KKR & Co. reports results on Monday 9 November, before the market opens. The analysts' average EPS estimate for the quarter is $1.58. The report will test whether the deceleration already visible in the trailing growth rate carries into the new quarter.
Source: reported quarterly EPS and aggregated third-party estimates. Historical surprises are context, not a forecast.
View chart data
| Period | Reported EPS | Analysts' estimate |
|---|---|---|
| Sep '25 | $1.41 | $1.30 |
| Dec '25 | $1.12 | $1.14 |
| Mar '26 | $1.39 | $1.26 |
| Jun '26 | $1.63 | $1.43 |
What analysts expect from KKR &
The analysts' average revenue estimate for the quarter is $2.6 billion. For the full year, the average EPS estimate is $7.92, which would represent a 62.6% increase on last year, based on 21 analysts. That estimate has risen 29.5% over the past 90 days, tracking the direction of the company's recent reported results. The quarterly EPS estimate sits in a range from $1.51 to $1.68. Of the analysts' recommendations, 20 are positive, 3 neutral and 0 negative.
Earnings surprise model
Our model estimates EPS could land 4.7% above the analysts' average estimate. The estimated chance of an EPS beat is 62.5%, based on the last 4 quarters. The model shrinks the median recent surprise toward zero and uses a neutral prior for beat frequency; this small sample is a reference estimate, not company guidance.
KKR &'s record against estimates
The company reported EPS above the analysts' average estimate in 3 of the last 4 quarters. Last quarter, EPS of $1.63 compared with an estimate of $1.43, above it by 14.2%.
Growth has slowed
Revenue growth is decelerating but still above the median of the company's own history. The twelve-month revenue to Q2 2026 was $21.3 billion, up 31.1% year on year, though that rate was down 3.7 percentage points on the rate a quarter earlier. The company's past quarterly readings have ranged from −64.8% to 225.3%, and 31.1% sits above 53% of them. Net income over the same twelve months was $3.2 billion, up 53.7% year on year, with a trailing net margin of 14.8%.
Questions this report will answer
The report will show whether the slowdown in revenue growth continues, whether results land above or below the analysts' expectations set out above, and whether margins hold at the trailing levels.
What KKR &'s share price implies against our model
In our model, growth 5 percentage points lower would lower the value by 27.3%, while growth 5 percentage points higher would raise it by 34.9%. The upside sensitivity exceeds the downside. A free-cash-flow margin 1 percentage point lower would lower it by 5.0%.
