Reported Q: Q2 2024 Rev YoY: +74.4% EPS YoY: +650.0% Move: -0.96%
Oaktree Capital Group LLC
OAK-PA
$20.70 -0.96%
Exchange NYSE Sector Financial Services Industry Asset Management
Q2 2024
Published: Aug 14, 2024

Company Status Snapshot

Fast view of the latest quarter outcome for OAK-PA

Reported

Report Date

Aug 14, 2024

Quarter Q2 2024

Revenue

59.03M

YoY: +74.4%

EPS

0.33

YoY: +650.0%

Market Move

-0.96%

Previous quarter: Q1 2024

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Earnings Highlights

  • Revenue of $59.03M up 74.4% year-over-year
  • EPS of $0.33 increased by 650% from previous year
  • Gross margin of 66.2%
  • Net income of 44.80M
  • "" -
OAK-PA
Company OAK-PA

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Executive Summary

- QQ2 2024 revenue of $59.0 million, with gross profit of $39.1 million and a robust gross margin of 66.2%, reflecting a fee-based business with favorable product mix. Despite a negative operating income of $4.68 million, the quarter delivered EBITDA of $13.29 million and a pre-tax income of $139.60 million, underscored by substantial non-operating income (total other income/expenses net) of $144.28 million.
- Net income of $44.80 million and basic EPS of $0.33 were significantly influenced by non-operating items, resulting in an outsized net margin (reported net income as a percentage of revenue) that obscures the core operating profitability. The reported net margin of 75.9% is dominated by non-operating activity rather than operating efficiency.
- Cash flow and balance-sheet resilience are notable: operating cash flow was $135.58 million, free cash flow was $135.58 million, and cash at period-end stood at $495.44 million. Net debt stood at approximately $1.97 billion with a debt/capitalization metric around 0.52, suggesting a solid liquidity position to fund growth or capital returns. However, operating profitability remains tethered to non-operating gains rather than core earnings.
- The quarter underscores a bifurcated profile: strong quarterly cash generation and net income on a reported basis, but a weak-to-negative operating performance suggests upside hinges on sustainable operating margins, stable fee-related revenues, and growth in assets under management (AUM). Investors should monitor whether the non-operating income is recurring or a one-off revenue driver, and how the business sustains organic growth and fee-related earnings going forward.

Key Performance Indicators

Revenue
Increasing
59.03M
QoQ: -16.97% | YoY: 74.35%
Gross Profit
Increasing
39.09M
66.23% margin
QoQ: 61.58% | YoY: 76.40%
Operating Income
Increasing
-4.68M
QoQ: -103.24% | YoY: 79.26%
Net Income
Increasing
44.80M
QoQ: -46.42% | YoY: 8 969.43%
EPS
Increasing
0.33
QoQ: -52.86% | YoY: 650.00%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q1 2025 218.02 -0.10 +206.7% View
Q4 2024 257.60 1.07 +20.8% View
Q3 2024 140.32 0.33 +830.1% View
Q2 2024 59.03 0.33 +74.4% View
Q1 2024 71.09 0.70 -22.9% View