NASDAQ$TPG

TPG Inc. · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

TPG reported Q1 2025 total revenues of $1.0B with net income of $142M and diluted EPS of $0.38.

Total revenues were $1.0 billion as fee-related earnings and performance revenues grew. Net income was $142 million, or $0.38 per diluted share, with fundraising and deployment activity strong.

  • Q1 total revenues $1.0B.
  • Net income $142M; diluted EPS $0.38.
  • Fee-related earnings and carry.
  • Fundraising and investment pace.

Headline financials

Total Revenue

$1.03B

Previous: $824M+25.6%
EPS (adj)

$0.38

Previous: -$0.11+445.5%
Net Income

$25.4M

Previous: $15.5M+63.6%
Operating Income

$94M

Previous: -$12.3M+862.6%

Revenue & EPS history

TPG · Revenue · Quarterly

$1.03B

Q1 2025+25.6%vs Q1 2024
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

Management discusses operating priorities, capital allocation, and sector risks in the quarterly filing.

Tailwinds

  • Headline results and segment trends anchor the quarter.
  • Liquidity and balance-sheet capacity support operations.
  • Strategic initiatives outlined in MD&A.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items affect year-over-year comparability.
  • Execution risk on growth or restructuring plans.

Historical earnings impact

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

Avg. return before/after earnings

Based on 17 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+0.9%

Avg return

Earnings day

+2.6%

Avg return

5 days after

-0.9%

Avg return

30 days after

53%

9 / 17 earnings

Positive

+25.6%

Q3 2022

Best reaction

-7.8%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.3%+3.2%-2.4%
Q4 2025-4.5%-5.4%-23.2%
Q3 2025-2.6%+0.6%+11.0%
Q1 2025+0.2%+13.7%+8.8%
Q4 2024-2.5%-4.8%-25.4%
Q3 2024-7.7%+0.4%+5.8%
Q2 2024+1.5%+7.2%+15.6%
Q1 2024-4.6%-5.9%-12.2%
Q4 2023-3.9%-4.9%-2.2%
Q3 2023+6.2%+7.5%+25.7%
Q2 2023-7.8%-7.7%-3.6%
Q1 2023+0.3%-1.7%+8.2%
Q4 2022+2.0%+3.1%-16.6%
Q3 2022+25.6%+19.0%-1.5%
Q2 2022+6.5%+7.2%+2.3%
Q1 2022+3.2%+9.8%+9.4%
Q4 2021+4.2%+2.9%-14.3%
Q3 2021
Q2 2021
Q1 2021
Q4 2020

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