Ares Management Corporation · ARES · Next earnings

Ares Management Corporation reports Monday, Nov 2, 2026

ARES reports before market open with consensus EPS at $1.33 and revenue at $1.25B. Last quarter: Ares Management: Record Fundraising and $1B Fee Revenue Drive Q1 Despite EPS Miss

Reports Before market open43 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $1.33 Calendar consensus
Consensus revenue $1.25B Calendar consensus
Report date Nov 2, 2026 Monday, date estimated
Session Before market open 43 days away

Where ARES left off: FY2026 Q1

Full report

Ares Management: Record Fundraising and $1B Fee Revenue Drive Q1 Despite EPS Miss

EPS surprise -6.8% Reported $1.24 vs $1.33
Revenue surprise +0.9% Reported $1.29B vs $1.28B
Stock move +1.4% Event window
Subsequent drift +8.2% Up to 20 sessions

Management maintained FY 2026 guidance with no upward or downward revision. The most notable positive signal was a 20% dividend increase to $1.35 per share. Management expressed confidence in continued margin expansion and fund deployments despite geopolitical headwinds.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Geopolitical tensions (e.g., Iran war) affecting deal flow
  • Potential redemption pressure in wealth-focused non-traded funds
  • Uncertainty around software sector AI disruption
  • Possible slowdown in U.S. direct-lending M&A activity

Questions analysts left open

  • Credit deployment pipeline and timing of conversions
  • Retail/wealth fund inflow trends and redemption risk
  • Secondaries market acceleration and GP-led opportunities
  • European direct-lending deployment outlook
  • Software exposure stress-testing and future underwriting stance

Ask FN2 about ARES next report

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Recent ARES quarters

All ARES earnings
+1.4%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.