

Blackstone Inc. (BX) Q2 2026 Earnings Call Transcript

Michael Burry is warning about a market collision: rising oil prices, an artificial intelligence debt binge and mounting pressure in long-duration Treasuries.

Blackstone NYSE: BX reported sharply higher second-quarter 2026 earnings as executives said the firm's early and aggressive positioning around artificial intelligence infrastructure is driving investment performance, fundraising and new business formation across the platform.

Blackstone is working to address the societal and environmental implications of artificial intelligence development, CEO Stephen Schwarzman said on Thursday, as opposition to data center construction mounts in the U.S.

Jobless Claims Come in Decades Low.

While Q2 earnings are mostly robust and Jobless Claims tick near 60-year lows, pre-markets are tumbling on hostilities in the Middle East.

While the top- and bottom-line numbers for Blackstone Inc. (BX) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Blackstone's Q2 earnings beat estimates as record $1.35 trillion AUM and strong inflows outweighed higher expenses.
SEC filings for BX aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.