Ares Management (ARES) Q2 2025 Earnings
Reported Jul 31, 2025 at 8:00 PM ET · SEC Source
Q2 25 EPS
$1.03
MISS 5.26%
Est. $1.09
Q2 25 Revenue
$1.35B
BEAT +40.31%
Est. $962.3M
Did ARES Beat Earnings? Q2 2025 Results
Revenue was $1.35 billion, above the $992.17 million consensus estimate. EPS was $1.03, below the $1.11 consensus estimate. Ares Management Corporation reported a strong second quarter for 2025, with a significant increase in assets under management … Read more Revenue was $1.35 billion, above the $992.17 million consensus estimate. EPS was $1.03, below the $1.11 consensus estimate. Ares Management Corporation reported a strong second quarter for 2025, with a significant increase in assets under management (AUM) to $572.4 billion, up 28% year-over-year. The growth was driven by robust fundraising activities and the acquisition of GCP International. The company declared a quarterly dividend of $1.12 per share for its Class A and non-voting common stock, payable on September 30, 2025. CEO Michael Arougheti highlighted the company's diversified suite of funds and strong investor interest across various channels. The company also reported after-tax realized income of $367.9 million, with fee-related earnings of $409.1 million. Despite the strong revenue performance, the EPS fell short of expectations, reflecting increased expenses and strategic investments.
Key Takeaways
- • Strong investment performance across major strategies
- • Record quarterly market appreciation
ARES YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
ARES Revenue by Segment
With YoY comparisons, source: SEC Filings
“We generated strong second quarter results, growing AUM, fee paying AUM and management fees by 24% or more year over year.”
— Michael Arougheti, Q2 2025 Earnings Press Release
ARES Earnings Trends
ARES vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
ARES EPS Trend
Earnings per share: estimate vs actual
ARES Revenue Trend
Quarterly revenue: estimate vs actual
ARES Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 MISS | $1.33 | $1.24 | -6.57% | $1.40B | +26.11% |
| Q4 25 MISS | $1.69 | $1.45 | -14.00% | $3.68B | +177.23% |
| Q3 25 BEAT | $1.14 | $1.19 | +3.98% | $1.66B | +54.73% |
| Q2 25 MISS | $1.09 | $1.03 | -5.26% | $1.35B | +40.31% |