NYSE$BX

BlackStone Group LP · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Blackstone reported strong Q4 and full year results, marked by significant earnings growth and high levels of inflows, investment activity, and realizations.

Blackstone reported one of its best quarters in history, with earnings growth accelerating sharply. Key drivers of the business, including inflows, investment activity, and realizations, reached their highest levels in two-and-a-half years. The firm's ability to innovate and build market-leading businesses continues to power growth, exhibiting significant momentum as it moves forward in 2025.

  • GAAP Net Income was $1.3 billion for the quarter and $5.4 billion for the year.
  • Fee Related Earnings (FRE) reached $1.8 billion ($1.50/share) in the quarter and $5.3 billion for the year ($4.32/share).
  • Distributable Earnings (DE) totaled $2.2 billion ($1.69/share) in the quarter and $6.0 billion for the year ($4.64/share).
  • Total Assets Under Management (AUM) amounted to $1,127.2 billion with inflows of $57.5 billion in the quarter and $171.5 billion for the year.

Headline financials

Total Revenue

$4.15B

Previous: $2.54B+63.7%
EPS (adj)

$1.69

Previous: $1.11+52.3%
Assets Under Mgmt

$1.13T

No prior period
Fee-Earning AUM

$831B

Previous: $763B+8.9%
Net Accrued Perf. Rev.

$6.28B

Previous: $5.8B+8.3%
Capital Expenditures

-$11.9M

Previous: $31.3M-137.9%
Net Income

$1.33B

Previous: $109M+1117.7%
Operating Income

$1.56B

Previous: $155M+906.8%

Revenue & EPS history

BlackStone · Revenue · Quarterly

$4.15B

Q4 2024+63.7%vs Q4 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

BlackStone · $1.86B total across 2 segments · Q2 2023

  • Mgmt & Advisory Fees
    $1.71B+9.5%
  • Fee-Related Perf. Rev.
    $153M+53.7%

Forward guidance

The document does not contain explicit forward guidance. It expresses confidence in Blackstone's momentum and ability to drive future growth.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+1.2%

Avg return

Earnings day

+1.2%

Avg return

5 days after

+0.6%

Avg return

30 days after

62%

40 / 65 earnings

Positive

+11.5%

Q4 2021

Best reaction

-8.1%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.0%-6.3%-8.6%
Q4 2025-2.6%-8.8%-22.8%
Q3 2025-4.2%-6.2%-11.8%
Q2 2025-1.1%-5.3%+2.7%
Q1 2025+0.8%-3.5%+13.4%
Q4 2024-4.1%-7.8%-13.1%
Q3 2024+7.9%+5.5%+13.6%
Q2 2024+2.8%+6.5%-0.4%
Q1 2024-3.9%+0.9%+2.0%
Q4 2023+3.3%+5.4%+3.7%
Q3 2023-7.7%-7.0%+2.6%
Q2 2023-3.0%-3.5%-8.7%
Q1 2023-3.3%-6.6%-10.2%
Q4 2022+7.9%+8.0%+0.2%
Q3 2022-2.6%+4.3%+4.5%
Q2 2022-4.6%-7.4%+2.2%
Q1 2022-8.1%-10.9%-10.6%
Q4 2021+11.5%+21.1%+15.5%
Q3 2021+6.9%+10.5%+13.8%
Q2 2021+5.2%+8.0%+7.1%
Q1 2021+8.6%+10.3%+13.0%
Q4 2020+3.3%+6.8%+6.7%
Q3 2020-1.7%-1.0%+16.7%
Q2 2020-4.0%-6.6%-8.7%
Q1 2020+4.5%+10.9%+16.4%
Q4 2019-2.5%+1.0%-14.1%
Q3 2019+6.0%+7.5%+4.4%
Q2 2019+0.8%+7.3%+4.3%
Q1 2019+8.6%+10.6%+13.1%
Q4 2018+2.6%+4.5%+1.2%
Q3 2018-4.0%-6.4%-10.1%
Q2 2018-0.8%-0.1%-0.1%
Q1 2018+1.4%+1.3%-1.5%
Q4 2017-3.4%-5.2%-8.8%
Q3 2017+2.9%+3.3%-5.1%
Q2 2017-1.0%-0.7%-9.4%
Q1 2017+0.7%+2.8%-0.6%
Q4 2016+2.2%+0.0%-3.5%
Q3 2016+0.5%-1.8%+4.6%
Q2 2016+6.1%+7.1%+9.1%
Q1 2016-3.4%
Q4 2015+2.6%
Q3 2015+2.9%
Q2 2015+0.6%
Q1 2015+2.0%
Q4 2014+1.6%
Q3 2014+0.8%
Q2 2014+5.0%
Q1 2014+2.6%
Q4 2013+5.9%
Q3 2013+2.9%
Q2 2013+8.4%
Q1 2013-1.9%
Q4 2012+9.5%
Q3 2012+4.1%
Q2 2012+1.9%
Q1 2012+2.1%
Q2 2011-1.2%
Q4 2011-1.2%
Q3 2011-7.2%
Q1 2011+0.5%
Q4 2010+2.9%
Q3 2010-0.5%
Q2 2010-1.3%
Q1 2010+7.0%

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