KKR & Co. Inc. (KKR) Q3 2024 Earnings Call Transcript Summary
KKR & Co. Inc. (KKR) Q3 2024 Earnings Call Transcript Summary
The following is a summary of the KKR & Co. Inc. (KKR) Q3 2024 Earnings Call Transcript:
以下是KKR公司(KKR)2024年第三季度業績會議記錄摘要:
Financial Performance:
金融業績:
Fee-related earnings (FRE) exceeded $1 billion for the first time in Q3, reaching $1.12 per share, a 32% increase from the previous quarter.
Adjusted Net Income (ANI) per share was $1.38, marking a 57% year-over-year increase and representing the second highest quarterly figure in KKR's history.
Total operating earnings were $1.47 per share in Q3, a record quarter and an increase of 25% from the previous quarter.
Investment performance remains strong, with notable increases in gross unrealized carried interest, which rose by 11% from the previous quarter and 42% year-over-year.
Raised $87 billion of new capital year-to-date, more than double the amount from the same period in 2023.
Deployed $61 billion year-to-date, more than double the investment activity reported over the first 9 months of 2023.
第三季度費相關收益(FRE)首次超過10億美元,達到每股1.12美元,比上一季度增長32%。
調整後淨利潤(ANI)每股爲1.38美元,同比增長57%,是KKR歷史上第二高的季度數字。
第三季度總營運收益爲每股1.47美元,創下歷史新高,比上一季度增長25%。
投資績效持續強勁,毛未實現攜帶利息顯著增加,較上一季度增長11%,同比增長42%。
截至目前,新資本籌集870億美元,是2023年同期數額的兩倍多。
截至目前,資金已投放610億美元,超過了2023年前9個月的投資活動金額的兩倍。
Business Progress:
業務進展:
KKR has been actively expanding its infrastructure and credit market footprints, with significant achievements in fundraising, deployment, and capital market activities.
KKR一直積極擴大其基礎設施和信貸市場版圖,在籌集資金、部署和資本市場活動方面取得了重大成就。
Opportunities:
機會:
KKR sees a significant long-term opportunity for growth, particularly in climate strategies, wealth management, and entering the 401k market.
Opportunities in Japan and other parts of Asia were highlighted, underlining KKR's strength and confidence in these markets.
KKR看到了在氣候戰略、财富管理以及進入40.1萬市場等方面的巨大長期增長機會。
日本和亞洲其他地區的機遇受到強調,突顯了KKR對這些市場的實力和信心。
Risks:
風險:
The trajectory of net dividends from strategic holdings and the dependability of capital market conditions are areas with potential risks impacting expected earnings forecasts.
戰略持股的淨分紅趨勢和資本市場狀況的可靠性是潛在風險影響預期盈利預測的領域。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。
譯文內容由第三人軟體翻譯。