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Jun 30, 2025
Apollo Q2 2025 Earnings Report
Apollo reported strong second quarter results driven by record inflows and growth in fee and spread related earnings.
Key Takeaways
Apollo Global Management delivered a robust Q2 2025, with record Fee Related Earnings and strong performance in both asset management and retirement services. Total AUM reached $840 billion, supported by significant quarterly inflows and continued strategic capital deployment.
Adjusted Net Income was $1.179 billion or $1.92 per share.
Record quarterly Fee Related Earnings of $627 million driven by higher management and capital solutions fees.
Total Assets Under Management rose to $840 billion, reflecting $61 billion in quarterly inflows.
Retirement Services reported strong growth with $21.2 billion in organic inflows.
Forward Guidance
Apollo continues to focus on origination strength, strategic growth in retirement services, and expanding capital solutions platforms.
Positive Outlook
- Record capital solutions fees showcasing market differentiation
- Continued strong inflows from global wealth and institutional clients
- Robust annuity sales and funding agreements driving retirement services growth
- High proportion of perpetual capital supporting earnings durability
- Strategic acquisition of Bridge Investment Group expected to close in Q3
Challenges Ahead
- Market volatility may delay monetization activities in principal investing
- Policyholder-driven outflows remain elevated in retirement services
- Net spread declined slightly quarter-over-quarter
- Performance fee environment remains cyclically light
Historical Earnings Impact
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Avg. Return Before/After Earnings
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