Together, Burford and Kindleworth offer an unmatched combination of industry insight to create new opportunities for lawyers and support innovative law firm models. The partnership will also create opportunities for Burford to invest capital in support of Kindleworth-backed firms. Accessibility StatementSkip Navigation The partnership combines Burford's global reach with Kindleworth's services to support lawyers in establishing and scaling successful practices NEW YORK, Sept. 9, 2025 /PRNewswire/ -- Burfor ...

Financial Data and Key Metrics Changes - The company reported a significant increase in total revenues year to date, reaching $280 million compared to $168 million in the same period last year, marking a substantial growth [17] - Net income rose to approximately $120 million, up from $24 million, resulting in earnings per share of $0.53, which is nearly five times higher than the same period last year [17][18] - New definitive commitments increased by 71% year to date compared to the previous year, with the second quarter being the strongest in recent years [6][25] Business Line Data and Key Metrics Changes - In the Principal Finance segment, the fair value of the portfolio reached $3.8 billion, with unfunded undrawn commitments of $1.7 billion to $1.8 billion [19] - The Asset Management segment reported income of $21 million year to date, showing improvement compared to the same period last year [43] Market Data and Key Metrics Changes - The company has a diverse geographical exposure, with 51% of assets in North America, 26% in EMEA, and 20% globally [20] - The asset types are also diverse, including 20% in antitrust, 20% in intellectual property, and 18% in arbitration [20] Company Strategy and Development Direction - The company is focused on expanding its global footprint and has recently added personnel in Korea and Spain to enhance its market presence [92] - There is an ongoing review of opportunities in law firm equity stakes and legal tech, with small amounts of capital already deployed in these sectors [93] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the strong demand for capital in the market and the company's ability to make substantial commitments [6] - The YPF case is progressing, with a tentative oral argument date set for October, indicating forward momentum [12][54] Other Important Information - The company successfully raised $500 million in a new issuance, demonstrating strong market support and a favorable cost of capital compared to competitors [10][11] - The weighted average cost of debt remains stable at 7.4%, with a maturity schedule extended to 5.2 years [49] Q&A Session Summary Question: Timing for the Second Circuit to hear the appeal for Argentina regarding YPF shares - Management indicated that the Second Circuit is expected to decide on the stay order quickly, but the timeline for the appeal itself is uncertain and could take months [57][60] Question: Contribution of other cases to fair value gains - Management noted that while YPF is significant, there are multiple cases contributing to fair value gains, with six realizations exceeding $10 million this year [68] Question: Asset management income lower than expected - Management explained that historical funds need to hit hurdles for income recognition, impacting the asset management income for the quarter [78] Question: Growth opportunities in specific industries or geographies - Management highlighted a broad and diversified pipeline, with ongoing expansion in various markets, including recent additions in Korea and Spain [92] Question: Evaluation of AI-related cases - Management stated that the company is well-positioned to engage in technology-related litigation, including issues arising from AI, while focusing on large, complex commercial cases [100]

