FS KKR Capital Beats Q3 2026 Estimates as Revenue Falls 15% to $294.0M

FS KKR Capital (FSK) beat estimates for the third quarter of 2026 on both revenue and adjusted EPS. Revenue was $294.0 million, down 15% from a year earlier, above the $274.6 million estimate, and adjusted EPS was $0.46, down 19% from a year earlier, above the $0.40 estimate.

Q3 2026 scorecard

By our calculation, revenue was $19.4 million above the estimate and adjusted EPS was $0.06 above it. The QoQ column compares with the previous quarter's revenue of $290.0 million and adjusted EPS of $0.43. The YoY column compares with $344.0 million and $0.57 in the same quarter a year earlier.

Track record

• EPS record. Adjusted EPS beat the estimate in 3 of the last 8 reports, including this one.
• Revenue record. Revenue beat the estimate in 2 of the last 8 reports.
• Revenue trend. Revenue over the last 5 reports, oldest first: $344.0 million, $348.0 million, $304.0 million, $290.0 million and $294.0 million.

What to watch

• Next-quarter estimates. Consensus calls for EPS of $0.38 and revenue of $272.4 million next quarter, based on 7 analysts.
• Revenue growth. Whether revenue stabilizes after this quarter's 15% decline from a year earlier to $294.0 million.
• Estimate record. Whether FS KKR Capital returns to beating EPS estimates, which it did in 3 of its last 8 reports.
• Related coverage. See our reports on Trulieve Cannabis, Genesis Energy, Duke Energy Corporation 5.625% and Lincoln National.

Sources: Results are from FS KKR Capital's Nov. 5, 2026 quarterly report. Estimates are consensus figures. The prior-quarter and year-ago comparison figures are from FS KKR Capital's earlier quarterly reports. Items labeled by our calculation are our own arithmetic. This article is informational only and is not investment advice.