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Q2 20262026年8月5日
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本季业绩超预期，创纪录募资770亿美元，同比大幅增长。FRE同比增20%至8.08亿，DE增15%至7.07亿，FBC达6720亿增19%。核心驱动力包括旗舰策略强劲、Just Group 400亿委托落地及Oaktree收购完成，信贷平台规模与能力显著增强。AI基础设施成最大增长引擎，与Bloom合作扩展至250亿，并获选开发Paducah AI园区，预计撬动千亿投资。管理层预期2026全年创纪录，2027年增长强劲，且carry将提前实现。