Loading
Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Apollo Global Management (APO) is 6/10.
Apollo posted record FRE of $728 million or $1.17 per share up 30% year-over-year, though GAAP revenue and earnings declined significantly due to investment return volatility impacting SRE mark-to-market results. Retirement Services experienced spread compression as equity market declines reduced Athene's portfolio returns. The fee-related business demonstrated its resilience and independence from market-sensitive investment income.
Scored from Apollo Global Management’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
Full Pro access for 30 days when you create a free account. No credit card required.
All prior quarters are free.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $5.28B | -52.2% | $2.39 | -48.6% | 36.4% | 27.2% |
| FY2025 Q1 | $5.55B | -21.2% | $0.68 | -70.2% | 27.6% | 7.7% |
| FY2025 Q2 | $6.81B | +13.2% | $1.02 | -24.4% | 21.3% | 9.2% |
| FY2025 Q3 | $9.82B | +26.4% | $2.78 | +115.5% | 32.3% | 17.7% |
| FY2025 Q4 | $8.11B | +53.6% | $2.78 | +16.3% | 52.6% | 20.8% |
| FY2026 Q1 | $4.93B | -11.1% | $-3.24 | -576.5% | 6.7% | -38.6% |
| FY2026 Q2 | $11.15B | +63.7% | $2.15 | +110.8% | 21.6% | 12.2% |