Apollo Global Management Inc (NYSE:APO) reported its second-quarter 2025 earnings, delivering mixed results relative to analyst expectations. The firm posted revenue of $1.095 billion, significantly below the consensus estimate of $4.648 billion. However, earnings per share (EPS) came in at $1.92, slightly ahead of the projected $1.862.
Key Financial Highlights vs. Estimates
- Revenue Miss: Reported revenue of $1.095 billion fell well short of the $4.648 billion estimate, marking a substantial deviation.
- EPS Beat: The company delivered an EPS of $1.92, edging past the $1.862 forecast.
- Assets Under Management (AUM): Apollo reported $840 billion in AUM, reflecting continued growth in its asset management and retirement services segments.
Market Reaction
Following the earnings release, APO shares showed modest pre-market gains of approximately 1.23%, suggesting cautious optimism despite the revenue shortfall. Over the past month, the stock has been relatively flat (+0.35%), while the past week saw a slight decline (-0.04%). The muted reaction may indicate that investors are weighing the EPS beat against the revenue miss, with some likely attributing the discrepancy to timing differences in fee recognition or investment realizations.
Dividend Announcements
Apollo declared a $0.51 per share cash dividend for common stockholders, payable on August 29, 2025, to shareholders of record as of August 18, 2025. Additionally, the company announced a $0.8438 per share dividend for its Mandatory Convertible Preferred Stock, scheduled for payment on October 31, 2025.
Management Commentary
CEO Marc Rowan highlighted the firm’s "record quarterly organic inflows and Fee Related Earnings," attributing the results to Apollo’s strong origination capabilities. He emphasized the company’s focus on long-term growth themes, including retirement services, wealth management, and industrial transformation.
Forward-Looking Estimates
Analysts project Q3 2025 revenue at $1.949 billion, with full-year 2025 revenue estimated at $7.79 billion. Sales estimates for the full year stand at $18.727 billion, suggesting expectations of continued expansion in Apollo’s core businesses.
For a deeper dive into Apollo’s earnings and analyst estimates, visit the earnings page.
Disclaimer: This article is for informational purposes only and does not constitute investment advice. Investors should conduct their own research or consult a financial advisor before making any decisions.
