Ares Management Corporation · ARES · Next earnings

Ares Management Corporation reports Thursday, Feb 4, 2027

ARES reports before market open with consensus EPS at $1.87 and revenue at $1.80B. Last quarter: Ares Q3: AUM growth and fundraising support a constructive outlook

Reports Before market open91 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $1.87 Calendar consensus
Consensus revenue $1.80B Calendar consensus
Report date Feb 4, 2027 Thursday, date estimated
Session Before market open 91 days away

Where ARES left off: FY2026 Q3

Full report

Ares Q3: AUM growth and fundraising support a constructive outlook

EPS surprise +0.8% Reported $1.26 vs $1.25
Revenue surprise +15.6% Reported $1.43B vs $1.24B
Stock move +2.9% Event window
Subsequent drift 0.0% Up to 20 sessions

Management's guidance sentiment was maintained. The call highlighted continued deployment and fundraising, with planned launches in digital infrastructure and European direct lending.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Muted U.S. M&A could slow direct-lending deployment.
  • Higher rates could increase borrower debt-service costs and default risk.
  • Credit-market volatility could compress spreads and affect performance-fee realization.

Questions analysts left open

  • Impact of rising rates on U.S. direct-lending deployment.
  • Spread and pricing dynamics in digital-infrastructure financing.
  • Timing of realized performance fees and the margin trajectory.

Ask FN2 about ARES next report

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Recent ARES quarters

All ARES earnings
+2.9%FY2026 Q3+3.2%FY2026 Q2+1.4%FY2026 Q1+4.6%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.