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Ares Management (ARES) is expected to report Q2 earnings of $1.12 per share, up 13.1% YoY, and revenues of $1.05 billion, up 33% YoY. Analysts predict specific metrics such as 'Financial Details Segments- Other fees' at $35.92 million (+55.7% YoY), 'Financial Details Segments- Fee related performance revenues' at $18.87 million (-12.5% YoY), and 'FPAUM Rollforward - Ending Balance - Total' at $350.31 billion (+27% YoY).

Ares Management Corporation (ARES) has reported robust second-quarter (Q2) earnings, with analysts predicting a significant increase in per-share earnings and revenues. The company's latest financial results reflect a strong performance across various segments, including infrastructure investments and direct lending. Additionally, Ares Management has announced a strategic partnership with Savion Equity, LLC to form Tango Holdings, LLC, a joint venture focused on managing solar energy projects across the United States.

Q2 Earnings and Revenues

According to the latest financial report, Ares Management is expected to report Q2 earnings of $1.12 per share, representing a 13.1% year-over-year (YoY) increase. Revenue is projected to reach $1.05 billion, up 33% YoY. These figures underscore the company's continued growth and resilience in the face of market fluctuations.

Strategic Partnership and Joint Venture

In a significant move to expand its renewable energy portfolio, Ares Management has formed a joint venture with Savion Equity, LLC called Tango Holdings, LLC. The joint venture will manage 496 megawatts of solar projects located in Ohio, Kentucky, Oklahoma, and Indiana. Ownership of Tango is split, with an Ares Infrastructure Opportunities fund holding 80% and Savion maintaining 20% [1].

Savion will serve as the managing member, while Shell Renewable Asset Management International will oversee asset management. The transaction has already closed with immediate effect, reflecting Ares Management's commitment to strategic expansion in the renewable energy sector.

Recent Investments and Acquisitions

Ares Management's Q2 results come on the heels of several significant investments and acquisitions. In the past 12 months, the company has acquired interests in power generation assets totaling over 4.0 gigawatts across nine states and four power markets. Additionally, Ares Management has made a €2 billion acquisition of a 20% stake in Plenitude, valuing the company at an enterprise value exceeding €12 billion [1].

Analyst Perspectives

Analysts have provided detailed insights into Ares Management's financial performance. Specific metrics such as 'Financial Details Segments- Other fees' at $35.92 million (+55.7% YoY), 'Financial Details Segments- Fee related performance revenues' at $18.87 million (-12.5% YoY), and 'FPAUM Rollforward - Ending Balance - Total' at $350.31 billion (+27% YoY) are expected to highlight the company's strong financial health and growth potential [3].

Conclusion

Ares Management's Q2 earnings report and the formation of Tango Holdings, LLC with Savion Equity underscore the company's strategic focus on renewable energy and infrastructure investments. The strong financial performance and expansion into new markets position Ares Management as a leader in the direct lending and renewable energy sectors.

References

[1] https://www.investing.com/news/company-news/ares-savion-establish-tango-joint-venture-for-us-solar-projects-93CH-4156065
[2] https://www.aresmgmt.com/news-views
[3] https://www.marketscreener.com/news/ares-capital-corporation-announces-june-30-2025-financial-results-and-declares-third-quarter-2025-d-ce7c5fd9df8ef02c