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Did Ares Capital Beat Earnings?
Ares Capital (ARCC) reported Q2 '26 revenue of $768M, up 32.6% year-over-year, with reported EPS of $0.47. That matched the $0.47 analyst estimate.
AltIndex tracks earnings alongside 25+ alternative data signals that can move ahead of the report — Ares Capital’s job postings, web traffic, and employee business outlook. See the full ARCC stock analysis or the earnings calendar for upcoming reports.
ARCC Earnings Surprise History (EPS vs. Estimate)
| Quarter | Estimated EPS | Reported EPS | Surprise |
|---|---|---|---|
| Q2 '26 | $0.47 | $0.47 | Met +0.0% |
| Q1 '26 | $0.48 | $0.47 | Missed -2.1% |
| Q4 '25 | $0.50 | $0.50 | Beat +0.4% |
| Q3 '25 | $0.50 | $0.50 | Met +0.0% |
| Q2 '25 | $0.51 | $0.50 | Missed -2.0% |
| Q1 '25 | $0.54 | $0.50 | Missed -7.4% |
Ares Capital Quarterly Financial Trends
| Metric | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 613M | 567M | 446M | 579M | 655M | 540M | 349M | 768M |
| Gross margin | 70.5% | 69.3% | 61.4% | 70.3% | 70.2% | 63.7% | 43.3% | 77.5% |
| Operating margin | 66.2% | 65.3% | 55.6% | 65.3% | 65.8% | 59.1% | 35.5% | 75.7% |
| Net income | 394M | 357M | 241M | 361M | 404M | 293M | 92M | 171M |
| Net margin | 64.3% | 63.0% | 54.0% | 62.3% | 61.7% | 54.3% | 26.4% | 22.3% |
| EPS | $0.58 | $0.55 | $0.50 | $0.50 | $0.50 | $0.50 | $0.47 | $0.47 |
Ares Capital Earnings Trend Analysis
Over the eight quarters from Q3 '24 to Q2 '26, Ares Capital’s quarterly revenue moved from $613M to $768M. Net margin compressed from 64.3% to 22.3%, against a 77.5% gross margin in the most recent quarter — a read on whether revenue growth is translating into profit. Ares Capital has beaten Wall Street EPS estimates in 3 of its last 8 reported quarters.
When Is Ares Capital’s Next Earnings Date?
Ares Capital reports earnings on a quarterly schedule. Its most recent report covered Q2 '26. For the confirmed upcoming date — and every other company reporting soon — see the ARCC earnings calendar.
Frequently Asked Questions: Ares Capital Earnings
Ares Capital's next earnings date has not been confirmed yet. See the earnings calendar for all upcoming reports.
Ares Capital reported Q2 '26 EPS of $0.47 on revenue of $768M (+32.6% YoY). Ares Capital reported EPS of $0.47.
Ares Capital reported Q2 '26 revenue of $768M, up 32.6% from the same quarter a year earlier.
Signals like job postings, web traffic, and employee sentiment reflect business activity in real time and can move before quarterly results are reported. AltIndex combines them with 25+ others in the ARCC AI Score.
