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For the quarter ended March 2025, Apollo Global Management Inc. (APO) reported revenue of $978 million, up 16.6% over the same period last year. EPS came in at $1.82, compared to $1.72 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $961.36 million, representing a surprise of +1.73%. The company delivered an EPS surprise of -1.62%, with the consensus EPS estimate being $1.85.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Apollo Global Management performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
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Total Assets Under Management: $785 billion versus the three-analyst average estimate of $778.74 billion.
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Segment Income- Asset Management- Fee Related Earnings- Management fees: $770 million compared to the $757.41 million average estimate based on six analysts.
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Segment Income- Asset Management- Fee Related Earnings- Capital solutions fees and other, net: $154 million versus $148.44 million estimated by six analysts on average.
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Segment Income- Asset Management- Fee Related Earnings- Fee-related performance fee: $54 million versus the six-analyst average estimate of $55.78 million.
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Segment Income- Retirement Services- Spread Related Earnings- Alternative net investment income: $315 million versus $298.04 million estimated by six analysts on average.
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Segment Income- Principal Investing- Principal Investing Income- Realized investment income: $28 million versus $23.02 million estimated by six analysts on average.
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Segment Income- Principal Investing- Principal Investing Income- Realized performance fees: $190 million versus $265.64 million estimated by six analysts on average.
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Segment Income- Retirement Services- Spread Related Earnings- Fixed income and other net investment income: $2.91 billion versus $2.94 billion estimated by six analysts on average.
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Segment Income- Retirement Services- Spread Related Earnings- Strategic capital management fees: $29 million versus the six-analyst average estimate of $28.22 million.
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Segment Income- Principal Investing- Principal Investing Income: $14 million versus $76.89 million estimated by five analysts on average.
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Segment Income- Retirement Services- Spread Related Earnings: $804 million versus the five-analyst average estimate of $821.74 million.
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Segment Income- Asset Management- Fee Related Earnings: $559 million compared to the $553.30 million average estimate based on five analysts.