Blackstone Q3 2026: EPS Misses as Revenue Slips
Blackstone’s Q3 2026 was a soft reported quarter: revenue fell 0.8% to $3.06 billion and GAAP EPS of $0.83 came in 36.3% below the $1.30 consensus. The offset is that inflows were $63.3 billion and the firm returned $1.5 billion to shareholders. Read the quarter as a performance-revenue and real-estate timing story, not a fundraising failure; the missing guidance makes the reported figures the main scorecard.
1 · Expected vs. Actual
Free preview belowGAAP diluted EPS was $0.83, versus $0.80 a year earlier but well below the $1.30 consensus estimate. Net income attributable to Blackstone was $662 million, up from $625 million, yet the EPS comparison to consensus is the headline miss. The gap suggests investors should focus on the quality and timing of performance revenues, not just the year-over-year gain.
Revenue was $3.06 billion, down 0.8% from $3.09 billion a year earlier. The sequential drop from $5.04 billion in Q2 was severe, and it came even as inflows were $63.3 billion. Segment revenue of $3.22 billion does not tie to the $3.06 billion GAAP figure, so the mix deserves scrutiny.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-11-07
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