TPG Results Presentation Deck slide image

TPG Results Presentation Deck

Pro Forma GAAP Statements of Operations Expanded ($ in thousands) Pro Forma Revenues Fees and other Capital allocation-based income Total revenues Pro Forma Expenses Compensation and benefits Cash-based compensation and benefits Equity-based compensation Performance allocation compensation Total compensation and benefits General, administrative and other Depreciation and amortization Interest expense Expenses of consolidated TPG Funds and Public SPACs: Interest expense Other Total expenses Pro Forma Investment income Income from investments: Net gains (losses) from investment activities Interest, dividends and other Investment income of consolidated TPG Funds and Public SPACs: Net gains (losses) from investment activities Unrealized gains (losses) on derivative liabilities Interest, dividends and other Total investment income Income before income taxes Income tax expense Net income Less: Net income attributable to redeemable equity in Public SPACs prior to IPO Net income attributable to non-controlling interests in consolidated TPG Funds prior to IPO Net income attributable to other non-controlling interests prior to IPO Net income attributable to TPG Group Holdings prior to IPO Net income attributable to redeemable equity in Public SPACs Net income attributable to non-controlling interests in TPG Operating Group Net income attributable to other non-controlling interests Net income attributable to TPG Inc. subsequent to IPO See notes on the following pages. $ $ 1Q'21 215,885 $ 200,672 $ 995,238 1,979,207 1,211,123 2,179,879 96,212 125,641 601,595 823,448 53,130 1,364 4,919 8,187 891,048 20,070 979 87,600 11 108,660 428,735 17,168 411,567 63,558 301,005 2Q'21 47,004 $ 96,101 125,643 1,244,323 1,466,067 61,166 1,522 5,024 2,879 1,536,658 7,572 5,508 96,723 14 109,817 753,038 27,033 726,005 73,901 567,229 84,875 $ 3Q'21 102,995 125,004 190,279 418,278 68,634 2,251 5,368 285,415 $ 296,739 $ 273,005 $ 236,294 779,091 1,075,830 837,705 1,110,710 521,709 11,658 506,189 200,425 472 7,205 11 208,113 223,633 18,532 205,101 (4,250) 151,128 4Q'21 58,223 $ 144,112 124,319 502,308 770,739 95,660 16,086 4,971 (4,329) 883,127 32,292 (499) 20,294 6,257 58,344 251,047 15,246 235,801 21,922 1Q'22 172,632 41,247 $ 116,359 185,911 3,138 825,408 102,264 8,699 4,638 1,523 942,532 6,643 204 2,657 126 9,630 177,808 15,004 162,804 (517) 966 5,256 1,823 (4,912) 118,904 41,284 $ 2Q'22 115,639 145,140 (298,026) (37,247) 77,671 8,558 4,731 289,955 $ 562,960 $ (398,237) (108,282) 439,468 1,002,428 457 54,170 (99,395) 782 5,823 843 (91,947) (254,399) 8,098 (262,497) 2Q'22 YTD 4,058 (128,869) (127,827) (9,859) $ 231,998 331,051 225,112 788,161 179,935 17,257 9,369 (92,752) 986 8,480 969 (82,317) (76,591) 23,102 (99,693) 2Q'22 LTM (517) 9,309 1,980 996,702 2,386,018 966 5,256 5,881 (133,781) (8,923) 31,425 $ 1,145,114 1,454,853 2,599,967 479,105 580,374 917,699 1,977, 178 344,229 35,594 19,708 139,965 959 35,979 7,237 184,140 398,089 56,880 341,209 (517) 966 5,256 23,553 (133,781) 314,837 130,895 TPG | 35
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