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TPG Earnings Calls
| Release date | May 01, 2026 |
| EPS estimate | $0.610 |
| EPS actual | $0.700 |
| EPS Surprise | 14.75% |
| Revenue estimate | 608.071M |
| Revenue actual | 637.767M |
| Revenue Surprise | 4.88% |
| Release date | Feb 05, 2026 |
| EPS estimate | $0.639 |
| EPS actual | $0.710 |
| EPS Surprise | 11.11% |
| Revenue estimate | 614.378M |
| Revenue actual | 628.476M |
| Revenue Surprise | 2.29% |
| Release date | Nov 04, 2025 |
| EPS estimate | $0.562 |
| EPS actual | $0.530 |
| EPS Surprise | -5.69% |
| Revenue estimate | 539.992M |
| Revenue actual | 840.039M |
| Revenue Surprise | 55.56% |
| Release date | Aug 06, 2025 |
| EPS estimate | $0.452 |
| EPS actual | $0.690 |
| EPS Surprise | 52.76% |
| Revenue estimate | 487.905M |
| Revenue actual | 921.338M |
| Revenue Surprise | 88.84% |
Last 4 Quarters for TPG
Below you can see how TPG 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 06, 2025 |
| Price on release | $60.22 |
| EPS estimate | $0.452 |
| EPS actual | $0.690 |
| EPS surprise | 52.76% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $57.07 |
| Aug 01, 2025 | $55.84 |
| Aug 04, 2025 | $57.14 |
| Aug 05, 2025 | $57.28 |
| Aug 06, 2025 | $60.22 |
| Aug 07, 2025 | $60.19 |
| Aug 08, 2025 | $61.70 |
| Aug 11, 2025 | $61.46 |
| Aug 12, 2025 | $63.71 |
| 4 days before | 5.52% |
| 4 days after | 5.80% |
| On release day | -0.0498% |
| Change in period | 11.63% |
| Release date | Nov 04, 2025 |
| Price on release | $53.41 |
| EPS estimate | $0.562 |
| EPS actual | $0.530 |
| EPS surprise | -5.69% |
| Date | Price |
|---|---|
| Oct 29, 2025 | $56.20 |
| Oct 30, 2025 | $55.48 |
| Oct 31, 2025 | $55.04 |
| Nov 03, 2025 | $54.86 |
| Nov 04, 2025 | $53.41 |
| Nov 05, 2025 | $53.28 |
| Nov 06, 2025 | $54.67 |
| Nov 07, 2025 | $55.13 |
| Nov 10, 2025 | $55.07 |
| 4 days before | -4.96% |
| 4 days after | 3.11% |
| On release day | -0.243% |
| Change in period | -2.01% |
| Release date | Feb 05, 2026 |
| Price on release | $53.54 |
| EPS estimate | $0.639 |
| EPS actual | $0.710 |
| EPS surprise | 11.11% |
| Date | Price |
|---|---|
| Jan 30, 2026 | $58.91 |
| Feb 02, 2026 | $58.22 |
| Feb 03, 2026 | $53.34 |
| Feb 04, 2026 | $56.09 |
| Feb 05, 2026 | $53.54 |
| Feb 06, 2026 | $55.02 |
| Feb 09, 2026 | $54.96 |
| Feb 10, 2026 | $53.08 |
| Feb 11, 2026 | $49.67 |
| 4 days before | -9.12% |
| 4 days after | -7.23% |
| On release day | 2.76% |
| Change in period | -15.68% |
| Release date | May 01, 2026 |
| Price on release | $44.22 |
| EPS estimate | $0.610 |
| EPS actual | $0.700 |
| EPS surprise | 14.75% |
| Date | Price |
|---|---|
| Apr 27, 2026 | $42.93 |
| Apr 28, 2026 | $42.48 |
| Apr 29, 2026 | $42.08 |
| Apr 30, 2026 | $43.62 |
| May 01, 2026 | $44.22 |
| May 04, 2026 | $45.03 |
| May 05, 2026 | $45.61 |
| May 06, 2026 | $45.02 |
| May 07, 2026 | $44.48 |
| 4 days before | 3.00% |
| 4 days after | 0.588% |
| On release day | 1.83% |
| Change in period | 3.61% |
TPG Earnings Call Transcript Summary of Q1 2026
TPG reported a strong start to 2026 with significant growth across fundraising, deployment and realizations despite a volatile macro backdrop. Key financials: GAAP net loss of $123M, after‑tax distributable earnings of $282M ($0.70 per Class A share), a declared dividend of $0.59, total AUM up 22% to $306B, fee‑related earnings (FRE) up 36% YoY and LTM FRE exceeding $1B for the first time. Capital formation, deployment and realizations all roughly doubled year‑over‑year, with over $10B raised and ~$14B invested in Q1. Credit fundraising and dry powder ($19B) position TPG to deploy into opportunities created by market dislocation; Twin Brook and other credit strategies showed strong performance and low credit stress. The firm sees AI as both a defensive risk and an offensive opportunity—especially across its software holdings—and is investing resources to accelerate AI adoption across portfolio companies and internal operations. Real estate and impact (climate/data‑center/electricity infrastructure) are highlighted as accelerating areas of deployment and fundraising. The firm expects fundraising to exceed $50B in 2026, anticipates continued FRE margin expansion (targeting ~47% for 2026), and reiterates confidence in resilient, long‑duration capital and diversified platform-driven growth.
