Apollo Global Management, Inc.: EPS $2.07 vs $2.19 expected; revenue $4.74B vs $5.79B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 2.07 | 2.19 | −5.5% | 2.14 |
| Revenue (USD bn) | 4.74 | 5.79 | −18.2% | 9.82 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Nov 3, 2026 | Q3 FY2026 | 2.07 | 2.19 | −5.5% | 4.74 | 5.79 | −18.2% |
| Aug 4, 2026 | Q2 FY2026 | 2.11 | 2.16 | −2.3% | 11.15 | 5.65 | — |
| May 6, 2026 | Q1 FY2026 | 1.94 | 1.89 | +2.6% | 5.06 | 5.19 | −2.5% |
| Feb 9, 2026 | Q4 FY2025 | 2.47 | 2.04 | +21.1% | — | — | — |
| Nov 4, 2025 | Q3 FY2025 | 2.14 | 1.90 | +12.6% | 9.82 | 4.92 | — |
| Aug 5, 2025 | Q2 FY2025 | 1.92 | 1.84 | +4.3% | 6.81 | 4.57 | — |
| May 2, 2025 | Q1 FY2025 | 1.82 | 1.84 | −1.1% | 5.55 | 4.41 | — |
| Feb 4, 2025 | Q4 FY2024 | 2.22 | 1.92 | +15.6% | — | — | — |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
Apollo Global Management, Inc. results: EPS $2.07 vs $2.19 expected; revenue $4.74B vs $5.79B. The results cover the company's Q3 FY2026. EPS came in below analysts' estimate by 5.5%; revenue below the estimate by 18.2%.
Revenue was down 51.8% from $9.82 billion a year earlier (Q3 FY2025). EPS was down 3.3% from $2.14 a year earlier. On its record, EPS topped analysts' estimates in 5 of 7 earlier comparable reports.
What the results mean
Apollo Global Management, Inc.’s results should be read in the context of a business spanning credit, private equity, and real estate. Understanding its performance requires distinguishing client portfolio management from capital deployment into investments with different liquidity, risk, and return characteristics.
Its business drivers include attracting institutional and private investor capital, managing tailored portfolios, and finding opportunities in financing, acquisitions, and restructuring. This breadth makes asset selection, credit risk management, and transaction execution important to understanding performance, while the supplied information does not establish each activity’s contribution to the results.
What to watch on the earnings call: Listen for management’s discussion of demand for credit, private equity, and real estate strategies, alongside its ability to attract and deploy client capital. Asset quality, liquidity, default risk, and the selection of financing and restructuring opportunities also merit attention, particularly how the firm balances returns with risk.
For the full analysis of Apollo Global Management, Inc. stock — valuation, scores and financial statements — see the stock page linked with this story.