The earnings call highlighted significant achievements in capital deployment, asset management growth, and expansion in the rental housing sector. Despite a GAAP EPS loss and minor setbacks in the European office portfolio, the overall performance and strategic advancements depict a positive trajectory for the company.

Company Guidance

During the Kennedy-Wilson Second Quarter 2025 Earnings Call, the company reported strong performance metrics, surpassing their business plan expectations. They deployed or committed $1.7 billion of new capital in Q2, bringing total capital deployment to $2.6 billion for the first half of 2025, with a goal to exceed the $4.3 billion deployed in 2024. Noncore asset sales generated $250 million in cash proceeds, exceeding their $200 million target, and $170 million was used to reduce their unsecured line of credit. Assets under management reached a record $30 billion, a 70% increase since early 2021. Their stabilized investments generated $1.6 billion in revenue and $1.3 billion in stabilized NOI, with Kennedy-Wilson holding a 37% ownership interest in these assets. The rental housing sector, comprising 65% of their assets, is expected to grow to over 80% of AUM in the next two years. The company originated $1.3 billion in new rental housing construction loans, marking their second largest quarter in originations. Additionally, they acquired four multifamily communities totaling 1,200 units for $387 million. Their investment management fees grew by 39% in Q2 to a quarterly record of $36 million, with fee-bearing capital reaching $9.2 billion, a record level. The company plans to continue recycling capital into higher return investment opportunities and aims to reach $400 million in asset sales by year-end, having already generated $275 million. They anticipate robust rental growth due to a persistent housing shortage and declining new starts, with 40,000 apartment units positioned to benefit from favorable supply-demand dynamics.

Record Capital Deployment

Deployed or committed $1.7 billion of new capital in Q2, driving total capital deployment to $2.6 billion for the first half of 2025. On track to exceed the $4.3 billion deployed in 2024.

Asset Management Growth

Assets under management grew to a record $30 billion, a 70% increase since the beginning of 2021. Fee-bearing capital reached a record $9.2 billion, with investment management fees up 39% in Q2.

Non-Core Asset Sales Success

Successfully executed over $600 million in non-core asset sales, generating $250 million in cash proceeds, exceeding the $200 million target.

Rental Housing Expansion

Focus remains on rental housing, representing 65% of assets under management. Acquisition of 4 communities totaling 1,200 units for $387 million and $1.3 billion in new rental housing construction loans originated.

Improved Financial Metrics

Baseline EBITDA for Q2 increased by 12% year-over-year to $117 million. Adjusted EBITDA totaled $147 million, up from $79 million in Q2 of last year.

Kennedy-Wilson (KW) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

KW Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	- / -	-0.56	―	―	―
Aug 06, 2025	2025 (Q2)	-0.11 / -0.05	-0.43	88.37% (+0.38)
May 07, 2025	2025 (Q1)	-0.19 / -0.30	0.19	-257.89% (-0.49)
Feb 26, 2025	2024 (Q4)	-0.32 / 0.24	-1.78	113.48% (+2.02)
Nov 06, 2024	2024 (Q3)	-0.41 / -0.56	-0.66	15.15% (+0.10)
Aug 07, 2024	2024 (Q2)	-0.55 / -0.43	0.28	-253.57% (-0.71)
May 08, 2024	2024 (Q1)	-0.72 / 0.19	-0.3	163.33% (+0.49)	―
Feb 21, 2024	2023 (Q4)	-0.31 / -1.78	0.16	-1212.50% (-1.94)
Nov 01, 2023	2023 (Q3)	0.08 / -0.66	0.12	-650.00% (-0.78)
Aug 02, 2023	2023 (Q2)	0.04 / 0.28	-0.07	500.00% (+0.35)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

KW Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$7.26	$7.46	+2.75%
May 07, 2025	$6.50	$6.04	-7.08%
Feb 26, 2025	$8.89	$9.27	+4.27%
Nov 06, 2024	$11.12	$10.77	-3.15%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Kennedy-Wilson Holdings Inc. (KW) report earnings?

Kennedy-Wilson Holdings Inc. (KW) is schdueled to report earning on Oct 29, 2025, After Close (Confirmed).

What is Kennedy-Wilson Holdings Inc. (KW) earnings time?

Kennedy-Wilson Holdings Inc. (KW) earnings time is at Oct 29, 2025, After Close (Confirmed).

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