For the quarter ended June 2024, Ares Management (ARES) reported revenue of $786.5 million, down 0.7% over the same period last year. EPS came in at $0.99, compared to $0.90 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $860.09 million, representing a surprise of -8.56%. The company delivered an EPS surprise of +1.02%, with the consensus EPS estimate being $0.98.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and ...

Ares Management (ARES) came out with quarterly earnings of $0.99 per share, beating the Zacks Consensus Estimate of $0.98 per share. This compares to earnings of $0.90 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 1.02%. A quarter ago, it was expected that this private equity firm would post earnings of $0.93 per share when it actually produced earnings of $0.80, delivering a surprise of -13.98%.Over the last four quarters, ...

财务业绩 - GAAP净收益为9,490万美元[4] - GAAP基本和摊薄每股收益为0.43美元[7] - 实现收益为3.632亿美元[5] - 每股A类和无投票权普通股的税后实现收益为0.99美元[5] - 公司Q2-24每股实现收益为1.04美元，同比增长12%[76][77] - 公司2024年实现已实现收益3.63亿美元，已实现投资收益200万美元[142] - 公司2024年实现费用相关收益2.66亿美元[142] - 公司2024年已实现业绩收益1.09亿美元，未实现业绩收益1.33亿美元[145] - 公司2024年已实现投资收益200万美元，未实现投资收益2,247万美元[145] 收入与费用 - GAAP管理费用为7.217亿美元[4] - 费用相关业绩收入为2,160万美元[5] - 费用相关收益为3.245亿美元[5] - 公司Q2-24总收入为41,790千美元，同比增长15%[65] - 公司Q2-24实现实现收入31,682千美元，同比增长60%[65] - 公司Q2-24管理费收入为48,199千美元，同比增长15%[65] - 公司Q2-24信用组业务管理费收入为534,664千美元，实现实现收入407,898千美元[68][69] - 公司Q2-24房地产资产组业务管理费收入为99,609千美元，实现实现收入42,218千美元[68][69] - 公司总收入为XX亿美元，同比增长XX%[157] - 管理费收入为XX亿美元，同比增长XX%[159] - 管理费收入率为XX%，较上年同期下降XX个百分点[159] 资产管理规模 - 总资产管理规模为4,472亿美元,增长18%[14][15] - 总可收费资产管理规模为2,758亿美元,增长14%[16][17][18] - 新增募资260亿美元,净流入251亿美元[11][12][13] - 公司资产管理规模(AUM)为3231亿美元，较上年同期增长22%[28] - 永续资本或长期基金占资产管理规模的87%，占管理费收入的95%[28,29] - 未产生管理费的资产管理规模为834亿美元，较上年同期增长29%[31,34,35] - 可产生激励收入的资产管理规模为2595亿美元，较上年同期增长17%[38] - 实现激励收入的资产管理规模为1185亿美元，较上年同期增长14%[38] - 公司Q2-24资产管理规模为263亿美元，同比增长14%[65] - 公司AUM较上年同期增长22%[95] - 公司FPAUM较上年同期增长16%[98] - 公司信用策略AUM和FPAUM分别占总AUM和FPAUM的72.3%和72.6%[101] - 公司房地产二级市场和基础设施二级市场AUM分别为307.9亿美元和122.9亿美元[102] - 公司保险业务AUM和FPAUM分别为49.8亿美元和38.8亿美元[102] - 可投资资本(干火力)为XX亿美元[157] - 永续资本管理规模为XX亿美元[162] 投资组合表现 - 公司Q2-24私募股权二级市场策略收益为-1.5%，私募房地产二级市场策略收益为-1.1%[66] - 公司主要信用基金如ARCC、ASIF等在2024年二季度的净收益率分别为2.9%、2.6%和2.9%[104][105] - 公司主要房地产基金如AREIT、AIRET等在2024年二季度的净收益率分别为-14%和16%[113] - 公司主要基础设施基金如IDF V在2024年二季度的资本投资额为37.58亿美元[113] - 公司主要私募股权基金如ACE IV在2024年二季度的资本投资额为32.53亿美元[110] - 信用集团的替代信贷策略的净收益率为Q2-24的2.5%和Q2-24 LTM的8.7%[148] - 信用集团的机会信贷策略的净基金收益率为Q2-24的(0.6)%[148] - 信用集团的美国高级直接贷款策略的净收益率为Q2-24的3.1%[148] - 信用集团的美国次级直接贷款策略的净收益率为Q2-24的2.1%和Q2-24 LTM的11.6%[148] - 信用集团的欧洲直接贷款策略的净收益率为Q2-24的2.6%和Q2-24 LTM的8.6%[148] - 信用集团的亚太信贷策略的净收益率为Q2-24的4.0%和Q2-24 LTM的21.3%[148] - 公司私募股权策略的综合收益率为11%[154] 其他 - 公司Q2-24现金及可用信贷额度为1,901.8百万美元[83][89] - 公司Q2-24净累计业绩报酬收入为881.8百万美元，其中信用组占65%[84][86] - 信用集团拥有575名投资和投资者关系专业人员、285支活跃基金、1800家投资组合公司和1,500项另类信贷投资[148] - 公司拥有约80名投资和投资者关系专业人员、约65家投资组合公司和约60只活跃基金及相关共同投资工具[153] - 公司将继续专注于新产品和技术的研发以及市场拓展和并购[157,159,160] - 公司预计未来将继续保持稳定的股息政策[157]

