Apollo Global Management (APO) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

Core Insights - Apollo Global Management Inc. reported a revenue of $1.15 billion for the quarter ended September 2025, marking a 24% increase year-over-year, with an EPS of $2.14 compared to $1.81 in the previous year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $1.1 billion by 4.63%, and the EPS also surpassed the consensus estimate of $1.89 by 13.23% [1] Financial Performance Metrics - Total Assets Under Management reached $908 billion, exceeding the average estimate of $881.23 billion from three analysts [4] - Segment Income from Principal Investing showed realized performance fees of $201 million, slightly above the average estimate of $198.6 million [4] - Realized investment income in Principal Investing was reported at $18 million, compared to the average estimate of $13.98 million [4] - Fee-related performance fees in Asset Management were $73 million, surpassing the estimated $61.06 million [4] - Strategic capital management fees in Retirement Services were $35 million, exceeding the average estimate of $33.1 million [4] - Alternative net investment income in Retirement Services was $321 million, slightly below the estimate of $324.94 million [4] - Management fees in Asset Management totaled $863 million, compared to the estimated $857.4 million [4] - Capital solutions fees and other net income in Asset Management were $212 million, exceeding the average estimate of $181.1 million [4] - Fixed income and other net investment income in Retirement Services reached $3.42 billion, above the estimate of $3.28 billion [4] - Total Fee Related Earnings in Asset Management were $652 million, surpassing the estimate of $625.56 million [4] - Total Spread Related Earnings in Retirement Services were $871 million, exceeding the average estimate of $818.28 million [4] - Principal Investing Income was reported at $50 million, above the average estimate of $42.09 million [4] Stock Performance - Apollo Global Management's shares returned +7.2% over the past month, outperforming the Zacks S&P 500 composite's +1.3% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]