APO Earnings

APO reported its earnings on 2026-05-06, showcasing a revenue of 5.06B against an estimate of 1.22B, resulting in a 314.67% surprise. The EPS was 1.94, surpassing the expected 1.9 by 4.86%. The stock experienced a -0.59% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following APO's earnings announcement on 2026-05-06, the stock price moved by -0.59% on the day of the release. Over the subsequent five days, it saw a 0% change. Historically, APO's stock price tends to shift by an average of -1.6% in the 10 days leading up to earnings and -0.54% in the 10 days following, providing insight into potential market.

For 2026/Q2, analysts estimate APO's annual revenue to reach 1.28B, while the EPS is projected at 2.26. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between APO's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, APO's stock price typically moves by -1.6% in the 10 days before its earnings and -0.54% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of 2.26 and revenue of 1.28B.

Apollo's earnings call highlighted strong financial performance, with a 15% revenue increase and a 20% rise in AUM. Despite a 5% increase in operating expenses, net income grew by 10%, indicating effective cost management. The growth in fee-related earnings and the expansion in management fees and performance fees suggest a robust business model. The positive financial metrics, alongside the optimistic strategic plan for 2026, indicate a positive outlook for the stock price. However, lack of discussion on strategic initiatives and risks limits the sentiment to 'Positive' rather than 'Strong positive.'