BXMT
BLACKSTONE MORTGAGE TRUST, INC.
Overview
Blackstone Mortgage Trust originates, acquires, and manages senior loans and other debt investments collateralized by commercial real estate in North America, Europe, and Australia. The company finances institutional-quality assets sponsored by experienced real estate owners and operators, primarily through floating-rate senior mortgages.
BLACKSTONE MORTGAGE TRUST, INC is a Real Estate company operating in REIT - Mortgage with a $3.04B market cap.
BXMT missed consensus EPS by 0.5% in Q1 FY2026, reported Apr 28, 2026.
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-04-2912 Q&A exchanges
- Q4 FY2025Earnings2026-02-1117 Q&A exchanges
- Q3 FY2025Earnings2025-10-2912 Q&A exchanges
- Q2 FY2025Earnings2025-07-3010 Q&A exchanges
- Q1 FY2025Earnings2025-04-3020 Q&A exchanges
- Q4 FY2024Earnings2025-02-1225 Q&A exchanges
- Q3 FY2024Earnings2024-10-2313 Q&A exchanges
- Q2 FY2024Earnings2024-07-2413 Q&A exchanges
- Q1 FY2024Earnings2024-04-2411 Q&A exchanges
- Q4 FY2023Earnings2024-02-1420 Q&A exchanges
- Q3 FY2023Earnings2023-10-2522 Q&A exchanges
- Q2 FY2023Earnings2023-07-2619 Q&A exchanges
- Q1 FY2023Earnings2023-04-2630 Q&A exchanges
- Q4 FY2022Earnings2023-02-0831 Q&A exchanges
- Q3 FY2022Earnings2022-10-2617 Q&A exchanges
- Q2 FY2022Earnings2022-07-277 Q&A exchanges
- Q1 FY2022Earnings2022-04-2710 Q&A exchanges
- Q4 FY2021Earnings2022-02-0920 Q&A exchanges
- Q3 FY2021Earnings2021-10-2722 Q&A exchanges
- Q2 FY2021Earnings2021-07-2817 Q&A exchanges
- Q1 FY2021Earnings2021-04-2820 Q&A exchanges
History
Earnings history
- Q1 FY20262026-04-28EPS$0.21 vs $0.40-47.8%Rev$380.2M vs ——EODHD
- Q4 FY20252026-02-10EPS$-2.07 vs $0.41-100.0%Rev$389.0M vs ——EODHD
- Q3 FY20252025-10-21EPS$0.24 vs $0.25-4.0%Rev$373.0M vs ——EODHD
- Q2 FY20252025-07-29EPS$0.19 vs $0.26-26.9%Rev$393.3M vs ——EODHD
- Q1 FY20252025-04-29EPS$0.17 vs $0.28-39.3%Rev$365.7M vs ——EODHD
- Q4 FY20242025-02-11EPS$-1.25 vs $-0.87-43.7%Rev$397.5M vs ——EODHD
- Q3 FY20242024-10-22EPS$0.39 vs $0.34+14.7%Rev$426.1M vs ——EODHD
- Q2 FY20242024-07-23EPS$0.49 vs $0.48+2.1%Rev$461.3M vs ——EODHD
- Q1 FY20242024-04-23EPS$0.33 vs $0.43-23.3%Rev$482.1M vs ——EODHD
- Q4 FY20232024-02-13EPS$0.69 vs $0.62+11.3%Rev$500.6M vs ——EODHD
- Q3 FY20232023-10-24EPS$0.78 vs $0.69+13.0%Rev$514.6M vs ——EODHD
- Q2 FY20232023-07-25EPS$0.79 vs $0.66+19.7%Rev$514.8M vs ——EODHD
- Q1 FY20232023-04-25EPS$0.79 vs $0.74+6.8%Rev$483.0M vs ——EODHD
- Q4 FY20222023-02-07EPS$0.87 vs $0.72+20.8%Rev$454.0M vs ——EODHD
- Q3 FY20222022-10-25EPS$0.71 vs $0.67+6.0%Rev$352.0M vs ——EODHD
- Q2 FY20222022-07-26EPS$0.67 vs $0.63+6.3%Rev$280.5M vs ——EODHD
- Q1 FY20222022-04-26EPS$0.62 vs $0.63-1.6%Rev$232.7M vs ——EODHD
- Q4 FY20212022-02-08EPS$0.78 vs $0.62+25.8%Rev$268.7M vs ——EODHD
- Q3 FY20212021-10-26EPS$0.63 vs $0.61+3.3%Rev$198.5M vs ——EODHD
- Q2 FY20212021-07-27EPS$0.61 vs $0.60+1.7%Rev$194.7M vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q1 FY2026 | 2026-04-28 | $0.21 | $0.40 | -47.8% | $380.2M | — | — | EODHD |
| Q4 FY2025 | 2026-02-10 | $-2.07 | $0.41 | -100.0% | $389.0M | — | — | EODHD |
| Q3 FY2025 | 2025-10-21 | $0.24 | $0.25 | -4.0% | $373.0M | — | — | EODHD |
| Q2 FY2025 | 2025-07-29 | $0.19 | $0.26 | -26.9% | $393.3M | — | — | EODHD |
| Q1 FY2025 | 2025-04-29 | $0.17 | $0.28 | -39.3% | $365.7M | — | — | EODHD |
| Q4 FY2024 | 2025-02-11 | $-1.25 | $-0.87 | -43.7% | $397.5M | — | — | EODHD |
| Q3 FY2024 | 2024-10-22 | $0.39 | $0.34 | +14.7% | $426.1M | — | — | EODHD |
| Q2 FY2024 | 2024-07-23 | $0.49 | $0.48 | +2.1% | $461.3M | — | — | EODHD |
| Q1 FY2024 | 2024-04-23 | $0.33 | $0.43 | -23.3% | $482.1M | — | — | EODHD |
| Q4 FY2023 | 2024-02-13 | $0.69 | $0.62 | +11.3% | $500.6M | — | — | EODHD |
