KKR & Q3 2026 EPS Tops Estimates at $1.78, but Revenue Misses at $2.61B

KKR & (KKR) posted mixed third-quarter 2026 results, with adjusted EPS above the estimate and revenue below it. Revenue was $2.61 billion, down 52% from a year earlier, below the $2.66 billion estimate, and adjusted EPS was $1.78, up 26% from a year earlier, above the $1.58 estimate.

Shares rose 1.0% in premarket trading as of 8:20 a.m. ET, to $97.47 from a $96.48 close.

Q3 2026 scorecard

By our calculation, revenue was $48.6 million below the estimate and adjusted EPS was $0.20 above it. The QoQ column compares with the previous quarter's revenue of $2.76 billion and adjusted EPS of $1.63. The YoY column compares with $5.46 billion and $1.41 in the same quarter a year earlier.

Track record

• EPS record. Adjusted EPS beat the estimate in 7 of the last 8 reports, including this one.
• Revenue record. Revenue beat the estimate in 6 of the last 8 reports.
• Revenue trend. Revenue over the last 5 reports, oldest first: $5.46 billion, $1.64 billion, $2.35 billion, $2.76 billion and $2.61 billion.

What to watch

• Next-quarter estimates. Consensus calls for EPS of $3.64 and revenue of $2.97 billion next quarter, based on 10 analysts.
• Revenue growth. Whether revenue stabilizes after this quarter's 52% decline from a year earlier to $2.61 billion.
• Estimate record. Whether KKR & extends a record of beating EPS estimates in 7 of its last 8 reports.
• Related coverage. See our reports on Turning Point Brands, ImmunityBio, RB Global and Roivant Sciences.

Sources: Results are from KKR &'s Nov. 9, 2026 quarterly report. Estimates are consensus figures. The prior-quarter and year-ago comparison figures are from KKR &'s earlier quarterly reports. Items labeled by our calculation are our own arithmetic. This article is informational only and is not investment advice.