High importanceMissed
Investment management fees
ExpectedManagement fees of $1.23 billionanalysts' consensus
The resultManagement fees of $1.2 billion
These recurring fees are a major source of profit, and sustained growth would support the shares.
43/100B98.890
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0.72
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Market Open
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KKR & Co earningsWhat is an earnings surprise? An earnings surprise is how far a company's reported EPS or revenue came above or below the analysts' average estimate, in percent.
KKR & Co reports its Q4 FY2026 results on 4 February 2027, before the market opens. Analysts expect earnings per share of 3.60 USD and revenue of 2.85B USD.
In Q3 FY2026, reported on 9 November 2026, KKR & Co earned 1.78 USD a share against the 1.58 USD analysts expected (+12.7%), on revenue of 2.61B USD against 2.66B USD (-1.8%).
- Last EPS surpriseWhat is an earnings surprise? An earnings surprise is how far a company's reported EPS or revenue came above or below the analysts' average estimate, in percent.
- +12.7%
- Last revenue surprise
- -1.8%
- Move after the last reportWhat is the next-day move after earnings? The next-day move is how much a stock's price changed on the first trading day after an earnings report: how the market took the results.
- —
- Average move after earningsWhat is the next-day move after earnings? The next-day move is how much a stock's price changed on the first trading day after an earnings report: how the market took the results.
- 2.8%
EPS and revenue against estimates
Latest results · Q3 FY2026
Reported EPS
1.78+12.66%
est. 1.58
Reported revenue
2.61B-1.83%
est. 2.66B
Next report · Q4 FY2026
Revenue
ReportedEstimate
EPS
ReportedEstimate
| Period | Report date | EPS estimate | Reported EPS | Surprise | EPS growth | Revenue estimate | Reported revenue | Surprise | Revenue growth | Next-day move |
|---|---|---|---|---|---|---|---|---|---|---|
| Q3 FY2027 | 1.90 | — | — | +6.68% | 3.33B | — | — | +27.85% | — | |
| Q2 FY2027 | 1.76 | — | — | +7.84% | 3.19B | — | — | +15.42% | — | |
| Q1 FY2027 | 1.52 | — | — | +9.07% | 2.72B | — | — | +16.04% | — | |
| Q4 FY2026 | 3.60 | — | — | +221.43% | 2.85B | — | — | +74.28% | — | |
| Q3 FY2026 | 1.58 | 1.78 | +12.66% | +26.24% | 2.66B | 2.61B | -1.83% | -52.28% | — | |
| Q2 FY2026 | 1.43 | 1.63 | +13.99% | +38.14% | 2.55B | 2.76B | +8.45% | -44.77% | +1.7% | |
| Q1 FY2026 | 1.26 | 1.39 | +10.32% | +20.87% | 2.18B | 2.35B | +7.62% | -23.17% | -1.3% | |
| Q4 FY2025 | 1.14 | 1.12 | -1.75% | -15.15% | 1.82B | 1.64B | -10.16% | -48.89% | -5.3% | |
| Q3 FY2025 | 1.30 | 1.41 | +8.46% | +2.17% | 2.16B | 5.46B | +153.33% | +15.50% | +2.2% | |
| Q2 FY2025 | 1.14 | 1.18 | +3.51% | +8.26% | 1.78B | 5.00B | +181.26% | +21.78% | -2.6% | |
| Q1 FY2025 | 1.13 | 1.15 | +1.77% | +18.56% | 1.71B | 3.05B | +78.61% | -68.18% | +0.2% | |
