Equity Profile

DBRG

DigitalBridge Group, Inc.

FinancialsAsset Management & Custody Banks$2.9B

Aug6Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

DigitalBridge Group, Inc. (DBRG) operates in the financial sector, focusing on asset management and custody banking....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and is closely watched by investors.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its operations and attract new clients, which is vital for future success.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

DBRG Q2-2026 Earnings Preview

Context

Company Snapshot

DigitalBridge Group, Inc. (DBRG) operates in the financial sector, focusing on asset management and custody banking. The company plays a crucial role in managing investments in digital infrastructure, which is increasingly important in today's technology-driven economy.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

50%

Avg EPS Surprise

+133.99%

Avg Stock Reaction

-0.31%

Last Quarter Recap

In Q1-2026, DigitalBridge reported an EPS of $0.03, missing expectations by 40%. The stock reacted negatively, declining by 0.19% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic about DigitalBridge's upcoming earnings, given the potential for recovery after recent performance. However, the lack of analyst estimates adds uncertainty.

Bull Case

If DigitalBridge can demonstrate strong revenue growth and improved profitability, it may regain investor confidence and drive the stock higher.

Bear Case

Conversely, if the company fails to meet expectations again, it could lead to further declines in stock price and investor sentiment.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026, and how does it compare to the previous quarter?

Given the recent EPS miss, investors will closely scrutinize this figure to gauge the company's recovery trajectory.

What is the current status of DigitalBridge's Assets Under Management (AUM)?

AUM is a critical metric for asset management firms, and any significant changes could impact future revenue and growth prospects.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for DigitalBridge to improve its AUM and profitability, as recent trends in digital infrastructure investment suggest a growing market.

Supporting Evidence

Options are pricing a 15.98% move, indicating high expectations for volatility that may not materialize.

The company's historical performance shows a mixed track record, suggesting that recent misses may not fully reflect underlying strength.

Key Risk

If AUM growth exceeds expectations, it could significantly alter the market's perception of DigitalBridge's future prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether DigitalBridge can turn around its recent performance and demonstrate growth in a competitive landscape.

Bull Confirmed If

A positive EPS of $0.10 or higher would confirm the bull case and indicate a strong recovery.

Bear Confirmed If

An EPS below $0.03 would reinforce the bear case and suggest ongoing challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±15.98%

Historical Avg

±4.8%

Pricing rich

The options market is pricing in a significant move, suggesting that investors are anticipating volatility around the earnings report.

Options are pricing ±16.0% while DBRG has averaged ±4.8% over the last 8 prints — setup is pricing rich.

Detail

30d HV

2.2%

Calls (7K)P/C Ratio: 0.72Puts (200)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter miss + options pricing rich setup in Financials

n=30

Fade rate: 11 of 30 (37%)

This setup has occurred 30 times across Financials in the last 2 years. 19 of 30 (63%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 2.7%, with a raw directional average of +0.1% (roughly flat historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If DigitalBridge beats expectations, history suggests a potential average one-day move of around -1.41%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting ongoing uncertainty in the market.

Miss

A miss could lead to a downside reaction, with historical data indicating an average one-day move of +0.80% when expectations are not met.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

0 buys·1 sell

Members

House only

Est. Notional

$50,001.00–$100,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on the company's strategy for increasing Assets Under Management.
2Details on cost management and operational efficiency improvements.
3Insights into market demand for digital infrastructure investments.
4Clarification on any changes in management's outlook for the remainder of the fiscal year.
5Responses to questions about competitive pressures in the asset management space.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

DigitalBridge Group, Inc. (DBRG) operates in the financial sector, focusing on asset management and custody banking....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and is closely watched by investors.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its operations and attract new clients, which is vital for future success.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

DBRG Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

50%

Avg EPS Surprise

+133.99%

Avg Stock Reaction

-0.31%

Last Quarter Recap

In Q1-2026, DigitalBridge reported an EPS of $0.03, missing expectations by 40%. The stock reacted negatively, declining by 0.19% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic about DigitalBridge's upcoming earnings, given the potential for recovery after recent performance. However, the lack of analyst estimates adds uncertainty.

Bull Case

If DigitalBridge can demonstrate strong revenue growth and improved profitability, it may regain investor confidence and drive the stock higher.

Bear Case

Conversely, if the company fails to meet expectations again, it could lead to further declines in stock price and investor sentiment.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026, and how does it compare to the previous quarter?

Given the recent EPS miss, investors will closely scrutinize this figure to gauge the company's recovery trajectory.

What is the current status of DigitalBridge's Assets Under Management (AUM)?

AUM is a critical metric for asset management firms, and any significant changes could impact future revenue and growth prospects.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for DigitalBridge to improve its AUM and profitability, as recent trends in digital infrastructure investment suggest a growing market.

Supporting Evidence

Options are pricing a 15.98% move, indicating high expectations for volatility that may not materialize.

The company's historical performance shows a mixed track record, suggesting that recent misses may not fully reflect underlying strength.

Key Risk

If AUM growth exceeds expectations, it could significantly alter the market's perception of DigitalBridge's future prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether DigitalBridge can turn around its recent performance and demonstrate growth in a competitive landscape.

Bull Confirmed If

A positive EPS of $0.10 or higher would confirm the bull case and indicate a strong recovery.

Bear Confirmed If

An EPS below $0.03 would reinforce the bear case and suggest ongoing challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±15.98%

Historical Avg

±4.8%

Pricing rich

The options market is pricing in a significant move, suggesting that investors are anticipating volatility around the earnings report.

Options are pricing ±16.0% while DBRG has averaged ±4.8% over the last 8 prints — setup is pricing rich.

Detail

30d HV

2.2%

Calls (7K)P/C Ratio: 0.72Puts (200)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter miss + options pricing rich setup in Financials

n=30

Fade rate: 11 of 30 (37%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If DigitalBridge beats expectations, history suggests a potential average one-day move of around -1.41%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting ongoing uncertainty in the market.

Miss

A miss could lead to a downside reaction, with historical data indicating an average one-day move of +0.80% when expectations are not met.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

0 buys·1 sell

Members

House only

Est. Notional

$50,001.00–$100,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on the company's strategy for increasing Assets Under Management.
2Details on cost management and operational efficiency improvements.
3Insights into market demand for digital infrastructure investments.
4Clarification on any changes in management's outlook for the remainder of the fiscal year.
5Responses to questions about competitive pressures in the asset management space.