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Ares Management LP Earnings Calls
| Release date | Nov 03, 2025 |
| EPS estimate | $1.15 |
| EPS actual | $1.19 |
| EPS Surprise | 3.48% |
| Revenue estimate | 1.056B |
| Revenue actual | 1.658B |
| Revenue Surprise | 57.01% |
| Release date | Aug 01, 2025 |
| EPS estimate | $1.08 |
| EPS actual | $1.03 |
| EPS Surprise | -4.63% |
| Revenue estimate | 1.013B |
| Revenue actual | 1.35B |
| Revenue Surprise | 33.31% |
| Release date | May 05, 2025 |
| EPS estimate | $0.94 |
| EPS actual | $1.09 |
| EPS Surprise | 15.96% |
| Revenue estimate | 927.886M |
| Revenue actual | 1.089B |
| Revenue Surprise | 17.34% |
| Release date | Feb 05, 2025 |
| EPS estimate | $1.35 |
| EPS actual | $1.23 |
| EPS Surprise | -8.89% |
| Revenue estimate | 1.104B |
| Revenue actual | 1.607B |
| Revenue Surprise | 45.54% |
Last 4 Quarters for Ares Management LP
Below you can see how ARES 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 05, 2025 |
| Price on release | $189.65 |
| EPS estimate | $1.35 |
| EPS actual | $1.23 |
| EPS surprise | -8.89% |
| Date | Price |
|---|---|
| Jan 30, 2025 | $198.08 |
| Jan 31, 2025 | $198.22 |
| Feb 03, 2025 | $196.52 |
| Feb 04, 2025 | $195.36 |
| Feb 05, 2025 | $189.65 |
| Feb 06, 2025 | $191.67 |
| Feb 07, 2025 | $190.34 |
| Feb 10, 2025 | $189.98 |
| Feb 11, 2025 | $186.37 |
| 4 days before | -4.26% |
| 4 days after | -1.73% |
| On release day | 1.07% |
| Change in period | -5.91% |
| Release date | May 05, 2025 |
| Price on release | $160.76 |
| EPS estimate | $0.94 |
| EPS actual | $1.09 |
| EPS surprise | 15.96% |
| Date | Price |
|---|---|
| Apr 29, 2025 | $152.79 |
| Apr 30, 2025 | $152.53 |
| May 01, 2025 | $152.27 |
| May 02, 2025 | $157.07 |
| May 05, 2025 | $160.76 |
| May 06, 2025 | $159.63 |
| May 07, 2025 | $162.08 |
| May 08, 2025 | $165.85 |
| May 09, 2025 | $164.95 |
| 4 days before | 5.22% |
| 4 days after | 2.61% |
| On release day | -0.703% |
| Change in period | 7.96% |
| Release date | Aug 01, 2025 |
| Price on release | $182.83 |
| EPS estimate | $1.08 |
| EPS actual | $1.03 |
| EPS surprise | -4.63% |
| Date | Price |
|---|---|
| Jul 28, 2025 | $187.36 |
| Jul 29, 2025 | $187.93 |
| Jul 30, 2025 | $187.73 |
| Jul 31, 2025 | $185.53 |
| Aug 01, 2025 | $182.83 |
| Aug 04, 2025 | $188.55 |
| Aug 05, 2025 | $187.98 |
| Aug 06, 2025 | $189.29 |
| Aug 07, 2025 | $186.95 |
| 4 days before | -2.42% |
| 4 days after | 2.25% |
| On release day | 3.13% |
| Change in period | -0.219% |
| Release date | Nov 03, 2025 |
| Price on release | $155.50 |
| EPS estimate | $1.15 |
| EPS actual | $1.19 |
| EPS surprise | 3.48% |
| Date | Price |
|---|---|
| Oct 28, 2025 | $150.93 |
| Oct 29, 2025 | $150.52 |
| Oct 30, 2025 | $147.29 |
| Oct 31, 2025 | $148.71 |
| Nov 03, 2025 | $155.50 |
| Nov 04, 2025 | $153.01 |
| Nov 05, 2025 | $153.25 |
| Nov 06, 2025 | $151.26 |
| Nov 07, 2025 | $153.88 |
| 4 days before | 3.03% |
| 4 days after | -1.04% |
| On release day | -1.60% |
| Change in period | 1.95% |
Ares Management LP Earnings Call Transcript Summary of Q3 2025
Key points for investors: Ares delivered a very strong Q3 2025 driven by broad-based fundraising, deployment and fee growth. The firm raised a record quarterly $30+ billion (YTD $77B; trailing 12 months $105B) and deployed over $41 billion in the quarter, pushing AUM to >$595 billion and fee-paying AUM to $368 billion (both +28% YoY). Management fees were a record $971 million (+28% YoY) and fee-related earnings (FRE) grew 39% YoY to $471 million with FRE margin of 41.4%. Realized income rose 34% YoY. Fundraising highlights include expanding infrastructure capabilities (infrastructure secondaries fund closed at $3.3B equity, $5.3B including related vehicles), $19.3B raised in credit strategies, strong momentum in semi-liquid wealth products (record quarterly equity inflows, offshore growth, and raised 2028 AUM target for semi-liquid wealth from $100B to $125B). The firm reports strong credit fundamentals: low net realized loss rates, ARCC nonaccruals at 1% fair value, conservative LTVs (~42% U.S., ~48% Europe), and ~ $150B dry powder to deploy. Jarrod Phillips expects meaningful fee-related performance revenue (FRPR) in Q4 and into 2026 (noting ~$125M FRPR anticipated from credit in Q4 and expecting ~$500M net realized performance income across 2025–2026 from European-style funds). Integration of GCP is underway, expected to improve margins and expand real estate and data center capabilities (approximately $6B of development pipeline noted). Management reiterated confidence that recent industry fraud/bankruptcies are idiosyncratic, not a signal of a broader credit-cycle turn; they view Ares as well positioned to benefit if dislocation occurs because of scale, dry powder and portfolio management capability. The Board declared a quarterly dividend of $1.12 per share (20% increase YoY), payable Dec 31, 2025, and management expects to raise the dividend level starting Q1 next year. Overall tone: strong organic growth, attractive fee and performance revenue runway, ample deployment opportunities, and confidence in credit resilience and future margin expansion.
