Key Highlights

  • 7.1 is the USD million of Net Income Blackstone Digital Infrastructure Trust Inc. (NYSE:BXDC) reported for the second quarter of 2026, equal to 0.14 per share and 0.28 per share for the first six months.
  • 0.08 is the AFFO per adjusted share Blackstone Digital Infrastructure Trust Inc. (NYSE:BXDC) reported for the second quarter of 2026, on AFFO of USD 7.7 million, versus FFO per adjusted share of 0.07.
  • 2 billion is the USD amount of dry powder cited by Blackstone Digital Infrastructure Trust Inc. (NYSE:BXDC) management, which completed its initial public offering with a May 15, 2026 closing and is externally managed by Blackstone.
  • 9:00 a.m. ET on November 16, 2026 is when Blackstone Digital Infrastructure Trust Inc. (NYSE:BXDC) holds its third quarter investor call, with a public webcast and a replay posted for shareholders afterward.

What Investors Expect From Blackstone Digital Infrastructure Trust Inc. (NYSE:BXDC) on November 16, 2026

Blackstone Digital Infrastructure Trust is scheduled to report third quarter 2026 results on the morning of November 16, 2026, ahead of an investor call at 9:00 a.m. ET. This is the company's second report as a public company. The Market Value is approximately USD 1.6 billion, based on a closing price of USD 16.17 on October 26, 2026 and 100.65 million shares outstanding. The 52-week trading range is USD 15.44 to USD 22.90.

The Rationale: Last Reported Quarter and Management Outlook for Blackstone Digital Infrastructure Trust Inc. (NYSE:BXDC)

Second quarter net income was USD 7.1 million, or 0.14 per basic and diluted share on 50,157,102 weighted average shares. FFO equaled net income at USD 7.1 million, or 0.07 per adjusted share. AFFO was USD 7.7 million after adding back USD 535 thousand of organization costs and USD 76 thousand of restricted stock amortization, or 0.08 per adjusted share on 99,223,829 shares. Chief Executive Officer Nick Pell described the stabilized Data Center market as growing quickly. The company has not issued numeric guidance.

Valuation, Liquidity and Risks for Blackstone Digital Infrastructure Trust Inc. (NYSE:BXDC)

The trust targets newly built, stabilized data centers leased to investment-grade hyperscale tenants on long-term contracts. Shares trade at a published forward price-to-earnings ratio of 41.71. Annualizing the second quarter AFFO of 0.08 per share gives 0.32, implying roughly 50 times, calculated, though the figure reflects a partial period after the IPO. Risks include Acquisition pace, tenant concentration, power availability, interest rates, the external management structure and the limited public track record of the vehicle.

Where Things Stand

Blackstone Digital Infrastructure Trust Inc. (NYSE:BXDC) reports its first full quarter after the May 15, 2026 initial public offering closed. Net income of USD 7.1 million and AFFO of USD 7.7 million reflect a partial period, since the adjusted share count of 99,223,829 is calculated from the closing date through June 30. The market value of about USD 1.6 billion, more than 100 million shares and USD 2 billion of dry powder frame the Investment case, which depends on deploying Capital into stabilized Assets leased to hyperscale tenants. Investors will look for disclosure on acquisitions, tenant mix, Leverage and distributions from Blackstone Digital Infrastructure Trust Inc. (NYSE:BXDC), none of which were detailed in the second quarter release.