文章核心观点 - 根据分析师预测,Ares Management公司即将发布的季度财报中,每股收益将达到0.98美元,同比增长8.9%[1] - 公司的营收预计将达到8.68亿美元,同比增长9.6%[1] - 过去30天内,分析师对该季度每股收益的预测下调了1%[2] 公司指标总结 FPAUM(可分配资产管理规模) - 总FPAUM预计达到2791.6亿美元,去年同期为2424亿美元[6] - 信用组FPAUM预计达到1987.8亿美元,去年同期为1617亿美元[7] - 私募股权组FPAUM预计为134.4亿美元,去年同期为190亿美元[8] - 实际资产组FPAUM预计达到416.8亿美元,去年同期为411亿美元[9] - 二级市场组FPAUM预计达到205.1亿美元,去年同期为178亿美元[10] AUM(资产管理规模) - 总AUM预计达到4414.5亿美元,去年同期为3776亿美元[11] 股价表现 - 过去一个月,公司股价上涨6.7%,而标普500指数仅上涨0.1%[12] - 公司目前评级为中性(Zacks Rank 3),预计未来将与整体市场表现相当[12]

Wall Street expects a year-over-year increase in earnings on higher revenues when Ares Management (ARES) reports results for the quarter ended June 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on August 2, 2024, might help the stock move higher if these key numbers are better than ex ...

DENVER, June 24, 2024 /PRNewswire/ -- Unrivaled Sports, a leader in world-class youth and recreational sports experiences, announced today that it has made a strategic investment in SNÖBAHN, the nation's premier indoor action sports center with two locations in Colorado. Additionally, the company announced a strategic investment in its action sports division by Ares Management funds. Ares' investment enhances a team that includes snowboarding legend Shaun White, The Chernin Group (TCG), and Unrivaled Sports ...

文章核心观点 - Ares Management Corporation(ARES)正在就与房地产投资公司GLP Capital Partners Ltd.进行潜在合并的谈判[1][2][3][4] - 如果交易完成,将成为近年来替代资产管理行业最大的并购之一[3] - ARES正在探索与GLP Capital在中国以外的业务进行合并,这可能会为ARES带来660亿美元的资产管理规模,覆盖日本、东南亚、欧洲、美国和巴西等地区[4] - GLP Capital专注于物流地产、数字基础设施和可再生能源等领域的私募股权投资[5] - ARES近年来一直通过并购来实现增长,去年收购了亚洲私募股权公司Crescent Point Capital,以及AI创投公司BootstrapLabs[6] 行业动态 - 其他金融公司也在通过并购来推动业务发展,如Blue Owl Capital收购Prima Capital Advisors,LPL Financial收购Crown Capital Securities[8][10][11][12] - 这些并购交易旨在拓展公司在特定领域的市场份额,提升综合服务能力[11][12] 公司表现 - 过去6个月,ARES股价上涨14.7%,优于行业8%的增幅[6] - ARES目前被评为Zacks Rank 3(Hold)评级[7]

On its 2024 investor day, Ares Management Corporation (ARES) set out numerous targets for the next five years. ARES has been benefiting from high interest rates and robust demand for private credit. The company will focus on credit, wealth and insurance for its growth.ARES expects to increase assets under management (AUM) to more than $750 billion by the end of 2028. This indicates an increase of more than 75% from the 2023-end reported figure of $419 billion. This will be driven by scaling existing funds, ...

LONDON and MONTRÉAL, May 16, 2024 /PRNewswire/ - Ares Management's Infrastructure Debt and Alternative Credit strategies (Ares), CDPQ, and Schroders Capital's Private Debt and Credit Alternatives team announced today that they have concluded an agreement to provide up to EUR 750 million [approx. CAD 1.1 billion] in financing to Vantage Data Centers, a leading global provider of hyperscale1 data center campuses, to expand the company's EMEA platform. Ares and CDPQ are providing up to EUR 300 million respecti ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File No. 001-36429 ARES MANAGEMENT CORPORATION (Exact name of Registrant as specified in its charter) Delaware 80-0962035 (State or other ...