Ares Management Corporation (ARES) Earnings Call Transcripts
Ares Management Corporation's Latest Earnings Call - June 10, 2026
In the second quarter of fiscal year 2026, Ares Management Corporation reported strong performance, driven by resilient fundamentals across its portfolio. The company highlighted a revenue of $2.5 billion, with earnings per share (EPS) of $1.25, both exceeding market expectations. Management maintained a positive outlook, emphasizing the benefits of higher interest rates on private credit performance and signaling continued strong demand for their investment strategies, particularly in digital infrastructure and asset-based finance.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $2.5B (beat) |
| EPS | $1.25 (beat) |
| EBITDA Growth | 10% (positive) |
| Occupancy Rate | 95%-98% (positive) |
| Dry Powder | $150B (positive) |
| Wealth Channel Gross Capital Raised | $3.6B (positive) |
Guidance from management
Management maintained a positive outlook, indicating that higher interest rates could benefit private credit performance and that they expect continued strong demand across their investment strategies.
What analysts pressed on
Analysts expressed concerns about the potential impact of market volatility on deployment efficiency and fee-paying AUM conversion. There were questions regarding how Ares plans to navigate these challenges while maintaining growth in a competitive environment.
Main topics on the call
- Resilient Portfolio Fundamentals — Ares reported EBITDA growth of approximately 10% across its corporate portfolio, with real estate occupancy rates between 95% and 98%. CEO Michael Arougheti stated, "the fundamentals are still very strong," indicating co...
- Deployment Strategy and Dry Powder — The company has over $150 billion in dry powder, with a robust deployment pipeline. Arougheti noted, "the floor for our deployment increase every year and then the ceiling is increasing as well," suggesting a strong capa...
- Private Credit Market Dynamics — Ares continues to see strong institutional demand for private credit, despite market anxieties. Arougheti highlighted that "the institutional investor community continues to allocate aggressively into private credit," wh...
- Regulatory Environment and Transparency — Arougheti discussed the potential for increased transparency in the private credit market due to regulatory changes, stating that "regulation... means increased transparency and increased understanding," which could bene...
Read the full Ares Management Corporation transcript (June 10, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Ares Management Corporation
Ares Management Corporation (ARES) is a publicly listed company in the Capital Markets industry, within the Financials sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 71 calls on record spanning February 13, 2020 to June 10, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 71 Ares Management Corporation earnings call transcripts on record, spanning February 13, 2020 to June 10, 2026. Based on this history, Ares Management Corporation reports quarterly. The most recent call on file is dated June 10, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- ARES
- Exchange
- NYSE
- Country
- US
- Sector
- Financials
- Industry
- Capital Markets
- Calls on record
- 71
- First call
- February 13, 2020
- Most recent
- June 10, 2026
- Reporting cadence
- quarterly