The earnings call reflects a strong financial performance with record fundraising and growth in key segments like infrastructure and private credit. Although there are some concerns about macroeconomic volatility and fee pressures, the positive developments and robust growth indicators provide a mostly optimistic outlook.

Company Guidance

During the GCM Grosvenor Second Quarter 2025 earnings call, the company reported strong growth across various financial metrics, with fee-related earnings, adjusted EBITDA, and adjusted net income increasing by 6%, 9%, and 9% respectively compared to Q2 2024. Year-to-date figures showed even more significant growth, with these metrics up by 14%, 17%, and 19% compared to the first half of 2024. The fee-related earnings margin was 42%, up by 200 basis points from the previous year. Assets under management (AUM) grew to $86 billion, marking a 5% increase from the previous quarter, driven by strong performance and fundraising efforts, especially in private market strategies, which raised $2.4 billion in the quarter, bringing the first half total to $5.3 billion, a 52% increase from the same period last year. The company highlighted a robust fundraising pipeline, particularly in infrastructure and private credit, with infrastructure alone accounting for $1.9 billion of fundraising in the first half. The absolute return strategies also performed well, contributing to a $1 billion gross fund flow for the first half, with net inflows of $400 million in the second quarter. GCM Grosvenor is optimistic about exceeding its 2024 fundraising levels and anticipates strong demand for alternative investments to continue.

Strong Financial Performance

Fee-related earnings, adjusted EBITDA, and adjusted net income were up 6%, 9%, and 9% respectively compared to the same quarter last year. Year-to-date figures show even stronger growth of 14%, 17%, and 19% respectively compared to the first half of 2024.

Record Fundraising

Raised $2.4 billion in the quarter, bringing the first half of the year fundraising to $5.3 billion, a 52% increase from the first half of 2024, marking the highest first-half fundraising total on record.

Infrastructure and Private Credit Growth

Infrastructure accounted for $1.9 billion of fundraising in the first half of the year. Private credit was the highest contributor to quarterly fundraising, benefiting the business through market evolution.

Positive Absolute Return Strategies (ARS) Performance

Multi-strategy composite returned approximately 6% on a gross basis with fee-paying AUM in ARS up 7% year-to-date and 10% over the last 12 months.

Significant Unrealized Carried Interest

Unrealized carried interest at NAV surpassed $900 million this quarter, with $450 million owned by the firm, translating into approximately $2.30 per share.

GCM Grosvenor (GCMG) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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GCMG Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	0.17 / -	0.16	―	―	―
Aug 07, 2025	2025 (Q2)	0.15 / 0.16	0.15	6.67% (+0.01)
May 07, 2025	2025 (Q1)	0.18 / 0.18	0.14	28.57% (+0.04)
Feb 10, 2025	2024 (Q4)	0.23 / 0.27	0.17	58.82% (+0.10)
Nov 08, 2024	2024 (Q3)	0.15 / 0.16	0.15	6.67% (+0.01)
Aug 08, 2024	2024 (Q2)	0.14 / 0.15	0.12	25.00% (+0.03)
May 07, 2024	2024 (Q1)	0.14 / 0.14	0.1	40.00% (+0.04)
Feb 13, 2024	2023 (Q4)	0.17 / 0.17	0.12	41.67% (+0.05)
Nov 08, 2023	2023 (Q3)	0.14 / 0.15	0.141	6.38% (<+0.01)
Aug 09, 2023	2023 (Q2)	0.11 / 0.12	0.117	2.56% (<+0.01)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

GCMG Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$11.77	$12.00	+1.95%
May 07, 2025	$12.52	$12.52	0.00%
Feb 10, 2025	$13.34	$13.84	+3.75%
Nov 08, 2024	$11.83	$11.56	-2.28%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does GCM Grosvenor (GCMG) report earnings?

GCM Grosvenor (GCMG) is schdueled to report earning on Nov 05, 2025, Before Open (Confirmed).

What is GCM Grosvenor (GCMG) earnings time?

GCM Grosvenor (GCMG) earnings time is at Nov 05, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is GCMG EPS forecast?

GCMG EPS forecast for the fiscal quarter 2025 (Q3) is 0.17.

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