Blackstone Mortgage Trust, Inc.(BXMT)Earnings Date, History & Expected Move

Next report date, beat rate and options-implied move

Next report

Oct 29, 2026

BXMT is scheduled to report on Oct 29, 2026, before the market opens. Analysts expect EPS of $0.27.

Next report

Oct 29, 2026

In 5 days · before open

EPS beat rate

33%

4 of 12 quarters

Avg move after earnings

±4.3%

Up 50% of the time · last 12

Options-implied move

—

No reliable options quote yet

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EPS: Actual vs Estimate

Reported EPS against the consensus estimate, last 12 quarters.

Green beat or met, red missed, amber sources differ.

Stock Reaction After Earnings

Close-to-close move in the first session that reflected each report.

Dashed lines mark the average actual move (±4.3%).

Did the stock rise after good news?

The next-day move after each of its last 4 EPS beats and 8 misses.

When it beat expectations

4 reports

▲ Rose 2×

▼ Fell 2×

When it missed expectations

8 reports

▲ Rose 4×

▼ Fell 4×

In plain words: it beat expectations 4 times, but the stock still fell 2 of those 4 times.

Report by report

Jul '26
Missed
▼ -8.7%
Apr '26
Missed
▼ -4.6%
Feb '26
Missed
▲ +2.0%
Oct '25
Missed
▲ +3.5%
Jul '25
Missed
▼ -3.8%
Apr '25
Missed
▲ +0.5%
Feb '25
Missed
▲ +1.6%
Oct '24
Beat
▲ +2.6%
Jul '24
Beat
▼ -11.6%
Apr '24
Missed
▼ -4.6%
Feb '24
Beat
▲ +6.0%
Oct '23
Beat
▼ -2.0%

Clear beats and misses with a known reaction only. What counts as a beat

After an EPS beat

-1.3%

average next-day move · up 50% of 4 times

After an EPS miss

-1.8%

average next-day move · up 50% of 8 times

Why did BXMT fall after beating earnings?

6 of BXMT's last 12 reactions went against the EPS result. What stands out in each:

BXMT beat EPS estimates in 4 quarters, and the stock still closed lower the next day 2 times.

Jul 24, 2024EPS beat +6.5%stock -11.6% next day
- It had risen 8.2% in the 20 trading sessions before the report, so good news may already have been priced in.
- It opened 10.1% lower as soon as trading resumed.
Oct 25, 2023EPS beat +13.0%stock -2.0% next day
- It opened 1.7% lower as soon as trading resumed.

Rose despite an EPS miss (4 of 8)

Feb 11, 2026EPS missed -866.7%stock +2.0% next day
Nothing in the price and estimate numbers we track stands out for this one. Guidance and management comments are not part of our data.
Oct 29, 2025EPS missed -11.1%stock +3.5% next day
- It opened 3.0% higher as soon as trading resumed.
Apr 30, 2025EPS missed -39.3%stock +0.5% next day
- It had already fallen 5.2% in the 20 trading sessions before the report, so weak results may have been expected.
Feb 12, 2025EPS missed -43.7%stock +1.6% next day
Nothing in the price and estimate numbers we track stands out for this one. Guidance and management comments are not part of our data.

Patterns in estimates and prices, not confirmed causes: how we read them.

Was BXMT's earnings move already priced in?

BXMT's move in the month before each of its last 12 reports, against what it did after.

Avg move in the month before

-1.7%

last 12 reports

Higher before the report

42%

of the time

After a run-up of 3%+

Fell 67%

3 reports, avg -4.9%

After a drop of 3%+

Rose 50%

6 reports, avg -1.0%

How the run-up is measured (a move of 5% or more counts as large).

Before vs after each report

Grey: the month before each of the last 12 reports. Green or red: the day after.

Past reports only. How the run-up is measured

Does BXMT hold its opening gap after earnings?

BXMT's opening move after each report and where it closed that day.

