StepStone Group Inc
STEP
$62.85 0.71%
Exchange: NASDAQ | Sector: Financial Services | Industry: Asset Management
Q2 2025
Published: Nov 7, 2024

Earnings Highlights

  • Revenue of $271.68M up 41.9% year-over-year
  • EPS of $0.26 decreased by 38.1% from previous year
  • Gross margin of 37.2%
  • Net income of 17.63M
  • ""We generated fee-related earnings of $72.3 million, up 65% from the prior year quarter and we generated an FRE margin of 39%. The quarter reflected retroactive fees..."" - Seth Weiss
STEP
Company STEP

Executive Summary

StepStone Group (STEP) reported a strong QQ2 2025 despite a generally slower realizations environment in private markets. GAAP net income of $53.1 million and adjusted earnings per share of $0.45 signaling solid profitability alongside a record level of fee-related earnings (FRE) of $72.3 million, representing a 65% year-over-year increase and a FRE margin of 39%. Excluding retroactive fees, core FRE margins were 34%, marking the best quarterly/core margin levels across recent periods. The quarter underscored durable growth in fee-earning AUM, with fee-earning assets rising by $4.0 billion sequentially to $134 billion and undeployed fee-earning capital (UFEC) near $30 billion. The company continues to leverage scale across its asset classes, particularly private wealth, private equity secondaries, and evergreen funds, to drive operating leverage and margin expansion even as it deploys capital over multi-year horizons.

Key Performance Indicators

Revenue
Increasing
271.68M
QoQ: 45.75% | YoY: 41.93%
Gross Profit
Increasing
101.04M
37.19% margin
QoQ: -5.87% | YoY: 2.33%
Operating Income
Decreasing
50.98M
QoQ: 8.12% | YoY: -16.56%
Net Income
Decreasing
17.63M
QoQ: 32.29% | YoY: -32.77%
EPS
Decreasing
0.26
QoQ: 30.00% | YoY: -38.10%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q1 2026 366.30 -0.49 +96.5% View
Q4 2025 0.00 -0.24 +0.0% View
Q3 2025 339.02 -2.61 +2.0% View
Q2 2025 271.68 0.26 +41.9% View
Q1 2025 186.40 0.20 +4.7% View