Apollo Global Management, Inc. · APO · Next earnings

Apollo Global Management, Inc. reports Tuesday, Nov 3, 2026

APO reports before market open with consensus EPS at $2.28 and revenue at $5.90B. Last quarter: Apollo Q1 2026: Record Fee Earnings, Reaffirmed Growth Targets

Reports Before market open44 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $2.28 Calendar consensus
Consensus revenue $5.90B Calendar consensus
Report date Nov 3, 2026 Tuesday, date estimated
Session Before market open 44 days away

Where APO left off: FY2026 Q1

Full report

Apollo Q1 2026: Record Fee Earnings, Reaffirmed Growth Targets

EPS surprise +2.6% Reported $1.94 vs $1.89
Revenue surprise -2.5% Reported $5.06B vs $5.19B
Stock move -0.6% Event window
Subsequent drift -0.9% Up to 20 sessions

Management maintained 2026 growth targets of 20% FRE and 10% SRE growth with no revision. Guidance sentiment is maintained consistent with the prior quarter.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Macroeconomic volatility and geopolitical disruption
  • Potential spread compression in private credit markets
  • Credit prepayment risk and CLO runoff
  • Regulatory scrutiny on offshore structures and Cayman exposure
  • Liquidity constraints in private-market assets

Questions analysts left open

  • Durability of origination volumes and syndicate composition
  • Impact of daily pricing on private-credit pricing and fee revenue
  • Expense and revenue implications of the PIC and Athora acquisitions
  • Spread dynamics for SRE and asset-prepayment headwinds
  • Regulatory environment including NAIC CLO charges UK PRA and offshore reinsurance oversight

Ask FN2 about APO next report

Transcript, numbers and history already loaded
What should I watch for in APO's next earnings report?How did APO guide last quarter, and is consensus above or below that?Give me the bull and bear case going into APO earnings.

Free account. Your question opens in FN2 with this report's transcript and numbers attached.

Get the APO recap when the next report posts

One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.

Recent APO quarters

All APO earnings
-0.6%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.