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Jun 30, 2025
KKR Q2 2025 Earnings Report
KKR reported solid financial results in Q2 2025 with growth across key metrics and expansion in its life sciences platform.
Key Takeaways
KKR delivered strong Q2 2025 results with growth in Fee Related Earnings and Adjusted Net Income, boosted by robust fundraising and the strategic acquisition of HealthCare Royalty Partners. Asset Management segment revenues reached $1.86B, supported by $28B in new capital raised.
Adjusted Net Income reached $1.063B with $1.18 per adjusted share
Asset Management segment revenue totaled $1.86B
Fee Related Earnings rose to $887M in the quarter
KKR closed a $3B+ life sciences deal post-quarter with HealthCare Royalty Partners
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
KKR anticipates continued growth in asset management and insurance operations, with strong capital raising momentum and potential uplift from strategic holdings.
Positive Outlook
- Full consolidation of Global Atlantic enhancing earnings base
- HealthCare Royalty Partners deal expands life sciences exposure
- Strong pipeline of fundraising across private equity and infrastructure
- Growing perpetual capital base improves earnings stability
- Strategic Holdings expected to grow earnings to $1.1B by 2030
Challenges Ahead
- Insurance revenue volatility due to runoff of older business
- Unrealized investment gains/losses may introduce quarter-to-quarter noise
- Equity-based compensation impacts GAAP profitability
- Exposure to market cycles through credit strategies
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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