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Apollo Global Management (APO) investor relations material
Apollo Global Management Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary4 Nov, 2025
Executive summary
Delivered record third quarter results with adjusted net income of $1.4 billion ($2.17/share), up 17% year-over-year, and GAAP net income of $1.7 billion ($2.82/share), reflecting strong execution on strategic growth pillars and robust client demand for private markets access.
Achieved record AUM of $908 billion, up 24% year-over-year, supported by significant inflows, origination activity, and capital solutions fees.
Fee-related earnings (FRE) reached $652 million, up 23% year-over-year, with management fees growing 22% year-over-year.
Broad-based momentum across asset management and retirement services, with strong demand for retirement inflows and progress on strategic growth initiatives.
Positioned to capitalize on trends such as re-industrialization, aging populations, and increased demand for private markets access.
Financial highlights
Adjusted Net Income (ANI) was $1.4 billion ($2.17 per share) for the quarter, with Fee Related Earnings (FRE) at $652 million and Spread Related Earnings (SRE) at $871 million.
GAAP Net Income attributable to common stockholders was $1.7 billion ($2.82 per share) for Q3 2025.
Total AUM reached $908 billion, a 24% year-over-year increase, with $82 billion in inflows during the quarter.
Management fees up 22% year-over-year; capital solutions fees of $212 million, second-strongest quarter on record.
Declared a $0.51 per share common stock dividend and $0.8438 per share preferred stock dividend.
Outlook and guidance
FRE growth of 20%+ expected in 2026, with 75% of top-line growth from existing businesses and 25% from new initiatives.
SRE growth of 10% anticipated in 2026, with prepayment and roll-off headwinds expected to dissipate.
Long-term annual growth targets: 20% for FRE and 10% for SRE through 2029.
FRE expected to equal SRE by 2028 and exceed it thereafter.
Management expects to capitalize on structural trends such as re-industrialization, aging populations, and increased demand for private market access.
Progress on strategic growth plan execution?
Drivers of future common stock dividend?
Impact of current interest rate environment?
What infrastructure needed for traditional AM partnerships?
Origination target achieved early. What's next?
Athene's portfolio: How to mitigate systemic risk?
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Next Apollo Global Management earnings date
Q4 20254 Feb, 2026
Next Apollo Global Management earnings date
Q4 20254 Feb, 2026
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Frequently asked questions
Drivers of growth and returns
Apollo Global Management is a leading investment management firm that operates on a global scale. Specializing in alternative investments such as private equity, credit, and real estate, Apollo has built a strong reputation in the financial industry. With a focus on delivering attractive returns for its clients, the company employs a rigorous investment approach, leveraging its extensive industry knowledge and vast network.
Apollo is active in a highly competitive industry. Some of the most notable competitors to Apollo include behemoths of the industry such as Blackstone, as well as companies like The Carlyle Group and KKR.
Apollo's edge
Apollo's expertise lies in identifying unique investment opportunities and deploying capital strategically to generate value. As a trusted partner to institutional investors, corporations, and individuals, Apollo Asset Management is recognized for its commitment to innovation, disciplined investment strategies, and a track record of success in the ever-evolving financial landscape.
A three-headed spear
In private equity, Apollo focuses on identifying potential investment opportunities in companies across industries and geographies. Through a combination of deep industry knowledge, rigorous due diligence, and active management, Apollo aims to create value and generate attractive returns for its investors. The firm actively engages with portfolio companies to implement strategic initiatives, improve operational efficiency, and drive long-term growth.
In credit investments, Apollo capitalizes on its expertise in distressed assets, leveraged loans, and structured credit. The firm analyzes credit risks, seeks out mispriced opportunities, and structures investment vehicles to provide attractive risk-adjusted returns. Apollo's credit team employs a flexible and opportunistic approach, allowing them to invest in a wide range of credit instruments, including corporate debt and high-yield bonds. Apollo also has a significant presence in the real estate sector. The firm invests in various real estate assets, including residential, commercial, hospitality, and infrastructure.
Different client types
Apollo has a diverse client base consisting of three main types of customers. Firstly, institutional investors such as pension funds and endowments seek Apollo's expertise to achieve their long-term investment objectives. Secondly, corporations and businesses turn to Apollo for strategic advice, capital solutions, and investment partnerships. Lastly, Apollo serves high-net-worth individuals and families, providing tailored investment solutions to preserve and grow their wealth. This diversified client base contributes to Apollo's revenue streams, as it allows the firm to generate income from management fees, carried interest, advisory services, and performance-based incentives across various asset classes and investment strategies.
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