| Q4 FY2024 | 1.30 | 1.32 | +1.54% | +32.00% | 1.99B | 3.20B | +60.73% | -26.81% | -8.5% | |
| Q3 FY2024 | 1.20 | 1.38 | +15.00% | +56.82% | 1.79B | 4.73B | +164.13% | +44.56% | +3.4% | |
| Q2 FY2024 | 1.06 | 1.09 | +2.83% | +49.32% | 1.67B | 4.11B | +146.54% | +14.54% | +3.0% | |
| Q1 FY2024 | 0.96 | 0.97 | +1.04% | +19.75% | 1.49B | 9.60B | +544.03% | +210.66% | +2.3% | |
| Q4 FY2023 | 0.91 | 1.00 | +9.89% | +8.70% | 1.61B | 4.37B | +171.15% | +72.93% | +5.9% | |
| Q3 FY2023 | 0.82 | 0.88 | +7.32% | -5.38% | 1.43B | 3.27B | +129.34% | +79.76% | +5.0% | |
| Q2 FY2023 | 0.71 | 0.73 | +2.82% | -23.16% | 1.17B | 3.59B | +206.61% | +1,133.03% | +2.7% | |
| Q1 FY2023 | 0.74 | 0.81 | +9.46% | -26.36% | 1.42B | 3.09B | +117.87% | +209.23% | -4.2% | |
| Q4 FY2022 | 0.86 | 0.92 | +6.98% | -42.14% | 1.41B | 2.53B | +78.77% | -37.62% | +5.2% | |
| Q3 FY2022 | 0.84 | 0.93 | +10.71% | -11.43% | 1.56B | 1.82B | +16.35% | -59.39% | +1.7% | |
| Q2 FY2022 | 0.93 | 0.95 | +2.15% | -9.52% | 1.78B | 290.88M | -83.69% | -90.72% | -5.9% | |
| Q1 FY2022 | 0.98 | 1.10 | +12.24% | +46.67% | 1.77B | 999.36M | -43.64% | -78.10% | +2.6% | |
| Q4 FY2021 | 1.21 | 1.59 | +31.40% | +224.49% | 2.03B | 4.05B | +99.22% | +102.16% | -6.3% | |
| Q3 FY2021 | 0.93 | 1.05 | +12.90% | +118.75% | 1.42B | 4.48B | +214.67% | +136.56% | +4.1% | |
| Q2 FY2021 | 0.84 | 1.05 | +25.00% | +169.23% | 1.36B | 3.14B | +129.95% | +135.45% | +2.0% | |
| Q1 FY2021 | 0.62 | 0.75 | +20.97% | +78.57% | 1.08B | 4.56B | +322.00% | — | -1.1% | |
| Q4 FY2020 | 0.41 | 0.49 | +19.51% | +11.36% | 981.47M | 2.01B | +104.30% | +88.62% | +2.9% | |
| Q3 FY2020 | 0.40 | 0.48 | +20.00% | +4.35% | 1.52B | 1.90B | +25.00% | +139.76% | -1.8% | |
| Q2 FY2020 | 0.36 | 0.39 | +8.33% | 0.00% | 1.22B | 1.33B | +9.09% | +12.89% | +1.1% | |
| Q1 FY2020 | 0.42 | 0.42 | 0.00% | +10.53% | 966.12M | -1.00B | -203.66% | -184.34% | +6.4% | |
| Q4 FY2019 | 0.41 | 0.44 | +7.32% | -20.00% | 1.07B | 1.06B | -0.90% | — | +5.1% | |
| Q3 FY2019 | 0.42 | 0.46 | +9.52% | -23.33% | 774.22M | 790.49M | +2.10% | -30.02% | -0.3% | |
| Q2 FY2019 | 0.34 | 0.39 | +14.71% | -20.41% | 1.11B | 1.18B | +6.42% | +21.43% | +0.4% | |
| Q1 FY2019 | 0.37 | 0.38 | +2.70% | -9.52% | 1.26B | 1.19B | -5.53% | +151.26% | -1.4% | |
| Q4 FY2018 | 0.49 | 0.55 | +12.24% | +14.58% | 158.63M | -178.06M | -212.24% | -118.91% | +4.6% | |
| Q3 FY2018 | 0.55 | 0.60 | +9.09% | +66.67% | 1.07B | 1.13B | +5.26% | +50.69% | +6.4% | |
| Q2 FY2018 | 0.46 | 0.49 | +6.52% | -44.94% | 872.46M | 971.62M | +11.37% | -4.35% | +0.5% | |
| Q1 FY2018 | 0.11 | 0.42 | +281.82% | -35.38% | 123.78M | 472.61M | +281.82% | -38.44% | +3.0% | |
| Q4 FY2017 | 0.51 | 0.48 | -5.88% | +20.00% | 1.11B | 941.65M | -15.12% | +95.58% | -5.0% | |
| Q3 FY2017 | 0.42 | 0.36 | -14.29% | -49.30% | 874.65M | 749.65M | -14.29% | +9.11% | — | |
| Q2 FY2017 | 0.67 | 0.89 | +32.84% | +286.96% | 764.70M | 1.02B | +32.84% | +76.12% | — | |
