Ares Management 2025 Q3 Earnings Strong Performance with Net Income Up 92.5%
Ares Management (ARES) delivered a strong performance in Q3 2025, surpassing both revenue and earnings expectations. . Management raised its guidance for future growth, reflecting confidence in continued momentum across its investment strategies.
Revenue
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Earnings/Net Income
, marking continued earnings growth. Meanwhile, , . The significant EPS and net income growth underscores AresARES-- Management’s robust profitability and effective cost management strategies.
Post-Earnings Price Action Review
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CEO Commentary
(Co-Founder, CEO & Director) highlighted Ares’ Q3 2025 results, emphasizing 28% year-over-year management fee growth, , and $41 billion in gross deployment. He noted robust performance across infrastructure, real estate, and credit strategies, with $150 billion in dry powder and a strong pipeline. Arougheti underscored the firm’s leadership in private markets, . He expressed confidence in credit fundamentals, . Strategically, Arougheti emphasized expanding global wealth distribution, leveraging the GCP acquisition for real estate and data center growth, and maintaining a “balance sheet-light” model. His tone was optimistic, stressing Ares’ readiness to outperform in potential credit cycles and capitalize on secular shifts toward private markets.
Guidance
Arougheti stated Ares expects to “meaningfully exceed last year’s $93 billion” fundraising, with (CFO) projecting 17% year-over-year growth in fee-related performance revenues (FRPR) in Q4, driven by credit and real estate. The firm anticipates a 2026 margin expansion closer to the top end of its 0–150 bps guidance range and reiterated its $125 billion 2028 AUM target for semi-liquid wealth products. , aligning with historical trends of annual hikes. , , .
Additional News
Ares Management expanded its footprint through strategic acquisitions and fundraising. The firm closed a definitive agreement to acquire London-based BlueCove, enhancing its systematic credit investing capabilities. Additionally, , medical technologies, and healthcare IT, signaling its commitment to high-growth sectors. , reflecting confidence in sustained profitability. These moves underscore Ares’ proactive approach to capital allocation and long-term value creation.
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