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 banks....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company has managed its costs and revenues this quarter.

N/A

Revenue Growth

Revenue growth is crucial for assessing the company's ability to expand its business and capture market share in the asset management sector.

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 banks. The company plays a significant role in managing digital infrastructure investments, which are 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, which was below the expected $0.05, resulting in a 40% surprise. The stock reacted negatively, declining by 0.19% the following day.

Management Promises & Guidance

Management committed to improving operational efficiencies.
They aimed to increase their focus on digital infrastructure investments.
The company expressed intentions to enhance client engagement strategies.

Expectations

Wall Street Expectations

Investors are cautiously optimistic about DigitalBridge's upcoming earnings, given the company's focus on digital infrastructure. However, the recent earnings miss has created uncertainty about its growth trajectory.

Bull Case

If DigitalBridge can demonstrate strong revenue growth and improved EPS, 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 is the current growth rate of Assets Under Management (AUM)?

AUM growth is critical for understanding the company's market position and its ability to attract new clients, which will heavily influence investor sentiment.

How does management plan to address the recent earnings miss and improve profitability?

Investors will be looking for concrete steps and strategies to enhance profitability, as this will determine the company's future performance and stability.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating DigitalBridge's potential for AUM growth due to its strategic focus on digital infrastructure, which is becoming increasingly vital.

Supporting Evidence

The company's recent investments in digital assets could lead to higher AUM than expected.

Options pricing suggests a significant move, indicating that investors are anticipating a larger shift than the consensus.

Historical patterns show that the company has the potential to rebound strongly after a miss.

Key Risk

If AUM growth exceeds 10%, it could significantly shift market sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around the company's ability to grow its AUM and improve profitability after a disappointing earnings report.

Bull Confirmed If

AUM growth of over 10% quarter-over-quarter would confirm the bull case.

Bear Confirmed If

An AUM decline or stagnant growth would support the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±15.98%

Historical Avg

±4.8%

Pricing rich

The options market is pricing in a significant potential move following the earnings report, indicating heightened volatility expectations.

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 stock increase of around 4.79%, confirming a positive turnaround narrative.

In-Line / Cautious

If results are in line but management's commentary is cautious, the stock may see muted movement as investors digest the information.

Miss

If the company misses expectations again, history suggests a potential decline of about 0.80%, further eroding investor confidence.

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

1Details on the growth rate of Assets Under Management (AUM).
2Management's strategy for improving profitability after recent earnings misses.
3Any updates on new digital infrastructure investments.
4Insights into client engagement strategies and their effectiveness.
5Comments on market conditions affecting the asset management industry.

See the full picture

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

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More Earnings This Week

5 Reports

Danaos Corporation

Company Snapshot

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

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company has managed its costs and revenues this quarter.

N/A

Revenue Growth

Revenue growth is crucial for assessing the company's ability to expand its business and capture market share in the asset management sector.

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, which was below the expected $0.05, resulting in a 40% surprise. The stock reacted negatively, declining by 0.19% the following day.

Management Promises & Guidance

Management committed to improving operational efficiencies.
They aimed to increase their focus on digital infrastructure investments.
The company expressed intentions to enhance client engagement strategies.

Expectations

Wall Street Expectations

Bull Case

If DigitalBridge can demonstrate strong revenue growth and improved EPS, 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 is the current growth rate of Assets Under Management (AUM)?

AUM growth is critical for understanding the company's market position and its ability to attract new clients, which will heavily influence investor sentiment.

How does management plan to address the recent earnings miss and improve profitability?

Investors will be looking for concrete steps and strategies to enhance profitability, as this will determine the company's future performance and stability.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating DigitalBridge's potential for AUM growth due to its strategic focus on digital infrastructure, which is becoming increasingly vital.

Supporting Evidence

The company's recent investments in digital assets could lead to higher AUM than expected.

Options pricing suggests a significant move, indicating that investors are anticipating a larger shift than the consensus.

Historical patterns show that the company has the potential to rebound strongly after a miss.

Key Risk

If AUM growth exceeds 10%, it could significantly shift market sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around the company's ability to grow its AUM and improve profitability after a disappointing earnings report.

Bull Confirmed If

AUM growth of over 10% quarter-over-quarter would confirm the bull case.

Bear Confirmed If

An AUM decline or stagnant growth would support the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±15.98%

Historical Avg

±4.8%

Pricing rich

The options market is pricing in a significant potential move following the earnings report, indicating heightened volatility expectations.

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 stock increase of around 4.79%, confirming a positive turnaround narrative.

In-Line / Cautious

If results are in line but management's commentary is cautious, the stock may see muted movement as investors digest the information.

Miss

If the company misses expectations again, history suggests a potential decline of about 0.80%, further eroding investor confidence.

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

1Details on the growth rate of Assets Under Management (AUM).
2Management's strategy for improving profitability after recent earnings misses.
3Any updates on new digital infrastructure investments.
4Insights into client engagement strategies and their effectiveness.
5Comments on market conditions affecting the asset management industry.