| APO |
Report |
Adjusted EPS |
BEAT |
pred ~$2.20 vs. cons $2.15 |
MEDIUM |
| APO |
Report |
Organic capital formation |
BEAT |
pred ~$53.0B vs. cons $50.4B |
MEDIUM |
| APO |
Report |
Origination volume |
BEAT |
pred ~$95B vs. cons $90B |
MEDIUM |
| APO |
Guide |
Fee Related Earnings growth |
UNCHANGED |
guide ~20%+ vs. cons 20% (FY2026) |
HIGH |
| APO |
Guide |
Spread Related Earnings growth |
UNCHANGED |
guide ~10% vs. cons 10% (FY2026) |
MEDIUM |
| APO |
Guide |
Origination volume |
UNCHANGED |
guide ~$350B midpoint vs. cons $350B (FY2026) |
MEDIUM |
| APO |
Guide |
Athene normalized net spread |
UNCHANGED |
guide ~122.5 bps midpoint vs. cons 122.5 bps (FY2026) |
MEDIUM |
| APO |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.2% |
— |
MEDIUM |
| APO |
Return |
5-day cumulative residual |
+1.4% (FADE) |
Initial upside from pred ~$2.20 vs. cons $2.15 EPS and ~$95B vs. $90B origination should fade as the unchanged ~10% vs. 10% FY2026 SRE outlook still requires an ~11% second-half alternatives return after ~9% in Q2, limiting out-period estimate revisions. |
MEDIUM |