This fall: 2026-02-09 Earnings Abstract
EPS of $2.47 beats by $0.43
| Income of $1.24B (30.26% Y/Y) beats by $45.80M
Apollo International Administration, Inc. (APO) Financial institution of America Monetary Companies Convention 2026 February 11, 2026 8:50 AM EST
Firm Contributors
James Zelter – President & Director
Convention Name Contributors
Craig Siegenthaler – BofA Securities, Analysis Division
Presentation
Craig Siegenthaler
BofA Securities, Analysis Division
Good morning, everybody. We’ll get began. Thanks all for becoming a member of BofA’s thirty fourth Annual Monetary Companies Convention. That is Craig Siegenthaler, North American Head of Diversified Financials at BofA. It is my pleasure to introduce Jim Zelter. Jim oversees Apollo’s strategic initiatives throughout its asset administration and retirement companies, and he serves on its management workforce and Board of Administrators. He joined Apollo in 2006 and led the broad enlargement of Apollo’s largest enterprise, credit score.
Jim, thanks for becoming a member of us in the present day.
James Zelter
President & Director
All the time glad to be right here. Thanks. I see a bunch of mates and shareholders. So at all times get pleasure from being on this discussion board.
Craig Siegenthaler
BofA Securities, Analysis Division
So Apollo was based in 1990 with a give attention to non-public fairness. The agency has since developed right into a diversified world alt supervisor with scale throughout all 3 channels, actually the three eyes. Institutional and particular person and the main insurance coverage platform. Apollo pioneered the choice insurance coverage mannequin with the creation of Athene and plenty of of its large-cap friends have since replicated this technique. The agency now manages greater than $900 billion in property beneath administration and is among the 5 largest alt managers on the earth. With that, let’s get began.
Query-and-Reply Session
Craig Siegenthaler
BofA Securities, Analysis Division
So Jim, we have now entered yr 4 of the bull market. IPO and M&A is predicted to speed up. The Fed has been chopping. There could be a couple of extra cuts this yr. The economic system continues to be resilient. However, spreads are fairly tight, and I do know that