| BX |
Report |
Total Net Realizations (Q2 2026) |
BEAT |
pred ~$560M vs. cons $417M |
HIGH |
| BX |
Report |
Fee-Related Earnings (Q2 2026) |
BEAT |
pred ~$1,610M vs. cons $1,585M |
MEDIUM |
| BX |
Report |
Inflows - AUM (Q2 2026) |
BEAT |
pred ~$62B vs. cons $54.4B |
MEDIUM |
| BX |
Guide |
Realization Trajectory (H2 2026) |
BETTER |
guide 'robust H2' vs. cons FY $2,309M net realizations |
HIGH |
| BX |
Guide |
FRE Trajectory (Q3/Q4 2026) |
BETTER |
guide 'acceleration in H2' vs. cons FY FRE $6,385M |
MEDIUM |
| BX |
Guide |
Wealth Channel / BCRED (Q3 2026) |
BETTER |
guide stabilization/recovery vs. cons $54.4B Q3 inflows |
MEDIUM |
| BX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.5% |
— |
MEDIUM |
| BX |
Return |
5-day cumulative residual |
+7.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — realization beat forces FY estimate revisions upward; short covering (23M shares) sustains bid; archetype A has followed through in both historical instances (+6.9% and +5.2%) |
MEDIUM |