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Blackstone (BX) investor relations material
Blackstone Goldman Sachs U.S. Financial Services Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs U.S. Financial Services Conference summary10 Dec, 2025
Macroeconomic outlook and investment themes
U.S. economy remains resilient with strong private equity revenue growth and low default rates, driven by the AI CapEx cycle and robust profit margins, though Europe and lower-income consumer sectors show weakness.
Inflation trends are improving, with rental housing inflation below CPI and labor market pressures easing, supporting a positive outlook for rate cuts.
Anticipates a significant productivity boom from technology, especially AI, and expects continued active investment as cost of capital declines.
Key investment areas and risk management
Major investments focus on data centers, energy, and power infrastructure, with a preference for long-term, low-risk leases.
Secondary markets and private credit solutions are attractive due to scale advantages and capital efficiency.
Favors India and Japan for growth, while remaining cautious on most emerging markets and businesses vulnerable to AI disruption.
Emphasizes the need to assess AI risk in all investments and transform legacy businesses to adapt.
AI and technology strategy
AI infrastructure investments, such as data centers, have outperformed expectations, with continued opportunities due to power constraints.
Power demand is expected to rise significantly, supporting further investments in energy and related sectors.
Selective investments in AI applications and software, with a focus on risk management and transformation of traditional businesses.
Specific legacy businesses facing AI disruption
Key metrics for private credit quality
Pillars of real estate recovery
Partial view of Summaries dataset, powered by Quartr API
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Next Blackstone earnings date
Q4 202529 Jan, 2026
Next Blackstone earnings date
Q4 202529 Jan, 2026
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Frequently asked questions
One of the largest asset managers in the world
Blackstone is one of the largest alternative asset managers in the world. They dwarf any other PE firm with their over $900 billion in AUM, up 38 percent year-over-year as of Q2 2022.
The Blackstone portfolio comprises over 200 companies with more than half a million employees worldwide. Among their portfolio companies are;
Refinitiv, the financial markets data and infrastructure provider.
Ancestry, the digital family history services provider.
Bumble, the dating and social networking apps owner and operator, to name a few.
History and background
You can’t talk about Blackstone without mentioning Stephen Schwarzman—the man once dubbed the undisputed king of the private equity industry and one of the wealthiest persons in the world. Schwarzman formed The Blackstone Group in 1985 after leaving the then-independent investment bank, Lehman Brothers. He brought his former boss with him—and they both set out to operate as an M&A advisory firm, making themselves known in the industry. As you know, they did not stop there, and Schwarzman still serves as the CEO and Chairman of Blackstone.
Heavy in real estate
The Blackstone we know today divides its operations into four main segments; real estate, private equity, hedge fund solutions, and credit & insurance, with real estate being the largest - accounting for over 50 percent of revenue. Their gigantic real estate leg is a result of them buying over 50,000 single-family houses across the US from 2012 through 2016, turning them into rental properties.
The company collects fees for managing hundreds of billions of dollars for a wide range of investors, enabling steady streams of Fee-Related Earnings (FRE).
Blackstone, like KKR, is well positioned to capitalize on an eventual market downturn, as the company has dry powder amounting to over $170 billion.
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