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Mar 31

BlackStone Q1 2025 Earnings Report

Blackstone delivered strong inflows and earnings growth amid challenging markets.

Key Takeaways

Blackstone posted solid Q1 results, highlighted by record inflows of $61.6 billion, a year-over-year increase in distributable earnings, and continued strength in private equity and credit strategies.

Segment revenue reached $2.76 billion in Q1, up 8% YoY.

Distributable Earnings totaled $1.41 billion, or $1.09 per share.

Total AUM rose to $1.167 trillion, with $61.6 billion in inflows.

Net income under GAAP was $1.21 billion, down from $1.6 billion YoY.

Total Revenue
$2.76B
Previous year: $2.55B
+8.4%
EPS
$1.09
Previous year: $0.98
+11.2%
Total AUM
$1.17T
Previous year: $1.06T
+10.0%
Fee-Earning AUM
$860B
Previous year: $781B
+10.1%
Inflows
$61.6B
Cash and Equivalents
$2.39B
Previous year: $2.5B
-4.7%
Total Assets
$45.3B
Previous year: $39.7B
+14.0%

BlackStone

BlackStone

BlackStone Revenue by Segment

Forward Guidance

Blackstone is positioned to continue capital deployment and growth amid macroeconomic uncertainty, supported by strong investor demand and robust fundraising.

Positive Outlook

  • Record inflows of $62B show strong investor confidence.
  • Perpetual capital AUM rose 14% YoY to $464.4B.
  • Credit and Insurance segment posted 76% YoY growth in earnings.
  • Private Equity AUM grew 16% to $371B.
  • $177B in dry powder supports future opportunities.

Challenges Ahead

  • GAAP net income declined YoY from $1.6B to $1.2B.
  • Revenue from principal investments dropped from $540M to $344M.
  • Real Estate segment earnings fell 20% YoY.
  • Performance allocations were lower compared to prior year.
  • Volatility in markets may affect realization timelines.