Jun 30, 2024

KKR Q2 2024 Earnings Report

KKR reported record Fee Related Earnings and experienced acceleration across its key operating metrics and financial results.

Key Takeaways

KKR reported a strong quarter with record Fee Related Earnings. The company raised $32 billion of new capital, bringing Assets Under Management to over $600 billion. KKR deployed $23 billion during the quarter, an increase from $10 billion in the previous year. Momentum across the firm remains high, and KKR is confident in its team, model, and growth prospects.

Fee Related Earnings (FRE) were $755 million ($0.84/adj. share), up 25% year-over-year.

Total Operating Earnings (TOE) were $1.0 billion ($1.17/adj. share), up 36% year-over-year.

Adjusted Net Income (ANI) was $972 million ($1.09/adj. share), up 49% year-over-year.

Assets Under Management (AUM) reached $601 billion, up 16% year-over-year.

Total Revenue
$1.73B
Previous year: $1.23B
+40.4%
EPS
$1.09
Previous year: $0.73
+49.3%
Cash and Equivalents
$15.5B
Previous year: $10.3B
+50.8%
Total Assets
$348B
Previous year: $288B
+21.1%

KKR

KKR

Forward Guidance

KKR anticipates Strategic Holdings Operating Earnings to be modest in 2024, with expectations of $300+ million by 2026, $600+ million by 2028, and $1+ billion by 2030.