Apollo Global Management, Inc. · APO · Next earnings

Apollo Global Management, Inc. reports Monday, Feb 8, 2027

APO reports before market open with consensus EPS at $2.42 and revenue at $6.12B. Last quarter: Apollo Posts Record Q3 Earnings, Reaffirms 2027 Growth Targets

Reports Before market open95 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $2.42 Calendar consensus
Consensus revenue $6.12B Calendar consensus
Report date Feb 8, 2027 Monday, date estimated
Session Before market open 95 days away

Where APO left off: FY2026 Q3

Full report

Apollo Posts Record Q3 Earnings, Reaffirms 2027 Growth Targets

EPS surprise -5.5% Reported $2.07 vs $2.19
Revenue surprise -18.2% Reported $4.74B vs $5.79B
Stock move -4.9% Event window
Subsequent drift 0.0% Up to 20 sessions

Management reaffirmed its 2027 outlook for more than 20% fee-related earnings growth and about 10% spread-related earnings growth. It also outlined a $350 million investment over 24 months in data, CUSIP, market-making and custody capabilities.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Tightening spreads and elevated valuations could pressure future credit margins.
  • Higher funding and Athene liability costs may weigh on spread-related earnings.
  • Potential regulatory changes could affect offshore insurance capital requirements.
  • AI-financing economics remain uncertain, with competition increasing across private credit and infrastructure.

Questions analysts left open

  • Durability and upside potential of Asset Capital Solutions fee growth.
  • Credit risk and return economics associated with AI financing.
  • Timing and magnitude of Athene actuarial-assumption impacts on spread-related earnings.
  • Offshore insurance regulation and the scale and profitability of the European credit platform.

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Recent APO quarters

All APO earnings
-4.9%FY2026 Q3+2.9%FY2026 Q2-0.6%FY2026 Q1+5.3%FY2025 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

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.