KKR 报告出色的第三季度业绩

KKR & Co. Inc. 公布了 2024 年第三季度的强劲业绩，表明运营环境已恢复到更加正常化的状态。

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).

私募股权巨头 KKR & Co. Inc.（纽约证券交易所代码：KKR）公布 2024 年第三季度业绩出色，调整后净利润 (ANI) 同比增长超过 50%。该公司还实现了创纪录的费用相关收益 (FRE) 和总运营收益 (TOE)。

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

以下是 KKR 2024 年第三季度主要财务业绩摘要：

> 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.

> 在资产管理和战略控股部门以及保险部门大幅增长的推动下，总收入达到 47.9 亿美元，较去年同期的 33.2 亿美元大幅增长。

> 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.

> 本季度归属于普通股股东的 GAAP 净利润为 7 亿美元，年初至今净利润总额为 20 亿美元。

> 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取得了创纪录的成绩，其中FRE达到10亿美元，同比增长79%，TOE达到13亿美元，同比增长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%.

> 管理资产规模 (AUM) 增至 6,240 亿美元，同比增长 18%，而付费资产管理规模 (FPAUM) 增至 5,060 亿美元，同比增长 19%。

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

> KKR 报告调整后每股收益为 1.38 美元，超过预期每股收益 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 本季度的业绩超出了市场预期，尤其是在营收方面。分析师此前预计每股收益 (EPS) 为 1.21 美元，营收为 48.6 亿美元。然而，该公司调整后的每股收益为 1.38 美元，而报告的收入为 47.9 亿美元。

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.

资产管理部门是这一优异表现的关键驱动力，部门盈利从上一年的 10.7 亿美元增至 16.3 亿美元。这一增长是由管理费以及交易和监控费增加推动的。此外，受益于投资组合优化和资产轮换，保险部门的营业利润升至 3.075 亿美元。

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 超出预期的能力可归因于其战略投资和永续资本的增长，目前永续资本占 AUM 的 42%。该公司专注于产生费用相关收入和扩大资产管理能力也推动了其增长动力。

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KKR's Guidance:

KKR 的指导：

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:

在强劲的第三季度业绩和战略举措的推动下，KKR 为其未来业绩提供了乐观的指引。以下是该公司指导的一些要点：

> 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.

> 公司预计，在强劲的投资机会和资本部署渠道的支持下，其费用相关收益和总运营收益将持续增长。

> 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 管理层对公司维持增长势头的能力表示信心，强调了进一步扩大其资产管理能力并利用其战略控股的计划。

> 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.

> 该公司预计 2024 年其战略控股运营收益将不大，但预计将大幅增长，到 2026 年将达到 3 亿美元以上，到 2030 年将达到 1 亿美元以上。

> 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.

> 该公司宣布本季度定期股息为每股 0.175 美元，反映了其为股东回报价值的承诺。 KKR 董事会将继续根据公司的财务业绩和战略重点评估未来的股息政策。