FN2 Earnings Intelligence

ARES expanded earnings history

Ares Management Corporation (ARES) quarterly earnings scorecards, market reactions, transcript intelligence, and historical context.

Earnings History

Estimate Beat Miss Match
ARES EPS earnings history estimate and actual scatter chart 9 reported fiscal quarters and 2 future estimate-only quarters. Q4 '23 estimate $1.10 Q4 '23 actual $1.21, beat Q1 '24 estimate $0.92 Q1 '24 actual $0.80, miss Q2 '24 estimate $0.98 Q2 '24 actual $0.99, match Q3 '24 estimate $0.94 Q3 '24 actual $0.95, beat Q2 '25 estimate $1.08 Q2 '25 actual $1.03, miss Q3 '25 estimate $1.15 Q3 '25 actual $1.19, beat Q4 '25 estimate $1.69 Q4 '25 actual $1.45, miss Q1 '26 estimate $1.33 Q1 '26 actual $1.24, miss Q2 '26 estimate $1.28 Q2 '26 actual $1.29, match Q3 '26 estimate $1.31 Q4 '26 estimate $2.00
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ARES FY2026 Q1 · Calendar Q2 2026

Ares Management Corporation

Ares Management delivered a strong operational quarter in FY2026 Q1, with record fundraising of $30B, a milestone $1B in management fee revenue, and 18% AUM growth to $644B, even as EPS missed consensus by 6.8%. The firm's $100B+ dry powder and diversified platform across private credit, real assets, secondaries, and digital infrastructure position it to deploy capital amid market dislocations. Management maintained full-year guidance and raised the dividend 20%, signaling confidence in the trajectory despite geopolitical headwinds. The market response was modestly positive on the day with notable follow-on drift of 8.2%, and analyst consensus targets remain well above the current price.

EPS surprise-6.8%
Market move+1.4%

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