NYSE$BXSL

Blackstone Secured Lending Fund · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

Blackstone Secured Lending reported Q3 2025 total investment income of $358.6M with net investment income of $189.5M.

Third-quarter total investment income rose 4% to $358.6 million on a larger average portfolio. Net investment income after tax was $189.5 million ($0.82 per share) as the BDC benefited from floating-rate assets.

  • Total investment income $358.6M (+4% YoY).
  • NII after tax $189.5M; EPS $0.82.
  • Average investments ~$13.5B at fair value.
  • Portfolio yield and origination pace key.

Headline financials

Total Revenue

-$98M

Previous: -$90.3M-8.5%
EPS (adj)

$0.82

Previous: $0.75+9.3%
Debt-to-equity

1.22

No prior period
Investments at fair value

$13.8B

No prior period
Non-accrual rate

0.1%

Previous: 0.2%-50.0%
Total all-in cost of debt

5.0%

No prior period
NAV per share

$27.15

No prior period
Annualized NII return

12.0%

No prior period
Net Income

$132M

Previous: $152M-12.7%
Operating Income

$189M

Previous: -$123M+253.3%

Revenue & EPS history

Blackstone Secured Lending Fund · Revenue · Quarterly

-$98M

Q3 2025+8.5%vs Q3 2024
Beat estimate in 2 of 14 quarters(14%)
ActualEstimate

Forward guidance

The filing outlines Blackstone Secured Lending Fund's outlook, including capital allocation, operating priorities, and sector risks relevant to upcoming periods.

Tailwinds

  • Blackstone Secured Lending Fund discusses operational execution and demand trends in the filing.
  • Balance sheet and liquidity actions support the business plan.
  • Net investment income and dividends remain central.
  • Floating-rate assets benefit from rate backdrop.

Headwinds

  • Macro, pricing, and cost inflation may pressure margins.
  • Segment mix and one-time items can affect comparability.
  • Credit marks and spreads can swing quarterly earnings.

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 Q3 2025

Historical avgQ3 2025

+0.5%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+0.6%

Avg return

30 days after

50%

10 / 20 earnings

Positive

+5.0%

Q2 2022

Best reaction

-4.6%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.8%-3.1%-3.9%
Q4 2025+3.3%+1.5%-1.4%
Q3 2025+0.3%+0.6%+7.0%
Q2 2025-3.1%-2.6%-6.1%
Q1 2025+0.9%+4.0%+8.6%
Q4 2024-3.7%-1.4%-3.1%
Q3 2024-0.5%-0.9%+3.2%
Q2 2024+1.8%+1.7%+1.7%
Q1 2024-1.2%-3.2%-2.6%
Q4 2023-1.1%-0.8%+4.0%
Q3 2023-1.1%-0.8%-0.5%
Q2 2023-4.6%-3.8%-3.2%
Q1 2023-0.9%-1.2%+1.2%
Q4 2020+2.4%+2.4%+2.6%
Q4 2022+2.4%+2.4%+2.6%
Q3 2021+3.9%+5.3%+0.9%
Q3 2022+3.9%+5.3%+0.9%
Q2 2022+5.0%+3.9%+3.5%
Q1 2022+2.8%+1.0%-1.5%
Q4 2021-0.8%+3.1%-2.6%

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