•
Mar 31

BlackRock Q1 2025 Earnings Report

BlackRock reported strong Q1 2025 results, with record inflows and increased adjusted earnings.

Key Takeaways

BlackRock posted solid financial results in Q1 2025, driven by record $84 billion in total net inflows, strong performance across ETFs, private markets, and technology services. Adjusted EPS grew by 15%, and AUM reached $11.58 trillion.

Total net inflows reached $84 billion, led by ETFs and private markets.

Adjusted EPS increased 15% to $11.30, supported by a lower tax rate.

Revenue rose 12% year-over-year to $5.276 billion, reflecting fee growth and acquisitions.

Technology services revenue grew 16%, boosted by Aladdin and the Preqin acquisition.

Total Revenue
$5.28B
Previous year: $4.9B
+7.7%
EPS
$11.3
Previous year: $9.81
+15.2%
Assets Under Management
$11.6B
Previous year: $10.5B
+10.6%
Adj. Operating Margin
43.2%
Previous year: 42.2%
+2.4%
GAAP Operating Margin
32.2%
Previous year: 35.8%
-10.1%

BlackRock

BlackRock

BlackRock Revenue by Segment

BlackRock Revenue by Geographic Location

Forward Guidance

BlackRock remains optimistic about future growth, emphasizing demand for ETFs, private markets, and Aladdin despite market volatility.

Positive Outlook

  • Strong momentum in ETFs and private markets.
  • Continued growth in technology services, particularly Aladdin.
  • Client demand remains steady despite macroeconomic uncertainty.
  • Expanded platform following GIP and Preqin acquisitions.
  • Organic base fee growth remains robust across segments.

Challenges Ahead

  • Volatility in equity and fixed income markets may pressure fees.
  • Lower performance fees due to market conditions.
  • Institutional index net outflows observed in the quarter.
  • Increased expenses related to acquisitions and integrations.
  • Geopolitical and macroeconomic uncertainty affecting sentiment.