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Sep 30, 2024

FS KKR Q3 2024 Earnings Report

FS KKR reported third quarter results, outperforming public guidance with adjusted net investment income of $0.74 per share and originating approximately $1.1 billion of new investments.

Key Takeaways

FS KKR Capital Corp. announced its financial results for the third quarter ended September 30, 2024. The company reported Earnings per Share of $0.57 and adjusted net investment income of $0.74 per share. The board of directors declared a fourth quarter distribution of $0.70 per share.

Net investment income was $0.77 per share.

Adjusted net investment income was $0.74 per share.

Earnings per Share was $0.57.

Net debt to equity ratio was 109%.

Total Revenue
$441M
Previous year: $465M
-5.2%
EPS
$0.74
Previous year: $0.8
-7.5%
Cash and Equivalents
$371M
Previous year: $176M
+110.8%
Free Cash Flow
-$104M
Previous year: $71M
-246.5%
Total Assets
$15.1B
Previous year: $15.4B
-1.5%

FS KKR

FS KKR

Forward Guidance

Management anticipates a measurable increase in M&A activity due to the economy’s strong underpinnings, as they begin focusing on 2025.

Positive Outlook

  • FSK outperformed its public guidance by earning $0.74 per share of Adjusted Net Investment Income.
  • Originated approximately $1.1 billion of new investments
  • Further reduced non-accrual investments.
  • FSK's board of directors declared a distribution for the fourth quarter of $0.70 per share
  • 67% of investments was invested in senior secured securities.

Challenges Ahead

  • Total net realized and unrealized loss of $0.20 per share
  • Net asset value decreased from $23.95 to $23.82 per share
  • Weighted average annual yield on accruing debt investments decreased from 12.3% to 11.9%.
  • Weighted average annual yield on all debt investments decreased from 11.5% to 11.2%.
  • Investments on non-accrual status represented 1.7% of the total investment portfolio at fair value.