NYSE$BXMT

Blackstone Mortgage Trust Inc · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

BXMT reported Q1 2026 revenue of $159.4M and net loss of $6.3M, with diluted loss per share of $(0.04).

For Q1 2026, BXMT reported revenue of $159.4M and net loss of $6.3M. The quarterly filing discusses segment performance, liquidity, and outlook in MD&A.

  • Revenue of $159.4M for Q1 2026.
  • Net loss of $6.3M; diluted loss $(0.04) per share.
  • Operating trends and segment mix are detailed in the quarterly report.
  • Liquidity, capital allocation, and macro exposure discussed in MD&A.

Headline financials

Total Revenue

$244M

Previous: $217M+12.7%
EPS (adj)

-$0.04

Previous: $0.00
Net Income

-$6.3M

Previous: -$357K-1663.9%
Operating Income

$195M

Previous: $367.00+53013796.5%

Revenue & EPS history

Blackstone Mortgage Trust · Revenue · Quarterly

$244M

Q1 2026+12.7%vs Q1 2025
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Forward guidance

The filing discusses BXMT's operating environment, capital priorities, and risks; formal quarterly EPS guidance is limited in the 10-Q.

Tailwinds

  • MD&A provides segment and liquidity detail for the quarter.
  • Balance sheet and cash flow support ongoing operations and capital returns where applicable.

Headwinds

  • Macro, competitive, or regulatory risks noted in risk factors.
  • No full-year EPS bridge in the quarterly SEC filing alone.

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 Q1 2026

Historical avgQ1 2026

-0.3%

Avg return

Earnings day

+1.0%

Avg return

5 days after

+1.4%

Avg return

30 days after

52%

34 / 65 earnings

Positive

+15.3%

Q1 2020

Best reaction

-13.6%

Q2 2010

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-4.6%-5.4%-8.7%
Q4 2025+2.0%-0.4%-5.4%
Q3 2025+3.4%+2.3%+7.3%
Q1 2025+0.5%-0.3%-0.4%
Q4 2024+1.6%+7.4%+8.9%
Q3 2024+1.7%-0.3%+0.3%
Q2 2024-11.3%-8.2%-8.2%
Q1 2024-7.7%-6.4%-9.4%
Q4 2023+11.6%+9.5%+11.1%
Q3 2023-1.2%-1.4%+10.0%
Q2 2023+0.4%+2.5%-5.8%
Q1 2023+10.1%+5.8%+8.5%
Q4 2022-7.8%-5.2%-21.6%
Q3 2022+3.4%+4.0%+5.0%
Q2 2022+6.1%+5.6%+1.5%
Q1 2022+0.1%-3.5%+0.9%
Q4 2021+1.8%+1.8%+2.6%
Q3 2021+1.2%+2.8%-4.9%
Q2 2021+2.5%+2.2%+3.7%
Q1 2021-1.2%-2.3%-2.6%
Q4 2020-0.3%+0.9%+11.5%
Q3 2020+3.2%+7.9%+27.6%
Q2 2020+2.8%+0.7%+2.4%
Q1 2020+15.3%+14.0%+22.2%
Q4 2019+2.5%+2.8%-26.2%
Q3 2019-0.6%-1.0%-1.3%
Q2 2019-2.0%-1.0%-1.7%
Q1 2019+2.7%+3.2%+3.6%
Q4 2018-1.1%-3.0%+0.2%
Q3 2018+2.2%+0.5%+6.0%
Q2 2018+0.9%+0.6%+4.2%
Q1 2018-0.5%+0.6%+3.0%
Q4 2017+2.9%+4.4%+5.4%
Q3 2017+1.1%+0.8%+3.6%
Q2 2017-1.5%-2.0%+0.1%
Q1 2017+1.8%+0.8%+2.3%
Q4 2016-2.2%-2.6%-2.4%
Q3 2016+1.0%+0.3%-0.4%
Q2 2016+1.1%+1.3%+1.4%
Q1 2016+2.0%
Q4 2015+4.8%
Q3 2015+0.8%
Q2 2015+0.8%
Q1 2015-0.4%
Q4 2014-1.9%
Q3 2014-0.4%
Q2 2014+0.4%
Q1 2014-0.2%
Q4 2013+0.1%
Q3 2013-1.0%
Q2 2013-1.4%
Q1 2013-1.8%
Q1 2010-1.8%
Q4 2012-1.8%
Q3 2012+0.0%
Q2 2012+5.5%
Q1 2011-5.2%
Q1 2012+4.8%
Q4 2011-5.1%
Q4 2009-5.1%
Q3 2011-5.2%
Q3 2010-5.2%
Q2 2011-13.6%
Q4 2010-13.6%
Q2 2010-13.6%

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