In 10 reports BXMT opened at least 1% away from the previous close. It gave back half or more of that gap by the close 2 of 10 times (20%), and fully reversed 2 times. Gaps up faded 0 of 2; gaps down recovered 2 of 8.

Jul 30, 2026Held
Opened -3.5%, closed -8.7%
Apr 29, 2026Held
Opened -3.0%, closed -4.6%
Feb 11, 2026Reversed
Opened -1.2%, closed +2.0%
Oct 29, 2025Held
Opened +3.0%, closed +3.5%
Jul 30, 2025Held
Opened -1.7%, closed -3.8%
Feb 12, 2025Reversed
Opened -2.1%, closed +1.6%
Jul 24, 2024Held
Opened -10.1%, closed -11.6%
Apr 24, 2024Held
Opened -5.9%, closed -4.6%

How gaps, fades and reversals are defined

What the history says

BXMT has missed EPS estimates in 7 straight quarters.
It fell after 2 of its 4 EPS beats (50%): beating estimates has not been enough on its own.

BXMT earnings history

Last 12 reported quarters with the stock's reaction.

Swipe sideways to see every column →

Report date	Time	EPS est.	EPS actual	Surprise	1-day move	3-day move
Jul 30, 2026	Before open	$0.35	$0.31	-11.4%	-8.72%	-11.16%
Apr 29, 2026	Before open	$0.35	$0.21	-40.0%	-4.65%	-4.70%
Feb 11, 2026	Before open	$0.27	-$2.07	-866.7%	+2.04%	-0.36%
Oct 29, 2025	Before open	$0.27	$0.24	-11.1%	+3.47%	+1.87%
Jul 30, 2025	Before open	$0.26	$0.19	-26.9%	-3.77%	-3.77%
Apr 30, 2025	Before open	$0.28	$0.17	-39.3%	+0.47%	+1.00%
Feb 12, 2025	Before open	-$0.87	-$1.25	-43.7%	+1.58%	+7.40%
Oct 23, 2024	Before open	$0.34	$0.39	+14.7%	+2.63%	-0.32%
Jul 24, 2024	Before open	$0.46	$0.49	+6.5%	-11.61%	-10.39%
Apr 24, 2024	Before open	$0.44	$0.33	-25.0%	-4.60%	-6.38%
Feb 14, 2024	Before open	$0.62	$0.69	+11.3%	+6.02%	+9.55%
Oct 25, 2023	Before open	$0.69	$0.78	+13.0%	-2.04%	-3.23%

Consensus for the next report: EPS $0.27, revenue $78.51M.

BXMT Earnings FAQ

Answers computed from Blackstone Mortgage Trust, Inc.'s reported history

BXMT is scheduled to report on Oct 29, 2026, before the market opens. Analysts expect EPS of $0.27.

Over the last 12 quarters with a usable EPS surprise, BXMT beat the consensus estimate 4 times (33%), missed 8 and landed in line 0. It has missed estimates in each of the last 7 counted quarters.

Across its last 12 quarters with a measured reaction, BXMT moved an average of ±4.3% in the first session after reporting. It closed higher 50% of the time; the largest gain was 6.0% and the largest drop -11.6%.

BXMT fell in the first session after 2 of its last 4 EPS beats (50%). A beat that was already priced in, or weaker guidance, can send a stock lower.

Across its last 12 quarters with price data, BXMT moved an average of -1.7% in the 20 trading sessions before reporting and was higher in 42% of them. After a run-up of 3% or more (3 quarters), it fell the next day 67% of the time, averaging -4.9%. After a drop of 3% or more (6 quarters), it rose the next day 50% of the time, averaging -1.0%. This describes past reports; it is not a forecast.

In 10 reports BXMT opened at least 1% away from the previous close. It gave back half or more of that gap by the close 2 of 10 times (20%), and fully reversed 2 times. A fade means the opening move was partly undone during the first session.

How we calculate these numbers · BXMT: 12 reported quarters, latest Jul 30, 2026. Information only, not investment advice.

Earnings this week

Every report this week with expected moves.

Biggest expected earnings moves

Options-implied vs historical move, ranked.