Industry top-down
Asset Management
Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.
AI industry top-down
The asset management industry delivered overall solid performance, posting median YoY revenue growth of 14.66%. Several firms, including Apollo Global and AMG, saw their EPS surge over 100% year-over-year, while BlackRock and Blackstone also posted strong growth. In contrast, Carlyle and Equitable Holdings experienced revenue declines of more than 20%, highlighting a clear divergence in performance across companies.
- Robust industry-wide top-line growth (median revenue YoY of 14.66%)
- 30%+ revenue expansion trend among large asset managers (BLK, BX, APO)
- Triple-digit EPS surge among major asset managers (APO, AMG, VCTR)
AI synthesis of disclosed results and analyst research across these companies — not investment advice.
Companies — latest quarter
| Company | Period | Revenue | Rev YoY | EPS | EPS YoY | Surprise |
|---|---|---|---|---|---|---|
| BLKBlackRock, Inc. | FY2026 Q3 | $7.75B | +19.1% | $10.57 | +25.4% | — |
| BXBlackstone Inc. | FY2026 Q3 | $3.06B | -0.8% | $0.83 | +3.7% | — |
| APOApollo Global Management, Inc. | FY2026 Q3 | $4.74B | -51.8% | $-1.78 | — | — |
| STTSTATE STREET CORP | FY2026 Q3 | $4B | +12.9% | $3.69 | +32.7% | — |
| AMPAMERIPRISE FINANCIAL INC | FY2026 Q3 | $5.19B | +6.1% | $12.32 | +32.0% | — |
| SATSEchoStar CORP | FY2026 Q3 | $2.7M | — | $5.24 | — | — |
| NTRSNORTHERN TRUST CORP | FY2026 Q1 | $1.34B | +10.5% | $2.71 | +42.6% | — |
| RJFRAYMOND JAMES FINANCIAL INC | FY2026 Q3 | $4.36B | +13.5% | $3.01 | +42.0% | — |
| PFGPRINCIPAL FINANCIAL GROUP INC | FY2026 Q3 | $4.62B | +25.4% | $2.91 | +206.3% | — |
| TROWPRICE T ROWE GROUP INC | FY2026 Q3 | $2B | +5.9% | $2.79 | -2.8% | — |
| TPGTPG Inc. | FY2026 Q3 | $712.74M | +19.5% | $0.41 | +105.0% | — |
| BENFRANKLIN RESOURCES INC | FY2026 Q3 | $2.36B | +14.3% | $0.31 | +106.7% | — |
| PSPERSHING SQUARE INC. | FY2026 Q3 | $56.6M | — | $-0.05 | — | — |
| OWLBLUE OWL CAPITAL INC. | FY2026 Q3 | $806.53M | +10.8% | $0.03 | +200.0% | — |
| CRBGCorebridge Financial, Inc. | FY2026 Q3 | $6.16B | +13.8% | $3.22 | — | — |
| EQHEquitable Holdings, Inc. | FY2026 Q3 | $3.88B | +167.7% | $4.05 | — | — |
| CGCarlyle Group Inc. | FY2026 Q3 | $334.1M | +0.4% | $-0.02 | — | — |
| SEICSEI INVESTMENTS CO | FY2026 Q3 | $662.04M | +14.4% | $1.38 | +6.2% | — |
| IVZInvesco Ltd. | FY2026 Q3 | $1.87B | +14.2% | $0.65 | -1.5% | — |
| AMGAFFILIATED MANAGERS GROUP, INC. | FY2026 Q3 | $595.2M | +12.7% | $6.64 | -3.3% | — |
| VCTRVictory Capital Holdings, Inc. | FY2026 Q3 | $396.57M | +9.8% | $1.11 | 0.0% | — |
| STEPStepStone Group Inc. | FY2027 Q2 | $773.14M | +70.2% | $-0.87 | — | — |
| HASIHA Sustainable Infrastructure Capital, Inc. | FY2026 Q3 | $114.46M | +11.1% | $1.04 | +70.5% | — |
YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).