| Q1 FY2017 | 0.50 | 0.65 | +30.00% | — | 590.62M | 767.76M | +29.99% | +371.58% | — | |
| Q4 FY2016 | 0.43 | 0.40 | -6.98% | +400.00% | 517.61M | 481.48M | -6.98% | -53.87% | — | |
| Q3 FY2016 | 0.65 | 0.71 | +9.23% | — | 629.04M | 687.06M | +9.22% | +264.24% | +2.7% | |
| Q2 FY2016 | 0.05 | 0.23 | +360.00% | -73.86% | 125.39M | 576.76M | +359.97% | +125.41% | +4.0% | |
| Q1 FY2016 | -0.30 | -0.65 | -116.67% | -204.84% | 129.52M | 162.81M | +25.70% | -44.12% | -3.0% | |
| Q4 FY2015 | 0.25 | 0.08 | -68.00% | +60.00% | 1.04B | 1.04B | +0.44% | +390.16% | -5.0% | |
| Q3 FY2015 | -0.33 | -0.37 | -12.12% | -174.00% | 152.92M | 188.63M | +23.35% | -45.29% | -4.3% | |
| Q2 FY2015 | 0.62 | 0.88 | +41.94% | +41.94% | 180.29M | 255.87M | +41.92% | +2.61% | +0.7% | |
| Q1 FY2015 | 0.54 | 0.62 | +14.81% | -24.39% | 253.71M | 291.35M | +14.83% | -3.82% | +0.7% | |
| Q4 FY2014 | 0.40 | 0.05 | -87.50% | -95.37% | 1.92B | 212.94M | -88.89% | -5.32% | -2.8% | |
| Q3 FY2014 | 0.47 | 0.50 | +6.38% | -40.48% | 303.42M | 344.77M | +13.63% | +56.69% | +1.8% | |
| Q2 FY2014 | 0.64 | 0.62 | -3.13% | +244.44% | 261.47M | 249.37M | -4.63% | +49.88% | -1.5% | |
| Q1 FY2014 | 0.50 | 0.82 | +64.00% | -6.82% | 269.91M | 302.93M | +12.23% | +100.29% | +3.3% | |
| Q4 FY2013 | 0.93 | 1.08 | +16.13% | +125.00% | 193.66M | 224.90M | +16.13% | +26.62% | +2.9% | |
| Q3 FY2013 | 0.59 | 0.84 | +42.37% | +29.23% | 154.52M | 220.03M | +42.39% | -91.37% | +2.0% | |
| Q2 FY2013 | 0.30 | 0.18 | -40.00% | -75.68% | 240.36M | 166.38M | -30.78% | -91.08% | -1.3% | |
| Q1 FY2013 | 0.82 | 0.88 | +7.32% | -11.11% | 140.89M | 151.24M | +7.35% | -95.60% | +4.3% | |
| Q4 FY2012 | 0.22 | 0.48 | +118.18% | +45.45% | -4.92B | 177.62M | +103.61% | -80.79% | -0.3% | |
| Q3 FY2012 | 0.49 | 0.65 | +32.65% | — | 112.83M | 2.55B | +2,158.59% | — | -0.7% | |
| Q2 FY2012 | 0.16 | 0.74 | +362.50% | +105.56% | 24.30M | 1.86B | +7,573.94% | +21.16% | +0.2% | |
| Q1 FY2012 | 0.74 | 0.99 | +33.78% | +3.13% | 86.93M | 3.43B | +3,850.60% | +23.89% | +2.5% | |
| Q4 FY2011 | 0.74 | 0.33 | -55.41% | -67.65% | 469.56M | 924.46M | +96.88% | -74.41% | +1.3% | |
| Q3 FY2011 | -0.97 | -0.91 | +6.19% | -311.63% | 175.67M | -3.06B | -1,839.66% | -267.86% | 0.0% | |
| Q2 FY2011 | 0.40 | 0.36 | -10.00% | -40.98% | 130.67M | 1.54B | +1,078.03% | +17.32% | -5.3% | |
| Q1 FY2011 | 0.61 | 0.96 | +57.38% | +2.13% | 147.29M | 2.77B | +1,781.99% | -3.41% | -2.4% | |
| Q4 FY2010 | 0.68 | 1.02 | +50.00% | -1.92% | 97.53M | 3.61B | +3,603.30% | -55.33% | +1.2% | |
| Q3 FY2010 | 0.50 | 0.43 | -14.00% | — | 111.63M | 1.82B | +1,530.90% | — | +0.4% | |
| Q2 FY2010 | -0.21 | 0.61 | +390.48% | -66.85% | 5.79B | 1.31B | -77.35% | — | +0.3% | |
| Q1 FY2010 | 0.21 | 0.94 | +347.62% | — | 6.40B | 2.87B | -55.13% | — | -2.6% | |
| Q4 FY2009 | 0.27 | 0.75 | +177.78% | — | 1.65B | 8.09B | +390.44% | — | -1.0% | |
