞻数据。
交叉信号验证
结合内幕交易数据，董事露丝·波拉特（Ruth Porat）于2026年5月13日分三笔增持共438.84股，平均成交价约123美元，总交易额约5.4万美元。首席行政官维克兰特·萨赫尼于2026年5月1日减持共29,914股，套现约378.5万美元。截至2025年12月31日，BX机构持仓达2339家，较此前增加47家，总持仓市值787亿美元，占流通股65.3%。
后续关注与信号局限
本信号仅基于已披露的核心财务数据，无法证明增长可持续性、利润率扩张的长期性或分析师预期调整幅度。后续需关注：1）8月发布的2026年第二季度10-Q文件中的细分业务数据；2）财报电话会议纪要；3）后续机构持仓变动。
This analysis was generated by InvestLog AI based on SEC filings, Form 4 insider transactions, Form 144 planned-sale notices, 13F institutional holdings, analyst ratings, and market data. It is for informational purposes only and does not constitute investment advice.这篇研究由 InvestLog AI 基于 SEC 披露、Form 4 内部人交易、Form 144 计划减持、13F 机构持仓、分析师评级和市场数据生成。内容仅供参考，不构成投资建议。