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Business Segments · Total Valuation Allowance

Retirement Services — Total Valuation Allowance

Apollo Global Management Retirement Services — Total Valuation Allowance increased by 310.4% to $197M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 310.4%, from $48M to $197M. This increase may warrant attention — for this metric, lower values are generally preferred.

Analysis

StatementSegment
CategoryRisk
SignalLower is better
VolatilityStable
First reportedQ4 2021
Last reportedQ4 2025Feb 25, 2026

How to read this metric

A rising allowance signals uncertainty regarding future profitability or tax capacity, while a falling allowance indicates improved tax outlook.

Detailed definition

A contra-asset account used to reduce the carrying value of deferred tax assets to the amount that is more likely than n...

Peer comparison

Standard 'Valuation Allowance' against deferred tax assets in GAAP financial reporting.

Metric ID: apo_segment_retirement_services_total_valuation_allowance

Historical Data

5 periods
 Q4 '21Q4 '22Q4 '23Q4 '24Q4 '25
Value$0$105M$25M$48M$197M
QoQ Change-76.2%+92.0%+310.4%
YoY Change-76.2%+92.0%+310.4%
Range$0$197M
Avg YoY Growth+108.7%
Median YoY Growth+92.0%
Current Streak2 quarters growth

Frequently Asked Questions

What is Apollo Global Management's retirement services — total valuation allowance?
Apollo Global Management (APO) reported retirement services — total valuation allowance of $197M in Q4 2025.
How has Apollo Global Management's retirement services — total valuation allowance changed year-over-year?
Apollo Global Management's retirement services — total valuation allowance increased by 310.4% year-over-year, from $48M to $197M.
What does retirement services — total valuation allowance mean?
The portion of deferred tax assets that the company does not expect to be able to use.