Abstract
Apollo Global Management Inc will report results on February 09, 2026 Pre-Market; this preview compiles last quarter’s actuals and the company-level forecast fields to frame expectations and key moving parts for the upcoming print.
Market Forecast
Based on the latest forecast fields, Apollo Global Management Inc’s current-quarter revenue is projected at $5.37 billion, implying 23.13% year-over-year growth; forecast EPS is $2.05 with an implied 8.31% year-over-year increase, and forecast EBIT is $1.56 billion with an implied 3.92% rise year-over-year. No explicit company-level guidance is available for gross profit margin or net profit margin for the current quarter in the collected dataset.
The company’s core revenue pool remains anchored by fee-related and investment income, with the outlook pointing to double-digit revenue expansion aided by portfolio carry dynamics and deployment pacing. The segment with the strongest growth runway, based on aggregated forecast data, is overall revenue generation tied to investment and fee income, with a projected $5.37 billion this quarter, up 23.13% year-over-year.
Last Quarter Review
In the previous quarter, Apollo Global Management Inc delivered revenue of $9.82 billion, a gross profit margin of 41.91%, GAAP net profit attributable to the parent company of $1.74 billion, a net profit margin of 17.79%, and adjusted EPS of $2.17, representing 17.30% year-over-year growth. GAAP net profit grew 175.56% quarter-on-quarter, underscoring a sharp sequential improvement in bottom-line contribution.
Revenue materially outpaced the consensus snapshot embedded in the dataset, indicating significant upside from investment income and fee-related drivers. The company’s main business mix was not disclosed in the dataset; however, the year-over-year revenue growth rate of 26.37% highlights strong aggregate performance across core investment and fee streams.
Current Quarter Outlook (with major analytical insights)
Core Fee and Investment Earnings
The central driver for this quarter remains fee-related earnings and investment income across Apollo Global Management Inc’s platform. The current-quarter revenue estimate of $5.37 billion suggests a normalization from last quarter’s outsized print, while still maintaining a strong 23.13% year-over-year expansion. The EPS forecast of $2.05 points to sustained operating leverage, yet with a measured growth cadence of 8.31% year-over-year that is slower than revenue growth, indicating potential mix effects or operating expense catch-up. Margin dynamics will be within focus: last quarter’s 41.91% gross margin and 17.79% net margin set a high base, so investors will be watching whether the revenue composition leans toward higher-fee, lower-volatility streams or toward more market-sensitive investment income. Execution on fund-raising, deployment, and monetization timelines can sway reported income recognition within the quarter.
Most Promising Near-Term Growth Engine
Within the available forecasts, overall revenue tied to fee and investment activities stands out as the near-term growth engine, with a $5.37 billion estimate and 23.13% year-over-year growth. This pace implies resilient demand for Apollo Global Management Inc’s strategies and continued monetization of performance-linked streams despite market fluctuations. The EBIT estimate of $1.56 billion and its 3.92% projected growth rate suggest that operating profitability continues to expand, though less rapidly than top line, hinting at either investment in growth initiatives, a mix shift, or the timing of carried interest recognition. With adjusted EPS projected at $2.05, the company appears positioned to maintain solid earnings while supporting investment in origination channels and institutional solutions that underpin future fee growth.
Key Stock Price Sensitivities This Quarter
The stock’s performance is likely to hinge on the interplay between reported fee-related earnings stability and the variability of investment income. If fee income and realizations align with or surpass the revenue estimate of $5.37 billion, investors may extrapolate sustained operating momentum into the next quarters. Conversely, if the quarter skews toward lower-yielding mix or delayed monetizations, EPS leverage could undershoot the $2.05 forecast even if revenue holds near consensus, which would pressure valuation multiples. Updates on deployment pace and capital formation can also influence sentiment, as they inform forward fee growth and potential carry generation in subsequent periods. Given the prior quarter’s sizable revenue surprise, the market may seek confirmation that last quarter’s upside is not an outlier, focusing on qualitative commentary around pipeline, realizations, and performance fees.
Analyst Opinions
Public previews and rating updates specific to Apollo Global Management Inc within the defined time window were not retrievable, and no qualifying majority view is available to present. In the absence of cited institutional previews, the market will likely anchor to the embedded forecasts highlighted above: revenue at $5.37 billion, EPS at $2.05, and EBIT at $1.56 billion for the current quarter. The key debate for investors is whether operating leverage follows through after last quarter’s substantial upside, or normalizes as fee mix and realization timing revert toward multi-quarter averages. While formal opinion tallies could not be compiled, the quantitative estimates imply a constructive baseline for revenue growth alongside a measured EPS trajectory that leaves room for positive or negative surprise depending on the balance between fee stability and investment income variability.Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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