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Apollo Global Management, Inc.

APO

Financial Services

2mo

Record Financial Metrics and Business Growth in Q2 2025

Record FRE of $627 million, up 22% YoY.
Management fee growth of 21% YoY.
Record ACS fees of $216 million.
Total inflows of $61 billion, with record organic inflows of $49 billion.
Record AUM of $840 billion, reflecting robust origination and deployment.

Tradeweb Markets Inc.

TW

Financial Services

2mo

Tradeweb Achieves Record Revenue and Market Share Growth in 2025

Quarterly revenues surpassed $1 billion, setting a new high watermark, with over $513 million in Q2 2025, up 26.7% YoY.
First half revenue exceeded $1 billion, indicating sustained double-digit growth for the year.
International business grew 41%, driven by strategic initiatives in EM and APAC regions.
Record volumes across asset classes, with strong client engagement despite market volatility.

American Express Company

AXP

Financial Services

1w

Financial Performance Summary

Annual card fees approached $10 billion, growing double digits for 29 consecutive quarters.
Cardmember spending accelerated to 9% (8% FX adjusted), driven by strong retail and travel spending.
Credit performance remained excellent with delinquency rates below 2019 levels and write-offs declining.
Earnings per share (EPS) rose 19% to $4.14 for the quarter.
Provision expense was $1.3 billion, including a $125 million reserve build reflecting balanced growth.
Return on equity (ROE) was strong at 36% for the quarter.
Revenues increased 11% year-over-year to a record $18.4 billion in Q3 2025.
Total cardmember receivables grew 7% year-over-year, broadly in line with billing growth.

Blue Owl Capital Inc.

OWL

Financial Services

2mo

Financial Performance Summary

Blue Owl Capital reported fee-related earnings (FRE) of $0.23 per share and distributable earnings (DE) of $0.21 per share for Q2 2025.
Direct lending portfolio gross returns were 3% in Q2 and 13.5% over the last 12 months; alternative credit gross returns were 2% in Q2 and 15.7% over last 12 months.
Equity fundraising hit a record with over $12 billion raised in Q2 and over $36 billion over the last 12 months, nearly 90% increase from prior year.
FRE margin guidance for the year is 57% to 58%, with Q2 printing at 57%.
Management fees increased by 32% over the last 12 months, with 87% from permanent capital vehicles.
Net lease gross returns were 4.1% for Q2; real estate credit investments yielded 8.1% yield to maturity and 11.1% debt yield.
The company declared a dividend of $0.225 per share for Q2 payable on August 28 to holders of record as of August 14.
The company maintained strong credit quality with average annual realized losses at 13 basis points in direct lending.
The listing of the technology-focused BDC, OTF, contributed approximately $6 million in incremental management fees in Q2.
Year-over-year on a last 12 months basis, FRE revenues grew by 29%, FRE by 23%, and DE by 20%.

The Carlyle Group Inc.

CG

Financial Services

2mo

Record Fee-Related Earnings (FRE) of $323 million in Q2

18%

$323 million

FRE was a record $323 million, up 18% year-over-year.

LAZ

Financial Services

3mo

Record First Half Financial Advisory Revenue and Geographic Diversification

Achieved a record first half of $861 million in adjusted net revenue in Financial Advisory.
Strong revenue growth in France and Germany, demonstrating geographic and product diversity.
Over 40% of total Financial Advisory revenue now linked to private capital, reflecting strategic emphasis and hiring efforts.

Fulton Financial Corporation

FULT

Financial Services

3mo

Record Operating Earnings and Share Repurchases in Q2 2025

Operating earnings of $106 million, a record for the company, representing a $0.03 linked quarter increase.
First $100 million operating net income quarter in company history.
Share repurchases of 522,000 shares at an average price of $16.9, with ongoing capital return strategy.

FBP

Financial Services

3mo

Record Net Interest Income and Margin Expansion in 2Q 2025

First BanCorp achieved record net interest income of $215.9 million, with an 8 basis point increase in net interest margin to 4.56%.
Margin improvement was partly due to reinvestment of maturing securities and lower funding costs, with an expected continued 5-7 basis point increase in the coming quarters.
Exclusion of one-time fees from early loan cancellations shows underlying margin strength.

Regional Management Corp.

RM

Financial Services

2mo

Financial Performance Summary

30-day delinquency rate improved to 6.6%, down 50 basis points sequentially and 30 basis points year-over-year.
Book value per share reached $36.43 at quarter end.
Capital generation was $16.9 million in Q2, with $26.8 million year-to-date.
Net credit loss rate was 11.9%, improving 50 basis points sequentially and 80 basis points year-over-year.
Net receivables grew by $70 million sequentially and were up 10.5% year-over-year.
Operating expense ratio improved to 13.2%, an all-time best and 60 basis points better year-over-year.
Quarterly revenue reached a record $157 million, up 10% year-over-year.
Regional Management delivered net income of $10.1 million and diluted EPS of $1.03 in Q2 2025, a 20% year-over-year improvement.
Returned $17.6 million to shareholders year-to-date via $11.6 million in stock repurchases and $6.1 million in dividends.
Total originations hit a record $510 million, up 20% year-over-year.