APO Earnings Prediction
The chart below shows how APO performed 10 days before and after its earnings report, based on data from the past quarters. Typically, APO sees a -2.95% change in stock price 10 days leading up to the earnings, and a +2.67% change 10 days following the report. On the earnings day itself, the stock moves by +1.77%. This data can give you a slight idea of what to expect for the next quarter's release.
APO Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
7.30B
131.69%
18.10%
Gross Margin
--
--
--
Operating Margin
28.10%
-5.39%
12.31%
Net Margin
24.22%
19.31%
27.27%
EPS
1.29
17.27%
-4.44%
No Data Available
APO Earnings Analysis
Apollo Global Management, Inc. Corporation (APO.N) Earnings Conference Call
Positive
Strong Earnings Performance: Record fee-related earnings of $531 million or $0.87 per share, near-record spread-related earnings of $856 million or $1.40 per share, and adjusted net income of $1.1 billion or $1.85 per share, reaching the second highest level on record.
Strong Q3 Financial Performance: Reported strong third quarter financial results that exceeded expectations and positioned well to close out 2024, consistent with our expectations and to move confidently into the first year of our latest 5-year plan.
FRE and SRE Growth Projections: Average annual FRE growth of 20% and average annual SRE growth of 10%, with FRE and SRE reaching $10 billion and $5 billion each in 2029, and ANI more than doubling to $15 a share by 2029.
Strong Capital Generation: Capital generation of $21 billion, with a solid start in that direction, indicating strong financial health and growth potential.
Management Fee Growth: Generated more than $140 billion of inflows to support continued management fee growth, with credit management fees increasing by 20% year-over-year.
Negative
Strong Q3 Financial Performance: Financial Results: Reported strong third quarter financial results that included record fee-related earnings of $531 million or $0.87 per share, near-record spread-related earnings of $856 million or $1.40 per share and adjusted net income of $1.1 billion or $1.85 per share, which reached the second highest level on record.
Quarterly Performance Overview: Operating Highlights: The team made all of us look good, but the targets are behind and believe we can meet them. Third quarter was a solid start in that direction.
Expense Increase Analysis: Cost Management: Total expenses increasing 11% year-to-date versus the prior 9-month period, excluding the impact of $15 million of fund merger costs in the second quarter that we previously commented on.
Customer Growth Projection: Customer Growth: We expect SRE to approximate $3.2 billion for the fully year, which implies a similar level of SRE in the fourth quarter versus third quarter results on an as-reported basis.
Platform Partner Overview: Negative Corporate Actions: We have a number of platform partners, only a couple of which are public.
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APO Earning Call Sentiment
Apollo Global Management, Inc. (APO) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
APO.N
-2.79%Positive
The earnings call highlights strong financial performance with record-high fee-related earnings and a substantial share repurchase, indicating confidence in stock value. Optimistic guidance for Principal Investing Income and a solid shareholder return plan further support positive sentiment. Despite competitive pressures and regulatory challenges, strategic initiatives are progressing well. The Q&A section did not reveal significant negative trends, maintaining overall positive sentiment. The absence of market cap information limits precise impact prediction, but the positive financial metrics and strategic actions suggest a stock price increase in the next two weeks.