| APO |
Report |
Fee-Related Earnings (FRE) |
BEAT |
pred ~$810M vs. cons $767M |
MEDIUM |
| APO |
Report |
SRE (Operating) |
MISS |
pred ~$850M vs. cons $872M |
MEDIUM |
| APO |
Report |
Gross Capital Deployment |
BEAT |
pred ~$100B vs. cons $97B |
MEDIUM |
| APO |
Guide |
FY 2026 FRE (FY 2026) |
UNCHANGED |
guide reaffirm ~$3,100-3,200M vs. cons $3,109M |
HIGH |
| APO |
Guide |
FY 2026 SRE (FY 2026) |
UNCHANGED |
guide reaffirm ~$3,500M vs. cons $3,510M |
MEDIUM |
| APO |
Guide |
Q3 Origination/Pipeline Commentary (Q3 2026) |
BETTER |
guide 'strong/in line with Q2' vs. cons ~$97B |
MEDIUM |
| APO |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| APO |
Return |
5-day cumulative residual |
+1.0% (STABILIZE) |
STABILIZE — FRE beat provides floor; SRE miss and implicit FY out-period cut cap upside; no meaningful follow-through |
MEDIUM |