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Apollo Global Management Earnings Calls
| Release date | Nov 04, 2025 |
| EPS estimate | $1.90 |
| EPS actual | $2.17 |
| EPS Surprise | 14.21% |
| Revenue estimate | 4.92B |
| Revenue actual | 9.823B |
| Revenue Surprise | 99.64% |
| Release date | Aug 05, 2025 |
| EPS estimate | $1.84 |
| EPS actual | $1.07 |
| EPS Surprise | -41.85% |
| Revenue estimate | 1.1B |
| Revenue actual | 6.814B |
| Revenue Surprise | 519.64% |
| Release date | May 02, 2025 |
| EPS estimate | $1.84 |
| EPS actual | $0.745 |
| EPS Surprise | -59.51% |
| Revenue estimate | 964.532M |
| Revenue actual | 5.548B |
| Revenue Surprise | 475.20% |
| Release date | Feb 04, 2025 |
| EPS estimate | - |
| EPS actual | $1.89 |
| Revenue estimate | 984.642M |
| Revenue actual | 26.114B |
| Revenue Surprise | 2,552.13% |
Last 4 Quarters for Apollo Global Management
Below you can see how APO-PA performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 04, 2025 |
| Price on release | $84.50 |
| EPS estimate | - |
| EPS actual | $1.89 |
| Date | Price |
|---|---|
| Jan 29, 2025 | $89.36 |
| Jan 30, 2025 | $89.46 |
| Jan 31, 2025 | $89.08 |
| Feb 03, 2025 | $87.68 |
| Feb 04, 2025 | $84.50 |
| Feb 05, 2025 | $86.63 |
| Feb 06, 2025 | $86.37 |
| Feb 07, 2025 | $85.89 |
| Feb 10, 2025 | $85.00 |
| 4 days before | -5.44% |
| 4 days after | 0.597% |
| On release day | 2.52% |
| Change in period | -4.87% |
| Release date | May 02, 2025 |
| Price on release | $72.01 |
| EPS estimate | $1.84 |
| EPS actual | $0.745 |
| EPS surprise | -59.51% |
| Date | Price |
|---|---|
| Apr 28, 2025 | $72.69 |
| Apr 29, 2025 | $73.04 |
| Apr 30, 2025 | $72.12 |
| May 01, 2025 | $72.95 |
| May 02, 2025 | $72.01 |
| May 05, 2025 | $71.21 |
| May 06, 2025 | $69.05 |
| May 07, 2025 | $68.95 |
| May 08, 2025 | $71.49 |
| 4 days before | -0.94% |
| 4 days after | -0.722% |
| On release day | -1.11% |
| Change in period | -1.65% |
| Release date | Aug 05, 2025 |
| Price on release | $76.22 |
| EPS estimate | $1.84 |
| EPS actual | $1.07 |
| EPS surprise | -41.85% |
| Date | Price |
|---|---|
| Jul 30, 2025 | $76.08 |
| Jul 31, 2025 | $76.18 |
| Aug 01, 2025 | $72.79 |
| Aug 04, 2025 | $74.49 |
| Aug 05, 2025 | $76.22 |
| Aug 06, 2025 | $76.38 |
| Aug 07, 2025 | $74.13 |
| Aug 08, 2025 | $74.47 |
| Aug 11, 2025 | $75.30 |
| 4 days before | 0.184% |
| 4 days after | -1.21% |
| On release day | 0.210% |
| Change in period | -1.03% |
| Release date | Nov 04, 2025 |
| Price on release | $68.44 |
| EPS estimate | $1.90 |
| EPS actual | $2.17 |
| EPS surprise | 14.21% |
| Date | Price |
|---|---|
| Oct 29, 2025 | $65.27 |
| Oct 30, 2025 | $65.20 |
| Oct 31, 2025 | $65.34 |
| Nov 03, 2025 | $65.25 |
| Nov 04, 2025 | $68.44 |
| Nov 05, 2025 | $70.27 |
| Nov 06, 2025 | $68.00 |
| Nov 07, 2025 | $69.22 |
| Nov 10, 2025 | $68.88 |
| 4 days before | 4.86% |
| 4 days after | 0.643% |
| On release day | 2.67% |
| Change in period | 5.53% |
Apollo Global Management Earnings Call Transcript Summary of Q3 2025
Apollo reported an exceptionally strong Q3 2025: record fee- and spread-related earnings drove adjusted net income of $1.4 billion ($2.17 per share), up 17% y/y. Key operational highlights: $652M fee-related earnings (FRE), management fees +22% y/y, asset- and retirement-led inflows of $82B (organic $49B) and record AUM of $908B (+24% y/y). Origination was a standout at $75B for the quarter (avg spread ~350 bps, avg rating BBB), bringing LTM origination to >$270B (+40% y/y). Athene delivered $23B of retirement inflows and SRE ex-notables of $846M; management expects Q4 SRE ex-notables ~ $880M and full-year comparable SRE growth ~8% y/y. The firm reiterated multi-year targets: FRE long-term target ~20% CAGR and SRE ~10% CAGR through 2029, and specifically guided to 20%+ FRE growth and ~10% SRE growth in 2026 (assumes 11% alt returns and current forward curve). Strategic drivers: strong origination engine, diversified origination platforms (credit, hybrid, real assets, PE, new launches like Apollo Sports Capital), growth into new investor markets (retail/wealth, insurance, traditional asset managers, 401(k)/de‑accumulation), and the Bridge real estate acquisition (closed Sept 2) which adds fees and origination capability. Risk/positioning notes: management emphasizes disciplined underwriting, reduced sensitivity to floating rates (Athene floating net assets ~2%), prepayment headwinds peaking into Q1 2026, and continued focus on originations/quality over simply raising capital. Capital actions included ~$350M of opportunistic buybacks in the quarter.
