NYSE$APO

Apollo Global Management Inc · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Reported strong quarterly results with record earnings and asset growth.

Apollo delivered strong Q4 2025 performance with solid earnings, robust revenue, and record assets under management driven by inflows and origination activity.

  • Generated strong GAAP net income attributable to common stockholders in Q4 2025.
  • Achieved record total assets under management supported by continued inflows.
  • Delivered robust adjusted earnings driven by fee-related and spread-related earnings.
  • Maintained strong balance sheet and capital position entering 2026.

Headline financials

Total Revenue

$9.86B

Previous: $5.36B+84.0%
EPS (adj)

$2.47

Previous: $2.22+11.3%
Total AUM

$938B

No prior period
Fee-Generating AUM

$709B

No prior period
Credit AUM

$749B

No prior period
Equity AUM

$189B

No prior period
Credit FGAUM

$606B

No prior period
Equity FGAUM

$103B

No prior period
Net Income

$660M

Previous: $1.42B-53.4%
Operating Income

$1.75B

No prior period

Revenue & EPS history

Apollo · Revenue · Quarterly

$9.86B

Q4 2025+84%vs Q4 2024
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Forward guidance

Management highlighted confidence in continued growth driven by origination strength, inflows, and expanding retirement services platform.

Tailwinds

  • Planned increase in common stock dividend beginning in 2026.
  • Strong origination pipeline across credit and capital solutions.
  • Continued inflow momentum across asset management and retirement services.
  • Large proportion of perpetual capital supporting durable earnings.
  • Strong capital position enabling shareholder returns and growth investments.

Headwinds

  • Exposure to market volatility and interest rate fluctuations.
  • Potential variability in investment realizations.
  • Regulatory and geopolitical uncertainties.
  • Competitive pressures in alternative asset management.
  • Macroeconomic risks that could impact fundraising and deployment.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+0.1%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+1.3%

Avg return

30 days after

56%

34 / 61 earnings

Positive

+17.4%

Q3 2024

Best reaction

-17.4%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.5%-0.6%-1.8%
Q4 2025+0.7%-6.0%-20.2%
Q3 2025+5.3%+6.8%+10.3%
Q2 2025-3.3%-0.9%-9.8%
Q1 2025-2.0%-6.2%-5.2%
Q4 2024-2.7%-2.2%-19.4%
Q3 2024+17.4%+16.2%+26.0%
Q2 2024-17.4%-17.4%-7.6%
Q1 2024+1.6%+5.0%+7.8%
Q4 2023+3.8%+3.7%+2.7%
Q3 2023+8.6%+7.4%+19.7%
Q2 2023+5.9%+1.4%+6.3%
Q1 2023+2.9%+1.1%+17.7%
Q4 2022-4.4%-3.0%-18.4%
Q3 2022+5.9%+10.5%+19.4%
Q2 2022+0.5%+1.2%-3.9%
Q1 2022-1.4%-6.0%+7.7%
Q4 2021-5.8%-2.5%-9.5%
Q3 2021+2.1%+0.8%-5.9%
Q2 2021+0.8%+1.0%+1.9%
Q1 2021+2.9%+5.7%+4.5%
Q4 2020+4.2%+4.2%+1.4%
Q3 2020-5.2%+1.1%+12.8%
Q2 2020-9.1%-9.2%-13.8%
Q1 2020-1.3%+2.9%+17.6%
Q4 2019-7.5%-8.0%-18.6%
Q3 2019+5.5%+6.6%+6.8%
Q2 2019-9.7%-10.3%+7.6%
Q1 2019+1.8%-2.7%-10.3%
Q4 2018+6.0%+10.6%+5.6%
Q3 2018+2.2%+0.4%-5.8%
Q2 2018-0.9%+2.4%-1.6%
Q1 2018+5.1%+3.7%+9.1%
Q4 2017+0.4%-6.0%-10.3%
Q3 2017-3.0%-1.5%-2.0%
Q2 2017+1.7%+5.6%+4.0%
Q1 2017-1.3%-2.9%+1.3%
Q4 2016+2.0%+5.6%+4.7%
Q3 2016+0.2%-1.8%+9.6%
Q2 2016+6.8%+8.5%+11.4%
Q1 2016+1.8%
Q4 2015+3.6%
Q3 2015-0.3%
Q2 2015+1.5%
Q1 2015-2.8%
Q4 2014-3.4%
Q3 2014-2.8%
Q2 2014-4.5%
Q1 2014-2.4%
Q4 2013+2.3%
Q3 2013-6.0%
Q2 2013+0.3%
Q1 2013+2.1%
Q4 2012+4.1%
Q3 2012-2.5%
Q2 2012+0.3%
Q1 2012-1.2%
Q4 2011+1.8%
Q3 2011-4.3%
Q2 2011-3.7%
Q1 2011-1.1%
Q4 2010
Q3 2010
Q2 2010
Q1 2010

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro