KKR 報告出色的第三季業績

KKR & Co. Inc. 公佈了 2024 年第三季的強勁業績，顯示營運環境已恢復到更正常化的狀態。

Private equity giant KKR & Co. Inc. (NYSE:KKR) has reported a stellar performance for the third quarter of 2024, with Adjusted Net Income (ANI) growing by over 50% year-over-year. The company also achieved record Fee Related Earnings (FRE) and Total Operating Earnings (TOE).

私募股權巨頭 KKR & Co. Inc.（NYSE：KKR）公佈 2024 年第三季業績出色，調整後淨利 (ANI) 年增超過 50%。該公司還實現了創紀錄的費用相關收益 (FRE) 和總營運收益 (TOE)。

Here's a summary of KKR's key financial results for Q3 2024:

以下是 KKR 2024 年第三季主要財務業績摘要：

> Total revenues reached $4.79 billion, up significantly from $3.32 billion in the same quarter last year, driven by substantial increases in both the Asset Management and Strategic Holdings segments, as well as the Insurance segment.

> 在資產管理和策略控股部門以及保險部門大幅成長的推動下，總收入達到 47.9 億美元，較去年同期的 33.2 億美元大幅成長。

> GAAP Net Income attributable to common stockholders was $0.7 billion for the quarter, contributing to a year-to-date total of $2.0 billion.

> 本季歸屬於普通股股東的 GAAP 淨利為 7 億美元，年初至今淨利總額為 20 億美元。

> Record achievements were seen in FRE and TOE, with FRE hitting $1.0 billion, up 79% year-over-year, and TOE reaching $1.3 billion, up 71% from the previous year.

> FRE和TOE取得了創紀錄的成績，其中FRE達到10億美元，年增79%，TOE達到13億美元，年增71%。

> Assets under management (AUM) grew to $624 billion, an 18% year-over-year increase, while Fee Paying AUM (FPAUM) rose to $506 billion, up 19%.

> 管理資產規模 (AUM) 增至 6,240 億美元，年增 18%，而付費資產管理規模 (FPAUM) 增至 5,060 億美元，年增 19%。

> KKR reported EPS of $1.38 on an adjusted basis, surpassing the anticipated EPS of $1.21.

> KKR 報告調整後每股收益為 1.38 美元，超過預期每股收益 1.21 美元。

KKR's performance this quarter exceeded market expectations, particularly in terms of revenue. Analysts had anticipated earnings per share (EPS) of $1.21 and revenue of $4.86 billion. However, the company delivered an EPS of $1.38 on an adjusted basis, while the reported revenue was $4.79 billion.

KKR 本季的業績超出了市場預期，尤其是在營收方面。分析師此前預計每股盈餘 (EPS) 為 1.21 美元，營收為 48.6 億美元。然而，該公司調整後的每股收益為 1.38 美元，而報告的收入為 47.9 億美元。

The Asset Management segment was a key driver of this outperformance, with segment earnings rising to $1.63 billion from $1.07 billion in the prior year. This growth was fueled by increased management fees and transaction and monitoring fees. Additionally, the Insurance segment's operating earnings rose to $307.5 million, benefiting from portfolio optimization and asset rotation.

資產管理部門是這項優異表現的關鍵驅動力，部門獲利從上一年的 10.7 億美元增加到 16.3 億美元。這一增長是由管理費以及交易和監控費增加所推動的。此外，受益於投資組合優化和資產輪換，保險部門的營業利潤升至 3.075 億美元。

KKR's ability to exceed expectations can be attributed to its strategic investments and growth in perpetual capital, which now represents 42% of AUM. The company's focus on generating fee-related earnings and expanding its asset management capabilities is also driving its growth momentum.

KKR 超出預期的能力可歸因於其策略性投資和永續資本的成長，目前永續資本佔 AUM 的 42%。該公司專注於產生費用相關收入和擴大資產管理能力也推動了其成長動力。

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KKR's Guidance:

KKR 的指導：

KKR has provided optimistic guidance for its future performance, driven by its strong third-quarter results and strategic initiatives. Here are some highlights of the company's guidance:

在強勁的第三季業績和策略舉措的推動下，KKR 為其未來業績提供了樂觀的指引。以下是該公司指導的一些要點：

> The company anticipates continued growth in its Fee Related Earnings and Total Operating Earnings, supported by a robust pipeline of investment opportunities and capital deployment.

> 公司預計，在強勁的投資機會和資本部署管道的支持下，其費用相關收益和總營運收益將持續成長。

> KKR's management expressed confidence in the firm's ability to sustain its growth momentum, highlighting plans to further expand its asset management capabilities and leverage its strategic holdings.

> KKR 管理層對公司維持成長勢頭的能力表示信心，強調了進一步擴大其資產管理能力並利用其戰略控股的計劃。

> The company expects its Strategic Holdings Operating Earnings to be modest in 2024 but projects significant growth, reaching $300+ million by 2026 and $1+ billion by 2030.

> 該公司預計 2024 年其戰略控股營運收益將不大，但預計將大幅增長，到 2026 年將達到 3 億美元以上，到 2030 年將達到 1 億美元以上。

> The firm has declared a regular dividend of $0.175 per share for the quarter, reflecting its commitment to returning value to shareholders. KKR's board of directors will continue to evaluate future dividend policies based on the company's financial performance and strategic priorities.

> 該公司宣布本季定期股息為每股 0.175 美元，反映了其對股東回報價值的承諾。 KKR 董事會將繼續根據公司的財務表現和策略重點評估未來的股利政策。