NYSE$ARES

Ares Management Corporation · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Ares reported strong third quarter results with fundraising momentum, increasing deployment, and strong fund performance.

Ares Management Corporation reported GAAP net income of $118.5 million and after-tax realized income of $316.0 million for the quarter ended September 30, 2024. The company expects a record fundraising year with gross commitments in the mid-$80 billion range.

  • Reported strong third quarter results with continued fundraising momentum.
  • Experienced increasing deployment and strong fund performance.
  • Observed year-over-year growth in key financial metrics.
  • Expects 2024 to be a record fundraising year with gross commitments in the mid-$80 billion range.

Headline financials

Total Revenue

$842M

Previous: $678M+24.2%
EPS (adj)

$0.38

Previous: $0.83-54.2%
Total AUM

$464B

Previous: $395B+17.4%
Fee Paying AUM

$287B

No prior period
Available Capital

$125B

No prior period
Capital Expenditures

-$26.9M

No prior period
Free Cash Flow

$216M

Previous: $197M+9.9%
Net Income

$216M

Previous: $197M+9.9%
Operating Income

-$12.9M

Previous: $117M-111.1%
Gross Profit

$842M

Previous: $678M+24.2%

Revenue & EPS history

Ares · Revenue · Quarterly

$842M

Q3 2024+24.2%vs Q3 2023
Beat estimate in 7 of 14 quarters(50%)
ActualEstimate

Forward guidance

Based upon a more positive market tone, our third quarter deployment reached nearly $30 billion and we expect to see our investing activities broaden out further across our strategies in the next 12 months.

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 Q3 2024

Historical avgQ3 2024

+0.4%

Avg return

Earnings day

+1.9%

Avg return

5 days after

+1.4%

Avg return

30 days after

53%

26 / 49 earnings

Positive

+8.5%

Q2 2022

Best reaction

-11.2%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.8%+5.5%+9.4%
Q4 2025-11.2%-0.2%-19.8%
Q3 2025+5.5%+3.5%+9.0%
Q2 2025-1.6%+2.0%-3.4%
Q1 2025+3.2%+6.4%+8.7%
Q4 2024-2.9%-2.8%-20.7%
Q3 2024-4.8%+2.9%+5.4%
Q2 2024-10.3%-9.3%-1.9%
Q1 2024+0.2%+4.2%+6.4%
Q4 2023+6.1%+4.7%+4.1%
Q3 2023+0.3%+5.6%+10.7%
Q2 2023+1.2%+1.0%+4.3%
Q1 2023+2.5%-1.6%+2.1%
Q4 2022-0.2%-1.9%-12.9%
Q3 2022+6.5%+8.2%+8.7%
Q2 2022+8.5%+10.0%+13.7%
Q1 2022-5.8%-1.4%+3.5%
Q4 2021-2.3%+2.4%-11.4%
Q3 2021+2.0%-0.6%-2.8%
Q2 2021+4.3%+6.0%+9.3%
Q1 2021-6.4%-8.3%-1.7%
Q4 2020+1.6%+4.1%+9.1%
Q3 2020-1.9%-2.0%+5.2%
Q2 2020-0.3%+4.1%-2.0%
Q1 2020+7.7%+7.3%+22.0%
Q4 2019-1.5%-1.3%-21.1%
Q3 2019+5.5%+6.9%+11.3%
Q2 2019-2.8%-9.5%-1.3%
Q1 2019+1.2%+2.1%+4.0%
Q4 2018+6.8%+8.7%+9.9%
Q3 2018+7.2%+10.2%+14.4%
Q2 2018+0.2%+0.7%+1.9%
Q1 2018-3.3%-2.7%-2.4%
Q4 2017+5.9%+4.4%-5.9%
Q3 2017+1.1%+1.3%-1.9%
Q2 2017-0.3%+0.0%-0.3%
Q1 2017-3.4%-0.5%-4.5%
Q4 2016-5.4%-4.6%-20.6%
Q3 2016-1.0%+9.0%+10.0%
Q2 2016-0.5%+1.2%+6.9%
Q1 2016-1.5%
Q4 2015+0.2%
Q3 2015-3.1%
Q2 2015-0.2%
Q1 2015+1.4%
Q4 2014+2.3%
Q3 2014+6.2%
Q2 2014-0.2%
Q1 2014+0.3%
Q3 2013
Q2 2013
Q1 2013

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