| Q3 FY2023 | 2023-10-24 | $0.78 | $0.69 | +13.0% | $514.6M | — | — | EODHD |
| Q2 FY2023 | 2023-07-25 | $0.79 | $0.66 | +19.7% | $514.8M | — | — | EODHD |
| Q1 FY2023 | 2023-04-25 | $0.79 | $0.74 | +6.8% | $483.0M | — | — | EODHD |
| Q4 FY2022 | 2023-02-07 | $0.87 | $0.72 | +20.8% | $454.0M | — | — | EODHD |
| Q3 FY2022 | 2022-10-25 | $0.71 | $0.67 | +6.0% | $352.0M | — | — | EODHD |
| Q2 FY2022 | 2022-07-26 | $0.67 | $0.63 | +6.3% | $280.5M | — | — | EODHD |
| Q1 FY2022 | 2022-04-26 | $0.62 | $0.63 | -1.6% | $232.7M | — | — | EODHD |
| Q4 FY2021 | 2022-02-08 | $0.78 | $0.62 | +25.8% | $268.7M | — | — | EODHD |
| Q3 FY2021 | 2021-10-26 | $0.63 | $0.61 | +3.3% | $198.5M | — | — | EODHD |
| Q2 FY2021 | 2021-07-27 | $0.61 | $0.60 | +1.7% | $194.7M | — | — | EODHD |
Source: EODHD. BXMT reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks BXMT's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 6/10 quarters but stock falls 60% of the time
SampleWhen a company consistently beats but the stock doesn't react, consensus is usually set too low or the buy-side number is materially above sell-side. Watch for guidance walk-downs ahead of the print.
Missed in 2 of the last 4 quarters
SampleRecent misses matter more than long-window beat rate — the trailing 12 months drives the analyst model and the next-print bar.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $3.26 | $3.12 | +4.5% | -0.8% | +1.2% |
| Q4 FY2026 | $3.14 | $3.33 | -5.8% | -0.2% | +2.3% |
| Q3 FY2026 | $3.25 | $3.19 | +2.0% | -1.6% | -0.4% |
| Q2 FY2026 | $3.15 | $3.23 | -2.4% | +1.8% | +2.3% |
| Q1 FY2025 | $3.12 | $3.23 | -3.5% | +1.5% | +1.8% |
| Q4 FY2025 | $3.42 | $3.40 | +0.7% | +2.5% | +4.7% |
| Q3 FY2025 | $3.54 | $3.41 | +3.9% | -4.7% | -5.9% |
| Q2 FY2025 | $3.33 | $3.52 | -5.4% | +1.9% | +1.2% |
| Q1 FY2024 | $3.64 | $3.55 | +2.6% | -7.2% | -9.5% |
| Q4 FY2024 | $3.77 | $3.51 | +7.4% | -1.6% | -0.7% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Lowered2026-13-15
- Q3 FY2026Maintained2026-10-15
- Q2 FY2026Maintained2026-07-15
- Q1 FY2025Maintained2025-04-15
- Q4 FY2025Maintained2025-13-15
- Q3 FY2025Maintained2025-10-15
- Q2 FY2025Lowered2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Timothy Steven JohnsonCEO6 mono recorded callsCurrentSample
CEO since 2025 • 2/4 beats (50%) • guidance suspended Q2 FY2026
- Katharine A KeenanCEO1 yr7 callsCurrentSample
CEO since 2025 • 2/4 beats (50%) • last call held guidance Q2 FY2026
- Marcin UrbaszekCFO3 mo1 callCurrentSample
CFO since 2026 • 2/2 beats (100%) • last call held guidance Q2 FY2026
- Anthony F Marone JrCFO9 mo19 callsCurrentSample
CFO since 2025 • 3/4 beats (75%) • last guidance raise Q3 FY2026
- Fernando Austin PenaPresident7 mono recorded callsCurrentSample
PRESIDENT since 2025 • 3/4 beats (75%) • last call held guidance Q2 FY2026
Peers
Other companies in Real Estate
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for BXMT.
$ curl https://api.spokenalpha.com/v1/companies/BXMTFAQ
Frequently asked about BXMT
Where can I find BLACKSTONE MORTGAGE TRUST, INC.'s (BXMT) earnings call transcripts?
Spoken Alpha indexes BXMT's earnings call transcripts at https://spokenalpha.com/companies/BXMT. Each call links to attributed speakers and parsed analyst Q&A. BLACKSTONE MORTGAGE TRUST, INC.'s own investor relations page is at https://ir.blackstonemortgagetrust.com/shareholders/default.aspx.
When was BLACKSTONE MORTGAGE TRUST, INC.'s most recent earnings call?
BLACKSTONE MORTGAGE TRUST, INC. (BXMT) held its most recent earnings call on 2026-04-29, covering fiscal Q1 2026.
What sector is BXMT in?
BLACKSTONE MORTGAGE TRUST, INC. (BXMT) operates in the Real Estate sector (REIT - Mortgage industry).