Q2 FY2026 EarningsQ2 FY26 results beat consensus across the board: revenue of $1.43B (+25% YoY) significantly exceeded the $1.14B expectation, while GAAP EPS of $0.49 beat the $0.46 mid-range. Growth was primarily fueled by 13% YoY growth in management fees and a sharp recovery in realized performance income. Despite rising interest expenses and headcount-driven costs, robust AUM growth and fundraising momentum across Credit and Real Assets strategies continue to drive strong operational performance.
Overview: ARES Management LP(ARES) the Revenue is 1.163 B (+17.06%), Beat estimate;the EBIT is 461.05 M (+37.78%), Beat estimate;the EPS is 1.29 (+25.24%), Beat estimate.