NASDAQ$STEP

StepStone Group LP · Q2 2025 earnings

Q2 2025 earnings · · Investor relations

Briefing

Reported second quarter fiscal year 2025 results, demonstrating growth in management and advisory fees and assets under management.

StepStone Group reported strong second quarter fiscal year 2025 results, with significant growth in management and advisory fees, total revenues, and fee-related earnings. The company's key business drivers, including assets under management and fee-earning AUM, also saw substantial increases.

  • Management and advisory fees increased by 30% to $184.8 million compared to FQ2 2024.
  • Total revenues increased by 42% to $271.7 million compared to FQ2 2024.
  • Fee-related earnings (FRE) increased by 65% to $72.3 million compared to FQ2 2024.
  • Assets under management (AUM) increased by 21% to $176.1 billion.

Headline financials

Total Revenue

$272M

Previous: $191M+41.9%
EPS

$0.26

Previous: $0.26+0.0%
Assets under management

$176B

Previous: $146B+20.7%
Undeployed fee-earning capital

$29.7B

No prior period
Capital Expenditures

-$1.87M

Previous: -$14.6M+87.2%
Free Cash Flow

$102M

Previous: $114M-10.6%
Net Income

$17.6M

Previous: $26.2M-32.8%
Operating Income

$211M

Previous: $149M+41.8%
Gross Profit

$272M

Previous: $191M+41.9%
Total Assets

$4.04B

Previous: $3.61B+12.0%
Stock-Based Comp

$35M

Previous: $5.92M+491.2%

Revenue & EPS history

StepStone · Revenue · Quarterly

$272M

Q2 2025+41.9%vs Q2 2024
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

StepStone · $260M total across 4 segments · Q4 2026

  • Focused commingled funds
    $161M
  • Separately managed accounts
    $76.3M
  • Advisory and other services
    $20M
  • Fund reimbursement revenues
    $3.18M

Forward guidance

The earnings report does not include any forward guidance.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

+2.4%

Avg return

Earnings day

+2.4%

Avg return

5 days after

-2.1%

Avg return

30 days after

74%

17 / 23 earnings

Positive

+11.0%

Q4 2024

Best reaction

-7.0%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+5.4%+1.2%-13.0%
Q3 2026+5.5%+0.2%-22.8%
Q2 2026-1.6%+0.9%+1.0%
Q1 2026+1.8%+8.6%+6.0%
Q4 2025+3.5%+6.3%-6.5%
Q3 2025+0.8%-6.5%-18.3%
Q2 2025+2.9%+2.9%-8.9%
Q1 2025+11.0%+12.4%+16.6%
Q4 2024+11.0%+18.3%+15.9%
Q3 2024+7.5%+2.5%-0.2%
Q2 2024-7.0%-9.3%-12.4%
Q1 2024+4.5%+1.8%+8.9%
Q4 2023-5.1%-2.8%+3.5%
Q3 2023-2.9%-5.0%-22.6%
Q2 2023+1.0%+0.3%+2.6%
Q1 2023-0.5%-2.1%-5.1%
Q4 2022+2.2%-0.2%+2.4%
Q3 2022+4.3%+1.1%-6.7%
Q2 2022+4.7%+11.7%-8.6%
Q1 2022-5.4%-1.8%-1.3%
Q4 2021+4.8%+8.0%+21.7%
Q3 2021+6.0%+4.1%-15.2%
Q2 2021+1.5%+3.6%+14.3%
Q1 2021
Q4 2020
Q3 2020
Q2 2020
Q1 2020

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