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ARES Management LP

ARES

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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.

Financial report interval: 2026.03.30 - 2026.06.30

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.

Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
1.16B17.06%
1.14B15.09%
+0.02B1.97%
EBITExceed expectations
0.46B37.78%
0.35B3.91%
+0.11B33.87%
EPSExceed expectations
1.2925.24%
1.27523.79%
+0.01501.45%

Revenue

ActualEstimateUnit: USD
qf

EBIT

ActualEstimateUnit: USD
qf

Net income

ActualEstimateUnit: USD
qf

EPS

ActualEstimateUnit: USD
qf