Apollo Global Management Inc. (APO) reported $1.24 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 30.3%. EPS of $2.47 for the same period compares to $2.22 a year ago.
The reported revenue represents a surprise of +4.35% over the Zacks Consensus Estimate of $1.19 billion. With the consensus EPS estimate being $2.03, the EPS surprise was +21.74%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Apollo Global Management performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Total Assets Under Management: $938 billion versus $934 billion estimated by three analysts on average.
- Segment Income- Asset Management- Fee Related Earnings- Management fees: $942 million versus $918.43 million estimated by five analysts on average.
- Segment Income- Asset Management- Fee Related Earnings- Capital solutions fees and other, net: $226 million versus $195.97 million estimated by five analysts on average.
- Segment Income- Asset Management- Fee Related Earnings- Fee-related performance fee: $76 million compared to the $73.93 million average estimate based on five analysts.
- Segment Income- Retirement Services- Spread Related Earnings- Alternative net investment income: $344 million compared to the $331.5 million average estimate based on five analysts.
- Segment Income- Principal Investing- Principal Investing Income- Realized investment income: $36 million versus $17.57 million estimated by five analysts on average.
- Segment Income- Principal Investing- Principal Investing Income- Realized performance fees: $588 million versus $280.95 million estimated by five analysts on average.
- Segment Income- Retirement Services- Spread Related Earnings- Fixed income and other net investment income: $3.51 billion versus the five-analyst average estimate of $3.48 billion.
- Segment Income- Retirement Services- Spread Related Earnings- Strategic capital management fees: $35 million versus the five-analyst average estimate of $35.24 million.
- Segment Income- Principal Investing- Principal Investing Income: $227 million compared to the $71.08 million average estimate based on four analysts.
- Segment Income- Retirement Services- Spread Related Earnings: $865 million compared to the $846.85 million average estimate based on four analysts.
- Segment Income- Asset Management- Fee Related Earnings: $690 million compared to the $669.55 million average estimate based on four analysts.
View all Key Company Metrics for Apollo Global Management here>>>
Shares of Apollo Global Management have returned -8.8% over the past month versus the Zacks S&P 500 composite's -0.2% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Apollo Global Management Inc. (APO): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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