tiprankstipranks
Trending News
More News >
KKR & Co (KKR)
NYSE:KKR
US Market
Advertisement

KKR & Co (KKR) Earnings Dates, Call Summary & Reports

Compare
2,436 Followers

Earnings Data

Report Date
Nov 04, 2025
Before Open (Confirmed)
Period Ending
2025 (Q3)
Consensus EPS Forecast
1.29
Last Year’s EPS
1.38
Same Quarter Last Year
Based on 13 Analysts Ratings

Earnings Call Summary

Q2 2025
Earnings Call Date:Jul 31, 2025|
% Change Since: -3.16%|
Earnings Call Sentiment|Positive
The earnings call highlighted significant growth in fee-related earnings, management fees, and investment performance. KKR demonstrated strong deployment, monetization, and fundraising capabilities, particularly in asset-based finance and Asia expansion. Despite minor concerns about variable investment income and strategic buyer hesitation, the overall sentiment is positive due to the company's robust financial performance and strategic initiatives.
Company Guidance -
Q3 2025
During KKR's Second Quarter 2025 Earnings Conference Call, the company reported impressive financial metrics, highlighting some of the highest figures in its history as a public company. Fee-related earnings were $0.98 per share, total operating earnings reached $1.33 per share, and adjusted net income was $1.18 per share. Management fees for the quarter were $996 million, marking an 18% year-over-year increase due to new initiatives and continued deployment. Transaction and monitoring fees totaled $234 million, with capital markets transaction fees contributing $200 million, largely from European activities. Fee-related performance revenues were $54 million, up 45% year-over-year. The insurance segment's operating earnings outperformed estimates at $278 million, while strategic holdings contributed $29 million. Realized performance and investment income totaled $2.6 billion over the last 12 months, reflecting a 20% increase from the previous year. The unrealized carried interest was at a record $9.2 billion, up 30% year-over-year. The private equity portfolio appreciated by 5% in the quarter and 13% over the last 12 months, while the opportunistic real estate portfolio saw a 3% quarterly increase and 7% over the past year. Infrastructure and credit investments also showed strong performance, with infrastructure appreciating 3% in the quarter and 14% over the year, and credit composites rising 2% and 7%, respectively.
Record Fee-Related Earnings
KKR reported fee-related earnings of $0.98 per share, total operating earnings of $1.33 per share, and adjusted net income of $1.18 per share, marking some of the highest figures in the company's history.
Strong Management Fee Growth
Management fees reached $996 million, up 18% year-over-year, driven by Americas XIV and broader fundraising initiatives.
Robust Investment Performance
The private equity portfolio was up 5% for the quarter and 13% year-over-year. Infrastructure appreciated 14% over the last 12 months.
Significant Deployment and Monetization
KKR deployed $37 billion year-to-date, with $18 billion in Credit. Realized performance and investment income totaled $2.6 billion over the last 12 months, up over 20% year-over-year.
Strong Fundraising and Growth in ABF
Raised $28 billion in Q2, with asset-based finance commitments more than tripling to $6.5 billion. ABF AUM increased over 20% to $75 billion year-over-year.
Expansion in Asia
KKR's Asia operations have grown significantly, managing over $75 billion in assets and engaging in various transactions across the region.
Strategic Acquisition in Life Sciences
Acquired a majority stake in HealthCare Royalty Partners, adding $3 billion in AUM and expanding KKR's life sciences footprint.

KKR & Co (KKR) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

KKR Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Nov 04, 2025
2025 (Q3)
1.29 / -
1.38
Jul 31, 2025
2025 (Q2)
1.14 / 1.18
1.098.26% (+0.09)
May 01, 2025
2025 (Q1)
1.13 / 1.15
0.9718.56% (+0.18)
Feb 04, 2025
2024 (Q4)
1.28 / 1.32
132.00% (+0.32)
Oct 24, 2024
2024 (Q3)
1.20 / 1.38
0.8856.82% (+0.50)
Jul 31, 2024
2024 (Q2)
1.06 / 1.09
0.7349.32% (+0.36)
May 01, 2024
2024 (Q1)
0.95 / 0.97
0.8119.75% (+0.16)
Feb 06, 2024
2023 (Q4)
0.92 / 1.00
0.928.70% (+0.08)
Nov 07, 2023
2023 (Q3)
0.83 / 0.88
0.93-5.38% (-0.05)
Aug 07, 2023
2023 (Q2)
0.71 / 0.73
0.95-23.16% (-0.22)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

KKR Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jul 31, 2025
$150.23$146.39-2.56%
May 01, 2025
$113.94$114.16+0.19%
Feb 04, 2025
$162.55$148.68-8.53%
Oct 24, 2024
$137.80$142.51+3.42%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does KKR & Co (KKR) report earnings?
KKR & Co (KKR) is schdueled to report earning on Nov 04, 2025, Before Open (Confirmed).
    What is KKR & Co (KKR) earnings time?
    KKR & Co (KKR) earnings time is at Nov 04, 2025, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is KKR EPS forecast?
          KKR EPS forecast for the fiscal quarter 2025 (Q3) is 1.29.

            KKR & Co (KKR) Earnings News

            KKR (NYSE:KKR) Rises on Q3 Beat
            Premium
            Market News
            KKR (NYSE:KKR) Rises on Q3 Beat
            2y ago
            Here’s Why Paramount Global Stock (NASDAQ:PARA) Jumped Yesterday
            Premium
            Market News
            Here’s Why Paramount Global Stock (NASDAQ:PARA) Jumped Yesterday
            2y ago
            KKR Posts Q1 Beat Despite Weak Bottomline
            Premium
            Market News
            KKR Posts Q1 Beat Despite Weak Bottomline
            2y ago
            KKR & Co. (NYSE:KKR) Posts Q3 Beat Despite Sluggish Capital Markets
            Premium
            Market News
            KKR & Co. (NYSE:KKR) Posts Q3 Beat Despite Sluggish Capital Markets
            3y ago
            What am I Missing?
            Make informed decisions based on Top Analysts' activity
            Know what industry insiders are buying
            Get actionable alerts from top Wall Street Analysts
            Find out before anyone else which stock is going to shoot up
            Get powerful stock screeners & detailed portfolio analysis