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Extra Everything: The Story of Chipotle
Chipotle's story from a single restaurant to a nationwide chain, through crisis and turnaround, built on one of the strongest models in the industry.
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Record Q4 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2026 TU earnings summary24 Apr, 2026
Executive summary
Achieved a third consecutive quarter of net inflows, with year-end AUM at US$114.6bn, reflecting positive client flows despite asset market and FX headwinds.
Performance fees for Q4 FY26 were £0.4m, up from £0.3m in Q4 FY25; full-year performance fees reached £2.8m, down from £3.2m in FY25.
Average fee rates remained stable compared to the previous quarter.
Full-year earnings expectations remain unchanged amid global macroeconomic and political volatility.
Financial highlights
AUM at 31 March 2026 was US$114.6bn, down from US$115.9bn at 31 December 2025.
Net inflows for the quarter totaled US$1.4bn, offset by negative asset and FX movements.
Performance fees for the year were £2.8m, compared to £3.2m in the prior year.
Outlook and guidance
Earnings expectations for the full year remain unchanged despite challenging market conditions.
Results for the 12 months ended 31 March 2026 will be announced on 19 June 2026.
Breakdown of the $1.3bn FX and scaling impact
Macro volatility impact on performance fees
Discuss sustainability of average fee rates
Partial view of Summaries dataset, powered by Quartr API
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Latest events from Record
- Record AUM of $102.2bn, stable profits, higher dividends, and a strategic IT refocus.REC
H2 20243 Feb 2026 - Record AUM of $106bn, higher profit, and a €1.1bn fund launch highlight strong growth.RECH1 20253 Feb 2026
- AUM reached $102.7bn with strong performance fees and stable fee rates in Q1-2025.RECQ1 2025 TU3 Feb 2026
- AUM reached US$106.0bn, with growth led by FX gains and stable fee rates.RECQ2 2025 TU3 Feb 2026
- Performance fees surged and AUM hit $100.5bn, with revenue set to surpass expectations.RECQ3 2025 TU3 Feb 2026
- AUM reached $100.9 billion, with strong risk management amid volatile currency markets.RECQ4 2025 TU3 Feb 2026
- Record AUM of $115.9bn and strong inflows drive higher Q3 performance fees.RECQ3 2026 TU23 Jan 2026
- AUM held above $100bn, EPS up 4%, and Private Markets pipeline supports future growth.RECH2 202516 Nov 2025
- Record $110.3bn AUM, lower profits, but Private Markets and Solutions drive future growth.RECH1 202613 Nov 2025
Next Record earnings date
H2 202619 Jun, 2026
Record
Next Record earnings date
H2 202619 Jun, 2026
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Amina0781App Store
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@theshortbearx.com
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