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Blackstone Mortgage (BXMT)
NYSE:BXMT
US Market
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Blackstone Mortgage (BXMT) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 18, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.37
Last Year’s EPS
-1.25
Same Quarter Last Year
Based on 2 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 29, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call highlighted strong financial performance, robust investment activity, and positive credit outcomes, while also addressing the challenges of a stock price that has not yet reflected business momentum and underperforming REO assets.
Company Guidance
During the Blackstone Mortgage Trust Third Quarter 2025 Investor Call, the company reported strong financial performance, with GAAP net income of $0.37 per share and distributable earnings of $0.24 per share. Distributable earnings before charge-offs were $0.48 per share, exceeding the $0.47 per share dividend paid for the third quarter. The company highlighted a stable credit environment with no new impaired loans and robust investment activity, including $1 billion in investments and $1.7 billion in the closing pipeline. The balance sheet remains solid with debt to equity at 3.5x and $1.3 billion in liquidity. The call also noted a significant $1.6 billion in loan repayments and a $100 million investment in net lease properties. Blackstone Mortgage Trust is well-positioned to continue capitalizing on recovering market conditions, with expectations for over $7 billion in new investments by year-end. The company has repurchased nearly $140 million in stock, with a 10.4% dividend yield, indicating a strategic focus on maximizing shareholder value.
Strong Third Quarter Results
Reported GAAP net income of $0.37 per share and distributable earnings of $0.24 per share. Distributable earnings prior to charge-offs were $0.48 per share, covering the $0.47 dividend.
Investment Activity and Pipeline
Closed $1 billion of total investments across loan originations, net lease assets, and a performing bank loan portfolio. $1.7 billion of total originations closed or in closing post quarter end.
Robust Real Estate Market Conditions
Real estate fundamentals remain strong with demand stable or improving and new supply constrained. Liquidity and transaction activity are increasing, with SASB CMBS on track for a record issuance year.
Successful Capital Optimization
Reduced cost of capital by driving down borrowing costs. Borrowed over 15 basis points tighter in the third quarter compared to the prior quarter.
Positive Credit Outcomes
No new impaired loans this quarter. Resolved 2 previously impaired loans at a premium to aggregate carrying values and upgraded 8 loans.

Blackstone Mortgage (BXMT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

BXMT Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 18, 2026
2025 (Q4)
0.37 / -
-1.25
Oct 29, 2025
2025 (Q3)
0.36 / 0.24
0.39-38.46% (-0.15)
Jul 30, 2025
2025 (Q2)
0.37 / 0.19
0.49-61.22% (-0.30)
Apr 30, 2025
2025 (Q1)
0.26 / 0.17
0.33-48.48% (-0.16)
Feb 12, 2025
2024 (Q4)
-1.04 / -1.25
0.69-281.16% (-1.94)
Oct 23, 2024
2024 (Q3)
0.32 / 0.39
0.78-50.00% (-0.39)
Jul 24, 2024
2024 (Q2)
0.45 / 0.49
0.79-37.97% (-0.30)
Apr 24, 2024
2024 (Q1)
0.43 / 0.33
0.79-58.23% (-0.46)
Feb 14, 2024
2023 (Q4)
0.64 / 0.69
0.87-20.69% (-0.18)
Oct 25, 2023
2023 (Q3)
0.69 / 0.78
0.719.86% (+0.07)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

BXMT Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 29, 2025
$18.14$18.77+3.47%
Jul 30, 2025
$18.88$18.17-3.76%
Apr 30, 2025
$18.04$18.13+0.50%
Feb 12, 2025
$17.59$17.87+1.59%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Blackstone Mortgage (BXMT) report earnings?
Blackstone Mortgage (BXMT) is schdueled to report earning on Feb 18, 2026, After Close (Confirmed).
    What is Blackstone Mortgage (BXMT) earnings time?
    Blackstone Mortgage (BXMT) earnings time is at Feb 18, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is BXMT EPS forecast?
          BXMT EPS forecast for the fiscal quarter 2025 (Q4) is 0.37.
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