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Jun 30, 2022

Ares Capital Q2 2022 Earnings Report

Ares Capital's financial results for Q2 2022 were announced, with a dividend of $0.43 per share declared for Q3 2022.

Key Takeaways

Ares Capital reported a net income of $111 million for Q2 2022, with core EPS at $0.46 and GAAP net income per share at $0.22. The company declared a third quarter dividend of $0.43 per share.

Core EPS was $0.46, reflecting a 10% sequential growth.

GAAP net income per share was $0.22.

A third quarter dividend of $0.43 per share was declared.

New investment commitments totaled $3.1 billion.

Total Revenue
$479M
Previous year: $459M
+4.4%
EPS
$0.46
Previous year: $0.53
-13.2%
Debt/Equity Ratio
1.27
Previous year: 1.16
+9.5%
Cash and Equivalents
$204M
Previous year: $377M
-45.9%
Total Assets
$21.8B
Previous year: $18B
+20.9%

Ares Capital

Ares Capital

Forward Guidance

Ares Capital anticipates increased earnings from higher interest rates and a strong investment portfolio, leading to an increased regular quarterly dividend.

Positive Outlook

  • Expects increasing earnings from higher interest rates.
  • Maintains a strong investment portfolio.
  • Competitive environment has improved.
  • Sees more attractive terms on new transaction opportunities.
  • Balance sheet remains a notable source of strength with ample liquidity and moderate leverage.

Challenges Ahead

  • Market rate increases during the second quarter have yet to fully flow through earnings.
  • Net income can vary substantially from period to period.
  • Quarterly comparisons of net income may not be meaningful.
  • Ares Capital may seek to sell all or a portion of new investment commitments, although there can be no assurance that Ares Capital will be able to do so.
  • The consummation of any of the investments in backlog and pipeline depends upon satisfactory completion of Ares Capital due diligence investigation.