Dec 31, 2024

KKR Q4 2024 Earnings Report

KKR reported strong growth in fee-related earnings, total operating earnings, and adjusted net income, driven by an improved operating environment.

Key Takeaways

KKR reported strong Q4 2024 results, with key financial metrics including Fee Related Earnings, Total Operating Earnings and Adjusted Net Income all growing significantly year-over-year. The firm raised a substantial amount of capital, invested a record amount on behalf of clients, and generated $1 billion in revenues in its capital markets business for the first time.

Fee Related Earnings (FRE) increased by 25% year-over-year to $843 million.

Total Operating Earnings (TOE) increased by 19% year-over-year to $1.1 billion.

Adjusted Net Income (ANI) increased by 33% year-over-year to $1.2 billion.

Assets Under Management (AUM) reached $638 billion, a 15% increase year-over-year.

Total Revenue
$2.04B
Previous year: $1.63B
+25.1%
EPS
$1.32
Previous year: $1
+32.0%
Management Fees
$906M
Previous year: $785M
+15.5%
Cash and Equivalents
$4.23B
Previous year: $11.5B
-63.2%
Free Cash Flow
$1.06B
Previous year: $2.09B
-49.3%
Total Assets
$106B
Previous year: $317B
-66.4%

KKR

KKR

Forward Guidance

KKR anticipates continued growth in Strategic Holdings Operating Earnings, projecting $350+ million by 2026, $700+ million by 2028, and $1.1+ billion by 2030.