KKR & Co. Inc.: EPS $1.78 vs $1.58 expected
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 1.78 | 1.58 | +12.7% | 1.41 |
| Revenue (USD bn) | — | — | — | — |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Nov 9, 2026 | Q3 FY2026 | 1.78 | 1.58 | +12.7% | — | — | — |
| Jul 30, 2026 | Q2 FY2026 | 1.63 | 1.43 | +14.0% | 2.76 | 2.55 | +8.4% |
| May 5, 2026 | Q1 FY2026 | 1.39 | 1.26 | +10.3% | 2.35 | 2.18 | +7.6% |
| Feb 5, 2026 | Q4 FY2025 | 1.12 | 1.14 | −1.8% | 1.64 | 1.82 | −10.2% |
| Nov 7, 2025 | Q3 FY2025 | 1.41 | 1.30 | +8.5% | — | — | — |
| Jul 31, 2025 | Q2 FY2025 | 1.18 | 1.14 | +3.5% | — | — | — |
| May 1, 2025 | Q1 FY2025 | 1.15 | 1.13 | +1.8% | 3.05 | 1.71 | — |
| Feb 4, 2025 | Q4 FY2024 | 1.32 | 1.30 | +1.5% | 3.20 | 1.99 | — |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
KKR & Co. Inc. results: EPS $1.78 vs $1.58 expected. The results cover the company's Q3 FY2026. EPS came in above analysts' estimate by 12.7%. Revenue figures are not available yet.
EPS was up 26.2% from $1.41 a year earlier. On its record, EPS topped analysts' estimates in 6 of 7 earlier comparable reports.
What the results mean
KKR highlighted record fee related earnings, total operating earnings and adjusted net income per share. This puts the fee business at the center of the results, while making it useful to distinguish operating performance from the effect of investment income on accounting profit.
Management emphasized record investment monetizations and capital returned to clients. This highlights the role of exits in turning fund investments into cash proceeds for clients, alongside the management of private equity, credit and real assets.
The business model combines alternative asset management, capital markets solutions and insurance. Reading the results therefore requires examining the contribution of insurance, retirement and reinsurance activities alongside asset management earnings to understand the sources and variability of profitability.
What to watch on the earnings call: The drivers and durability of fee related earnings, the investments being monetized and how capital is returned to clients, insurance's contribution to operating earnings, and the reasons for differences between accounting profit and adjusted profitability measures.
For the full analysis of KKR & Co. Inc. stock — valuation, scores and financial statements — see the stock page linked with this story.