Latest Earnings Results: Q3 '26
Estimated EPS
$1.58
Reported EPS
$1.78
Surprise
+12.87%
Estimated Rev
$2.66B
Reported Rev
$2.61B
Surprise
-1.83%
• Reported GAAP EPS of $1.78 up 26.24% YoY • Reported revenue of $4.56B down -17.41% YoY • KKR expects to return more than $40B to clients in 2026, exceeding its previous annual record by more than 50%; subject to closing, USI sale expected to generate approximately $2B ANI in 4Q'26.
Bullish Takeaway
KKR reported record per-share FRE, TOE and ANI, AUM of $804B with $25B of quarterly new capital raised, and Global Infrastructure V's $19.2B final close as its largest infrastructure fund to date.
Bearish Takeaway
KKR's Insurance Operating Earnings were $230M versus $305M in 3Q'25; net cost of insurance reflected funding costs, opportunistic real estate declined 2% in the LTM, and perpetual capital may be reduced or terminated.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $3.58 | -- | -- | N/A |
Q3 '26 | $1.58 | $1.78 | 12.87% | BEAT |
Q2 '26 | $1.43 | $1.63 | 14.15% | BEAT |
Q1 '26 | $1.26 | $1.39 | 10.10% | BEAT |
Q4 '25 | $1.14 | $1.12 | -1.67% | MISSED |