| BX |
Report |
DE/share |
BEAT |
pred ~$1.38 vs. cons $1.358 |
MEDIUM |
| BX |
Report |
Fee-related earnings |
IN-LINE |
pred ~$1.60B vs. cons $1.585B |
MEDIUM |
| BX |
Report |
Gross inflows |
BEAT |
pred ~$55.0B vs. cons $54.44B |
LOW |
| BX |
Guide |
FRE trajectory (2H 2026) |
UNKNOWN |
moderate near-term growth; later-2026 acceleration; no numerical guide vs. cons UNVERIFIED |
LOW |
| BX |
Guide |
Realizations / performance revenue (2H 2026) |
UNKNOWN |
conditional acceleration; no numerical guide vs. cons UNVERIFIED |
LOW |
| BX |
Guide |
Wealth / private-credit flows (Q3 2026) |
UNKNOWN |
aggregate recovery but BCRED remains softer; no numerical guide vs. cons UNVERIFIED |
LOW |
| BX |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
LOW |
| BX |
Return |
5-day cumulative residual |
-4.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — implicit forward caution should keep revisions soft |
LOW |