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Mar 31

TPG Q1 2025 Earnings Report

TPG reported its Q1 2025 earnings, showing higher revenues and net income driven by strong capital formation and fee-related earnings.

Key Takeaways

TPG delivered strong Q1 2025 results with increased revenue and net income, reflecting robust fundraising activity and expansion in fee-generating AUM.

Revenue rose to $334 million, up from $312 million in Q1 2024.

Net income increased to $54 million, a notable rise compared to $12 million in the prior year quarter.

TPG raised $13.4 billion of capital during the quarter, contributing to record fee-earning AUM.

Declared a quarterly dividend of $0.41 per share.

Total Revenue
$334M
Previous year: $825M
-59.5%
EPS
$0.44
Previous year: $0.49
-10.2%
Assets Under Management
$224B
Previous year: $139B
+61.2%
Fee-Earning AUM
$137B
Previous year: $112B
+22.3%
Capital Raised
$13.4B

TPG

TPG

TPG Revenue by Segment

TPG Revenue by Geographic Location

Forward Guidance

TPG expects continued momentum in fundraising and capital deployment with focus on scaling fee-earning assets and enhancing operating leverage.

Positive Outlook

  • Strong pipeline for new capital formation.
  • Expected scaling of fee-earning AUM.
  • Growth in operating margins anticipated.
  • Continued expansion of investment platforms.
  • Steady dividend supported by earnings growth.

Challenges Ahead

  • Market volatility may affect fundraising pace.
  • Increased competition in private equity space.
  • Higher interest rates could impact deal flow.
  • Geopolitical uncertainty remains a concern.
  • Potential for delayed capital deployment.