| Q4 FY2009 | — | 1.04 | — | — | — | 8.09B | — | — | +1.2% | |
| Q4 FY2009 | — | 1.04 | — | — | — | 8.09B | — | — | +1.2% | |
| Q2 FY2009 | 0.95 | 1.84 | +93.68% | — | 1.87B | -676.28M | -136.23% | — | +5.6% |
| Period | EPS estimate | Reported EPS | Surprise | EPS growth | Revenue estimate | Reported revenue | Surprise | Revenue growth |
|---|---|---|---|---|---|---|---|---|
| FY2027 | 7.12 | — | — | -13.53% | 12.37B | — | — | +3.70% |
| FY2026 | 8.23 | — | — | +69.33% | 11.93B | — | — | -21.28% |
| FY2025 | 4.93 | 4.86 | -1.44% | +2.10% | 7.91B | 15.16B | +91.61% | -29.95% |
| FY2024 | 4.68 | 4.76 | +1.67% | +39.18% | 7.24B | 21.64B | +199.07% | +51.09% |
| FY2023 | 3.34 | 3.42 | +2.28% | -12.31% | 5.64B | 14.32B | +153.74% | +153.96% |
| FY2022 | 3.84 | 3.90 | +1.58% | -12.16% | 6.76B | 5.64B | -16.61% | -65.26% |
The move is the shares' change on the trading day after the report: after a report after the close, the next day's close on the report day's; before the open, the report day's close on the day before's. Surprise is the reported figure against the analysts' average estimate.
Q3 FY2026
What the market waited for, and what cameWhat is the market waiting for in a report? The two to four figures investors watch most in a company's next earnings report, each with the number analysts or the company expect, and after the report, whether it came in.
From the last earnings call, the company's guidance and analysts' previews, and checked against the report when it comes.
High importanceMet
Profit from fees
ExpectedFee-related profit margin of at least 70%analysts
The resultFee-related earnings margin of about 71%
Keeping more of each fee dollar as profit would show that growth is not being eaten up by costs.
High importanceNot in the report
Assets earning fees
ExpectedFee-paying assets of $654.61 billionanalysts' consensus
The resultNot in the report
More assets earning fees can support future recurring revenue and profits.
Medium importanceMissed
Insurance business profit
ExpectedInsurance operating earnings of about $250 millioncompany guidance
The resultInsurance operating earnings of $230 million
Holding insurance profit near that level would ease concerns that competition is squeezing returns.
Beat recordWhat is an earnings surprise? An earnings surprise is how far a company's reported EPS or revenue came above or below the analysts' average estimate, in percent.
On average, analysts' EPS estimate was 6.9% off the result, either way, and their revenue estimate 127.3%, over the last 12 quarters.
- EPS beats
- 55 / 69
- Revenue beats
- 51 / 69
- Average EPS surprise, last 12What is an earnings surprise? An earnings surprise is how far a company's reported EPS or revenue came above or below the analysts' average estimate, in percent.
- +6.6%
- Since
- August 2009
See also:Forecast,EPS,Income statement
Common questions about KKR & Co's earnings
Source: Financial Modeling Prep