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Kennedy-Wilson (KW) investor relations material
Kennedy-Wilson Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Q2 2025 net loss narrowed to $6.4M, or $0.05 per share, from $59.1M loss in Q2 2024, with Adjusted EBITDA up to $147.1M and record AUM of $30B.
Investment management fees rose 39% to $36M in Q2, with TTM fees at $114M and strong YTD growth.
Rental housing and logistics are the core focus, with rental housing at 65% of AUM and plans to grow to 80% in two years.
Asset recycling and non-core sales generated $250M–$275M in Q2, supporting debt reduction and new investments.
Portfolio repositioning and expansion in U.S. and UK multifamily and single-family rental platforms.
Financial highlights
Adjusted EBITDA for Q2 2025 was $147.1M, up from $79.3M in Q2 2024; baseline EBITDA rose 12% to $117M.
GAAP net loss to common shareholders was $6.4M for Q2 2025; adjusted net income was $34.5M.
Q2 2025 revenue was $135.7M, up from $132.0M in Q2 2024.
Asset dispositions in Q2 resulted in $55M of gains on sale.
Investment management fees for Q2 2025 were $36M, up 39% year-over-year.
Outlook and guidance
On track to exceed $4.3B capital deployment for 2025, with $2.6B deployed YTD.
Asset sales expected to surpass $400M target for the year, with proceeds recycled into investment management and debt reduction.
Plans to grow rental housing exposure to 80% of AUM and increase total units to 90,000–100,000 over 3–4 years.
Management expects continued growth in investment management fees and AUM, with robust origination pipelines.
Monitoring macroeconomic risks, including interest rates, inflation, and capital market volatility.
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