Financial Data and Key Metrics Changes - Total revenues increased significantly year to date, reaching $280 million compared to $168 million in the same period last year, with net income rising to approximately $120 million from $24 million, resulting in earnings per share of $0.53, nearly five times higher than the same period last year [17][41] - New definitive commitments for the year to date increased by 71% compared to the same period in 2024, with the second quarter alone contributing $361 million, marking the largest quarter in the last nine [7][26] - Cash receipts year to date totaled $306 million, a substantial increase from $245 million in the same period last year [42] Business Line Data and Key Metrics Changes - The Principal Finance segment reported a fair value of $3.8 billion with unfunded undrawn commitments of approximately $1.7 billion to $1.8 billion, showing significant growth since 2020 [19] - The Asset Management segment generated income of $21 million year to date, reflecting a favorable comparison to the same point last year [41] Market Data and Key Metrics Changes - The company has a diverse geographical exposure, with 51% of assets in North America, 26% in EMEA, and 20% globally, indicating a broad market presence [20] - The asset portfolio is diversified across various sectors, including antitrust, intellectual property, and arbitration, demonstrating a well-rounded investment strategy [20] Company Strategy and Development Direction - The company aims to continue expanding its global footprint and has recently added personnel in Korea and Spain to enhance its market presence [91] - There is a focus on growing the portfolio through new definitive commitments and maintaining a strong capital position to support future investments [52][48] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the strong demand for capital in the market and the successful raising of $500 million in new debt, highlighting the company's competitive advantage in accessing capital [11][54] - The YPF case is progressing, with a tentative oral argument date set for October, indicating forward momentum despite the complexities of litigation [12][53] Other Important Information - The company reported a significant increase in cash and liquidity, with $440 million in cash at the end of the quarter, excluding recent debt issuance [42] - Management noted that expenses have increased due to variable noncash drivers related to compensation, but overall expenses remain stable compared to previous periods [44][46] Q&A Session Summary Question: Update on YPF case timing - Management explained the two-part procedure regarding the appeal and stay order, indicating that the Second Circuit is expected to decide on the stay order quickly, but the timeline for the appeal remains uncertain [56][60] Question: Contribution of other cases to fair value gains - Management stated that fair value gains were not solely from YPF, with multiple cases contributing to the overall performance, although specific details on individual cases were not disclosed [64][66] Question: Growth opportunities in specific industries or geographies - Management highlighted a broad and diversified pipeline, with ongoing expansion in various markets, including recent additions in Korea and Spain [88][91] Question: Future opportunities in legal tech and law firm equity - The company is actively reviewing potential opportunities in legal tech and law firm equity, with small amounts of capital already deployed in these sectors [88][91] Question: Economics of adjudication versus settlement - Management clarified that clients may accept lower settlements to eliminate the risk of trial, which explains the difference in economics between adjudication and settlement outcomes [94]

Burford Capital Second Quarter 2025 Financial Results August 7, 2025 This presentation is for the use of Burford's public shareholders and is not an offering of any Burford private fund. Notice & disclaimer This presentation (this "Presentation") provides certain information to facilitate review and understanding of the business, financial condition and results of operations of Burford Capital Limited (together with its subsidiaries, the "Company", "Burford", "we", "our" or "us") as of and for the three and ...

Table of contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q _________________________ (Mark one) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-39511 _________________________ BURFORD CAPITAL LIMITED (Exact name of registrant as ...

Burford Burford Capital Second Quarter 2025 Financial Results August 7, 2025 This presentation is for the use of Burford's public shareholders and is not an offering of any Burford private fund. Notice & disclaimer This presentation (this "Presentation") provides certain information to facilitate review and understanding of the business, financial condition and results of operations of Burford Capital Limited (together with its subsidiaries, the "Company", "Burford", " we", " our" or " us") as of and for th ...

Burford Capital is the leading global finance and asset management firm focused on law. Its businesses include litigation finance and risk management, asset recovery and a wide range of legal finance and advisory activities. Burford is publicly traded on the New York Stock Exchange (NYSE: BUR) and the London Stock Exchange (LSE: BUR) and works with companies and law firms around the world from its global network of offices. NEW YORK, Aug. 7, 2025 /PRNewswire/ -- Burford Capital Limited ("Burford"), the lead ...

Burford Capital Limited (BUR) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The earnings report, which is expected to be released on August 7, might help the stock move higher if these key numbers are better tha ...

NEW YORK, July 24, 2025 /PRNewswire/ -- Burford Capital Limited ("Burford"), the leading global finance and asset management firm focused on law, today announces that it will release its financial results for the three and six months ended June 30, 2025 ("2Q25") on Thursday, August 7, 2025, at 8.00am EDT / 1.00pm BST. Burford will hold a conference call for investors and analysts at 9.00am EDT / 2.00pm BST on Thursday, August 7, 2025. For swift access to the conference call at the time of the event, pre-reg ...

This press release does not constitute an offer to sell or the solicitation of an offer to buy any ordinary shares or other securities of Burford. This press release does not constitute an offer of any Burford private fund. Burford Capital Investment Management LLC, which acts as the fund manager of all Burford private funds, is registered as an investment adviser with the US Securities and Exchange Commission. The information provided in this press release is for informational purposes only. Past performan ...