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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Ares Management Corporation (ARES) is 9/10.
Ares started fiscal 2026 with record fundraising momentum and management fees growing 22% on 40.8% revenue growth. After-tax realized income per share grew 14%, and both GAAP EPS and operating income spreads were significantly positive, confirming operating leverage. Management reiterated long-term targets of 16-20% FRE CAGR, 20-25% realized income CAGR, and 20% dividend growth. The U.S. direct lending market slowed, but the wealth channel continued diversifying beyond credit into digital infrastructure and energy.
Scored from Ares Management Corporation’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.26B | +19.5% | $0.68 | -20.9% | 22.1% | 14.1% |
| FY2025 Q1 | $1.09B | +53.9% | $0.05 | -84.5% | 6.8% | 4.3% |
| FY2025 Q2 | $1.35B | +71.2% | $0.46 | +2.2% | 15.7% | 10.2% |
| FY2025 Q3 | $1.66B | +46.7% | $1.15 | +109.1% | 21.1% | 17.4% |
| FY2025 Q4 | $1.77B | +40.3% | $0.13 | -80.9% | 29.3% | 3.1% |
| FY2026 Q1 | $1.53B | +40.8% | $0.64 | +1112.1% | 23.8% | 9.3% |
| FY2026 Q2 | $1.43B | +5.8% | $0.49 | +6.5% | 17.4% | 10.5% |