← 실적 발표
BLK FY2026 Q2 개선

BlackRock, Inc. 실적 발표

Jul 15, 2026 · 03:30 ET Christopher J. MeadeLaurence D. FinkMartin S. Small earningscall_biz
Buzzberg 분석

Record $868B net inflows, 10% organic base fee growth

BlackRock reported record Q2 2026 results with $7.1bn revenue, $13.91 EPS, 45.9% operating margin, and $192bn in net inflows. Management highlighted strong momentum in private markets, tokenization, and technology, raised share repurchases to $550mn/quarter, and expressed high optimism for future growth. Record first-half net inflows of $868bn and 8% organic base fee growth in Q2.

Buzzberg 분석 Record $868B net inflows, 10% organic base fee growth BlackRock reported record Q2 2026 results with $7.1bn revenue, $13.91 EPS, 45.9% operating margin, and $192bn in net inflows. Management highlighted strong momentum in private markets, tokenization, and technology, raised share repurchases to $550mn/quarter, and expressed high optimism for future growth. Record first-half net inflows of $868bn and 8% organic base fee growth in Q2. 전체 분석 보기분석 접기

BlackRock reported record Q2 2026 results with $7.1bn revenue, $13.91 EPS, 45.9% operating margin, and $192bn in net inflows. Management highlighted strong momentum in private markets, tokenization, and technology, raised share repurchases to $550mn/quarter, and expressed high optimism for future growth. Record first-half net inflows of $868bn and 8% organic base fee growth in Q2.

  • Operating margin expanded 260bps YoY to 45.9%, with recurring FRE margin at 46.5%.
  • Private markets flywheel accelerating: $15bn net inflows, $6bn private credit deployment, and major infrastructure transactions including the take private of AES.
  • iShares ETFs gathered $178bn in Q2, with active ETFs at $20bn; European iShares crossed $1.5tn AUM.
매출$7.084B+6% 전분기 대비
주당순이익(EPS)$13.91+11% 전분기 대비
매출총이익률82%보고값
영업이익률35.69%보고값
근거 있는 핵심 내용 6개

지금 중요한 점

이번 발표에서 가장 의미 있는 변화를 정리했습니다.

01
Demand

Record $868B net inflows, 10% organic base fee growth

02
Margins

Operating margin 45.9%, highest in nearly five years

03
Demand

iShares $178B net inflows in Q2, record first half

핵심 내용 3개 더 보기
04
Capital return

Increasing share repurchases to at least $550M per quarter

05
Other

Largest data center infrastructure transaction announced

06
Other

Filed for tokenized money market funds on Ethereum

보고 기간

보고 실적

지표보고값변화
매출$7.084B+6% 전분기 대비
주당순이익(EPS)$13.91+11% 전분기 대비
매출총이익률82%보고값
영업이익률35.69%보고값
순이익$1.914B-13% 전분기 대비
AI, 자본지출 및 수요 분석

경영진 분석

톤

confident

Management expressed strong confidence throughout the call, driven by record net inflows, organic growth, margin expansion, and accelerating momentum; no shift from prior optimistic stance.

아래에 언급된 기업 1개 모두 표시

기업발표 이후 수익률

투자 대상

AES -0.4%
투자 대상

BlackRock, through its infrastructure platform, is acquiring AES, signaling a major bet on utility-scale energy and grid infrastructure, which may affect AES's capital structure and operations.

근거
“We announced the planned acquisitions, the take private of AES.”
Martin S. Small
방법론 및 범위

경영진 발언만 분석합니다. 검증된 기업 언급 1개를 모두 표시하며, 보고 실적과 향후 가이던스를 분리합니다. 공개 근거는 화자가 표시된 짧은 인용문 8개로 제한됩니다. AI 분석은 불완전하거나 틀릴 수 있으므로 중요한 주장은 원문에서 확인하세요.