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Apollo Global Management Earnings Calls
| Release date | May 06, 2026 |
| EPS estimate | $1.89 |
| EPS actual | $1.94 |
| EPS Surprise | 2.65% |
| Revenue estimate | 5.189B |
| Revenue actual | 5.059B |
| Revenue Surprise | -2.51% |
| Release date | Feb 09, 2026 |
| EPS estimate | $2.04 |
| EPS actual | $2.47 |
| EPS Surprise | 21.08% |
| Revenue estimate | 4.771B |
| Revenue actual | 9.864B |
| Revenue Surprise | 106.75% |
| Release date | Nov 03, 2025 |
| EPS estimate | $1.90 |
| EPS actual | $2.86 |
| EPS Surprise | 50.53% |
| Revenue estimate | 4.92B |
| Revenue actual | 9.823B |
| Revenue Surprise | 99.64% |
| Release date | Aug 07, 2025 |
| EPS estimate | $1.84 |
| EPS actual | $1.07 |
| EPS Surprise | -41.85% |
| Revenue estimate | 4.57B |
| Revenue actual | 6.814B |
| Revenue Surprise | 49.11% |
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 | Aug 07, 2025 |
| Price on release | $74.13 |
| EPS estimate | $1.84 |
| EPS actual | $1.07 |
| EPS surprise | -41.85% |
| Date | Price |
|---|---|
| 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 |
| Aug 12, 2025 | $75.80 |
| Aug 13, 2025 | $73.94 |
| 4 days before | 1.84% |
| 4 days after | -0.256% |
| On release day | 0.459% |
| Change in period | 1.58% |
| Release date | Nov 03, 2025 |
| Price on release | $65.25 |
| EPS estimate | $1.90 |
| EPS actual | $2.86 |
| EPS surprise | 50.53% |
| Date | Price |
|---|---|
| Oct 28, 2025 | $65.56 |
| 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 |
| 4 days before | -0.473% |
| 4 days after | 6.08% |
| On release day | 4.89% |
| Change in period | 5.58% |
| Release date | Feb 09, 2026 |
| Price on release | $69.44 |
| EPS estimate | $2.04 |
| EPS actual | $2.47 |
| EPS surprise | 21.08% |
| Date | Price |
|---|---|
| Feb 03, 2026 | $65.30 |
| Feb 04, 2026 | $68.85 |
| Feb 05, 2026 | $65.22 |
| Feb 06, 2026 | $68.90 |
| Feb 09, 2026 | $69.44 |
| Feb 10, 2026 | $68.25 |
| Feb 11, 2026 | $66.07 |
| Feb 12, 2026 | $65.78 |
| Feb 13, 2026 | $64.65 |
| 4 days before | 6.34% |
| 4 days after | -6.91% |
| On release day | -1.71% |
| Change in period | -1.00% |
| Release date | May 06, 2026 |
| Price on release | $66.33 |
| EPS estimate | $1.89 |
| EPS actual | $1.94 |
| EPS surprise | 2.65% |
| Date | Price |
|---|---|
| Apr 30, 2026 | $65.73 |
| May 01, 2026 | $66.54 |
| May 04, 2026 | $66.28 |
| May 05, 2026 | $67.12 |
| May 06, 2026 | $66.33 |
| May 07, 2026 | $65.00 |
| May 08, 2026 | $68.40 |
| May 11, 2026 | $66.80 |
| May 12, 2026 | $67.60 |
| 4 days before | 0.91% |
| 4 days after | 1.91% |
| On release day | -2.01% |
| Change in period | 2.84% |
Apollo Global Management Earnings Call Transcript Summary of Q1 2026
Apollo reported a strong start to 2026 with record fee-related earnings (FRE) of $728 million and spread-related earnings (SRE) of $719 million, producing adjusted net income of ~$1.2 billion. Management declared a higher common dividend that annualizes to $2.25 per share and reaffirmed its full-year targets: ~20% FRE growth and ~10% SRE growth. Origination momentum was high: $71 billion of origination in Q1 (350 bps over Treasuries, average rating ~BBB) and robust capital formation of $115 billion (including $65 billion from the PIC/Athora transaction). Asset Management reached nearly $1 trillion AUM with outsized inflows into credit strategies; Athene’s alts portfolio returned +6% in the quarter and Athene ended the quarter with roughly $40 billion of cash/treasuries. Management emphasized a defensive-but-offensive positioning: shifting origination upmarket (more investment-grade, structured, and credit protection), selective underwriting (low software exposure), product innovation (AMAPS), expanded transparency (daily pricing/market-making, ICE IDs) and global growth opportunities (AI infrastructure, Europe, Japan). Key risks/considerations flagged: heightened geopolitical uncertainty, the breadth and impact of a major technology/AI cycle, potential regulatory scrutiny of offshore structures, and continued competition in certain retirement product channels. Overall, management portrayed durable origination and fundraising pipelines, strong balance-sheet liquidity, and an emphasis on transparency and disciplined underwriting as drivers of sustainable growth.
