KKR & Co. Inc. · KKR · Next earnings

KKR & Co. Inc. reports Friday, Nov 6, 2026

KKR reports before market open with consensus EPS at $1.59 and revenue at $2.73B. Last quarter: KKR Beats Q1 Estimates but Lowers 2026 Operating EPS Guidance

Reports Before market open47 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $1.59 Calendar consensus
Consensus revenue $2.73B Calendar consensus
Report date Nov 6, 2026 Friday, date estimated
Session Before market open 47 days away

Where KKR left off: FY2026 Q1

Full report

KKR Beats Q1 Estimates but Lowers 2026 Operating EPS Guidance

EPS surprise +10.3% Reported $1.39 vs $1.26
Revenue surprise +7.6% Reported $2.35B vs $2.18B
Stock move -1.3% Event window
Subsequent drift -11.2% Up to 20 sessions

In Q4 2025, management raised guidance and expressed confidence in exceeding 2026 FRE and dividend targets. In Q1 2026, guidance sentiment was lowered: management cautioned that the 2026 adjusted operating earnings per share (ANI) target of $7+ may fall short, with some monetization exits postponed to 2027. The dividend was increased to $0.78 per share as previously announced.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Increasing competition and tighter spreads in the insurance retail market pressuring ROE
  • Market volatility and geopolitical risks could delay monetization timing
  • Redemption activity in the wealth channel and potential slowdown in Q2 fundraising
  • Potential AI-driven disruption in business-services sectors within strategic holdings

Questions analysts left open

  • Competitive pressure and ROE outlook for the insurance (Global Atlantic) business
  • Timing and pace of monetization and DPI relative to the $7 ANI target
  • Exposure to AI risk in strategic holdings and business-services sectors
  • Fundraising outlook for Asia and the impact of market volatility on fee growth

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Recent KKR quarters

All KKR earnings
-1.3%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.