NYSE$BRDG

Bridge Investment Group Holdings Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Reported financial results for the second quarter ended June 30, 2022.

Bridge Investment Group Holdings Inc. reported a strong second quarter, highlighted by record distributable earnings and significant growth in assets under management. The company reported total revenue of $99.0 million and net income of $124.4 million, representing increases of 38% and 50% year-over-year, respectively. Distributable Earnings of Bridge Investment Group Holdings LLC was $54.6 million, or $0.32 per share after-tax.

  • Reported best quarter for distributable earnings in company history, increasing 14% from Q1 2022.
  • Fundraising inflows of $1.5 billion and deployment of $938.2 million.
  • Gross assets under management increased to $42.0 billion and fee earning assets under management increased to $15.5 billion, up 46% and 44% respectively, from a year ago.
  • Completed the final closing of Debt Strategies Fund IV, which raised $2.9 billion in equity commitments.

Headline financials

Total Revenue

$99M

Previous: $72M+37.6%
EPS (adj)

$0.32

Previous: $0.25+28.0%
Fee-Earning AUM

$15.5B

Previous: $10.8B+43.5%
Dry Powder

$3.2B

Previous: $1.7B+88.2%
Capital Raised

$1.5B

Previous: $1.1B+36.4%
Capital Deployed

$938M

Previous: $998M-6.0%
Net Income

$124M

Previous: $77.4M+60.6%
Operating Income

$54.6M

Previous: $15.3M+257.0%
Gross Profit

$42.2M

Previous: $19.9M+112.2%
Cash & Equivalents

$103M

No prior period
Total Assets

$1.04B

No prior period
Stock-Based Comp

$6.55M

No prior period

Revenue & EPS history

Bridge · Revenue · Quarterly

$99M

Q2 2022+37.6%vs Q2 2021
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Revenue by segment

Bridge · $99M total across 8 segments · Q2 2022

  • Fund Management Fees
    $49.4M
  • Property Management & Leasing Fees
    $19.6M
  • Transaction Fees
    $17.6M
  • Fund Administration Fees
    $3.66M
  • Insurance Premiums
    $2.85M
  • Other Asset Management & Property Income
    $2.66M
  • Construction Management Fees
    $2.43M
  • Development Fees
    $793K

Forward guidance

No specific forward guidance was given in the provided text.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 4 quarterly earnings reports

Historical avg

-0.4%

Avg return

Earnings day

-3.7%

Avg return

5 days after

-5.6%

Avg return

30 days after

50%

8 / 16 earnings

Positive

+11.0%

Q3 2021

Best reaction

-16.9%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2025
Q2 2025+0.8%+0.3%
Q4 2024-3.0%-0.9%-5.9%
Q3 2024-8.8%-7.1%-12.9%
Q2 2024+3.4%+5.0%+11.6%
Q1 2024-0.7%+3.2%+4.3%
Q4 2023-16.9%-22.5%-25.4%
Q3 2023+0.2%
Q2 2023-6.0%
Q1 2023+5.3%
Q4 2022+4.1%
Q3 2022-2.9%
Q2 2022+5.8%
Q1 2022-0.5%
Q4 2021+2.8%
Q3 2021+11.0%
Q2 2021-0.5%
Q1 2021
Q4 2020
Q3 2020
Q2 2020
Q1 2020

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