The call highlighted significant growth in investment management and capital deployment, as well as the strategic acquisition of Toll Brothers' platform, indicating strong future prospects. However, challenges such as GAAP EPS loss, declines in European office portfolio performance, and flat NOIs in the affordable portfolio were noted. Overall, the positive aspects slightly outweigh the negatives.

Company Guidance

During the Kennedy-Wilson Third Quarter 2025 Earnings Conference Call, the company reported significant progress in expanding its investment management platform and executing its noncore asset sale plan. Key financial metrics showed improvement, with adjusted EBITDA reaching $125 million in Q3, almost doubling from $66 million the previous year, and a year-to-date increase of 6% to $371 million. Assets under management grew by 11% year-over-year to $31 billion, while fee-bearing capital increased by 10% to $9.7 billion. The company deployed approximately $900 million in Q3, focusing on rental housing-related credit and equity investments, with credit originations totaling $2.6 billion for the year. Kennedy-Wilson's strategic moves included the acquisition of Toll Brothers Apartment Living platform, adding $5 billion to assets under management and expanding its national rental housing platform to over 90,000 units. The company also achieved $470 million in cash generation from asset sales, surpassing its annual target. The balance sheet was strengthened by the repayment of $352 million in unsecured bonds, with the debt structure now 96% fixed or hedged.

Investment Management Growth

Assets under management (AUM) grew to $31 billion, marking an 11% increase year-over-year. Fee-bearing capital grew by 10% from the previous year.

Successful Capital Deployment

Deployed or committed approximately $900 million in Q3, with total capital deployment reaching $3.5 billion year-to-date through September.

Credit Team Achievements

Originated $600 million in new rental housing construction loans, with total originations reaching $2.6 billion for the year.

U.K. Single-Family Rental Platform Expansion

Added $62 million in new investments, with the total portfolio reaching 1,300 homes and committed capital at approximately $585 million.

Toll Brothers Acquisition

Pending acquisition expected to add $5 billion to AUM, increasing total pro forma AUM to $36 billion.

Improved Financial Metrics

Adjusted EBITDA increased to $125 million in Q3, up from $66 million last year. Investment management fees increased by 8% in the quarter and 23% year-to-date.

Kennedy-Wilson (KW) 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

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KW Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 25, 2026	2025 (Q4)	- / -	0.24	―	―	―
Nov 05, 2025	2025 (Q3)	- / -0.15	-0.56	73.21% (+0.41)	―
Aug 06, 2025	2025 (Q2)	-0.11 / -0.05	-0.43	88.37% (+0.38)
May 07, 2025	2025 (Q1)	-0.19 / -0.30	0.19	-257.89% (-0.49)
Feb 26, 2025	2024 (Q4)	-0.32 / 0.24	-1.78	113.48% (+2.02)
Nov 06, 2024	2024 (Q3)	-0.41 / -0.56	-0.66	15.15% (+0.10)
Aug 07, 2024	2024 (Q2)	-0.55 / -0.43	0.28	-253.57% (-0.71)
May 08, 2024	2024 (Q1)	-0.72 / 0.19	-0.3	163.33% (+0.49)	―
Feb 21, 2024	2023 (Q4)	-0.31 / -1.78	0.16	-1212.50% (-1.94)
Nov 01, 2023	2023 (Q3)	0.08 / -0.66	0.12	-650.00% (-0.78)

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

KW Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 05, 2025	$9.80	$9.57	-2.35%
Aug 06, 2025	$7.16	$7.35	+2.65%
May 07, 2025	$6.40	$5.96	-6.88%
Feb 26, 2025	$8.76	$9.14	+4.34%

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 Kennedy-wilson (KW) report earnings?

Kennedy-wilson (KW) is schdueled to report earning on Feb 25, 2026, After Close (Confirmed).

What is Kennedy-wilson (KW) earnings time?

Kennedy-wilson (KW) earnings time is at Feb 25, 2026, After Close (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?

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What is KW EPS forecast?

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