NASDAQ$GCMG

Grosvenor Capital Management LP · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

GCM Grosvenor Inc. reported increased revenues and net income for the second quarter of 2025.

The company generated total operating revenues of $119.7 million in Q2 2025, driven by growth in management and incentive fees. Net income reached $39.9 million with net income attributable to GCM Grosvenor Inc. of $15.4 million. Assets under management grew to $85.9 billion.

  • Total operating revenues increased to $119.7 million, up 2% year-over-year.
  • Net income was $39.9 million compared to $13.0 million in Q2 2024.
  • Assets under management rose to $85.9 billion with fee-paying AUM at $69.1 billion.
  • Basic EPS was $0.30 and diluted EPS was $0.05 for Class A common stock.

Headline financials

Total Revenue

$120M

Previous: $117M+2.3%
EPS (adj)

$0.30

Previous: $0.15+100.0%
Assets Under Management

85.9B

No prior period
Capital Expenditures

-$2.39M

Previous: -$8.87M+73.0%
Net Income

$15.4M

Previous: $4.8M+221.6%
Operating Income

$19.2M

Previous: $20.8M-7.6%
Cash & Equivalents

$136M

Previous: $73.9M+84.4%
Total Assets

$637M

Previous: $544M+17.1%

Revenue & EPS history

GCM · Revenue · Quarterly

$120M

Q2 2025+2.3%vs Q2 2024
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Forward guidance

The company continues to monitor market conditions and expects ongoing capital deployment in private markets strategies.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+0.6%

Avg return

Earnings day

+1.4%

Avg return

5 days after

-0.7%

Avg return

30 days after

54%

15 / 28 earnings

Positive

+14.1%

Q4 2025

Best reaction

-10.1%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026+1.1%-0.8%-5.1%
Q4 2025+14.1%+21.6%+5.2%
Q3 2025+1.1%+1.8%-6.2%
Q1 2025-0.1%-0.1%-1.0%
Q4 2024+3.8%+2.1%-5.5%
Q3 2024-5.4%-4.3%+1.6%
Q2 2024-0.5%+2.4%+2.8%
Q1 2024+3.5%-1.8%+1.1%
Q4 2023-4.5%+0.0%-1.0%
Q3 2023+1.7%+1.4%+2.2%
Q2 2023+5.5%+4.9%+1.0%
Q1 2023-6.9%-9.1%-8.7%
Q4 2022-10.1%-8.1%-17.0%
Q3 2022+10.3%+9.5%+7.6%
Q2 2022+2.3%+4.6%-5.4%
Q1 2022-6.2%-5.7%-9.7%
Q4 2021+11.2%+9.4%+14.1%
Q3 2021+2.5%+2.5%-10.3%
Q2 2021+3.5%+10.0%+12.3%
Q1 2021+3.6%+7.3%-13.4%
Q4 2020-5.5%-0.2%-3.2%
Q3 2020-8.3%-9.3%+16.4%
Q2 2020+1.1%+1.6%-0.7%
Q1 2020+0.0%+0.0%+0.6%
Q4 2019+0.1%+0.2%+1.5%
Q3 2019+0.0%+0.0%+0.0%
Q2 2019-0.2%+0.2%+0.2%
Q1 2019-0.1%+0.3%+0.0%

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