Sep 30, 2022

KKR Q3 2022 Earnings Report

KKR's business model demonstrated strength and resiliency, with AUM more than doubling over the last two years and Real Assets AUM more than tripling.

Key Takeaways

KKR reported a GAAP Net Income loss attributable to KKR Common Stockholders of $(91.6) million for the quarter. However, AUM increased to $496 billion, up 8% year-over-year, and the company remains optimistic due to $113 billion of dry powder.

Fee Related Earnings (“FRE”) of $542 million ($0.61/adj. share) in the quarter, up 2% year-over-year

After-tax Distributable Earnings (“DE”) of $824 million ($0.93/adj. share) in the quarter, down 11% year-over-year

Assets Under Management (“AUM”) of $496 billion, up 8% year-over-year

Fee Paying Assets Under Management (“FPAUM”) of $398 billion, up 14% year- over-year

Total Revenue
$1.67B
Previous year: $1.7B
-1.6%
EPS
$0.93
Previous year: $1.05
-11.4%
Cash and Equivalents
$6.91B
Total Assets
$266B

KKR

KKR

Forward Guidance

The report does not contain specific forward guidance, but it expresses optimism about future investment opportunities given market dislocations and substantial dry powder.