APOApollo Global Management
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- $1.82Missed
- vs $2.04 expected on Nov 3
- Stock move on it
- −4.95%
- one session
- Typical move
- ±3.9%
- average over 2 reports
- Price
- $121.78
- −0.96% today · $69.1B cap
Past and upcoming reports
2
| Nov 3, 2026 | Sep 30, 2026 | Time not given | $2.04 | Missed$1.82 | −4.95% |
| Aug 4, 2026 | Jun 30, 2026 | Time not given | $2.19 | Missed$1.76 | +2.92% |
After the report
Aug 4, 2026 report
This covers the Aug 4, 2026 report. The Nov 3, 2026 numbers are in the table above.
Apollo missed quarterly EPS expectations as earnings conversion weakened despite continued asset growth.
Apollo reported $1.76 EPS for the quarter ended June 30, versus the $2.01 estimate, a 12.4% miss. The latest quoted price was $127.43, down 0.44%, while event-day and subsequent reaction data were unavailable. The forward issue is whether expense guidance clarification restores earnings conversion without compressing Apollo’s valuation.
Reported against expected
MissedReported EPS was $1.76 versus the $2.01 estimate, a $0.25 or 12.4% miss on August 4, 2026.
Guidance
No explicit management guidance figures were provided. the identified forward catalyst was clarification of expense guidance.
How the stock reacted
Event-day, day-one, and day-two reaction percentages were unavailable. the latest price was $127.43, down $0.56 or 0.44%.
What changed
Quarterly EPS was $1.76, 12.4% below the $2.01 estimate, while TTM revenue growth remained 26.8%.
What the price now assumes
At $127.43 and 83.8x trailing earnings, the market still prices substantial growth despite the EPS miss.
What it means for the business
Maintain a cautious growth bias. upgrade only if expense clarification supports EPS recovery toward forecasted 21.8% next-year growth.
The next one to three months, as we saw it then
Better case35%
Asset growth translates into improved earnings conversion if expense pressure is clarified and next-year EPS growth remains near 21.8%.
Base case40%
Apollo remains an asset-growth story, but the 83.8x trailing P/E limits upside until earnings conversion improves.
Worse case25%
Persistent expense pressure could cause investors to re-rate Apollo’s 83.8x trailing earnings multiple despite 26.8% TTM revenue growth.
If you hold it
Hold unless next-quarter revenue misses guidance materially or customer concentration risk worsens.
If you are watching
Enter only after expense clarification supports earnings recovery and reported EPS no longer trails consensus. do not trade if guidance remains unknown.
Scenario odds are a judgement, not measured.