Spoken Alpha
KKR
KKR & Co. Inc.
Overview
KKR & Co. Inc. operates a global alternative asset management firm that manages $744 billion in assets across private equity, real assets, and credit strategies, while also providing retirement and life insurance solutions through its Global Atlantic subsidiary.
KKR & Co. Inc is a Financial Services company operating in Asset Management with a $90.46B market cap.
Most recent reported earnings: Q2 FY2026 (Jul 29, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from SEC 10-K filing, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-05-0515 Q&A exchanges
- Q4 FY2025Earnings2026-02-0514 Q&A exchanges
- Q3 FY2025Earnings2025-11-0711 Q&A exchanges
- Q2 FY2025Earnings2025-07-3114 Q&A exchanges
- Q1 FY2025Earnings2025-05-0118 Q&A exchanges
- Q4 FY2024Earnings2025-02-0424 Q&A exchanges
- Q3 FY2024Earnings2024-10-2436 Q&A exchanges
- Q2 FY2024Earnings2024-07-3124 Q&A exchanges
- Q1 FY2024Earnings2024-05-0112 Q&A exchanges
- Q4 FY2023Earnings2024-02-0614 Q&A exchanges
- Q3 FY2023Earnings2023-11-0714 Q&A exchanges
- Q2 FY2023Earnings2023-08-0725 Q&A exchanges
- Q1 FY2023Earnings2023-05-0815 Q&A exchanges
- Q4 FY2022Earnings2023-02-0715 Q&A exchanges
- Q3 FY2022Earnings2022-11-0111 Q&A exchanges
- Q2 FY2022Earnings2022-08-0219 Q&A exchanges
- Q1 FY2022Earnings2022-05-0334 Q&A exchanges
- Q4 FY2021Earnings2022-02-0821 Q&A exchanges
- Q3 FY2021Earnings2021-11-0217 Q&A exchanges
- Q2 FY2021Earnings2021-08-0313 Q&A exchanges
- Q1 FY2021Earnings2021-05-0418 Q&A exchanges
History
Earnings history
- Q2 FY20262026-07-29EPS— vs $1.39—Rev— vs ——EODHD
- Q1 FY20262026-05-04EPS$1.39 vs $1.45-4.1%Rev$4.00B vs ——EODHD
- Q4 FY20252026-02-04EPS$1.12 vs $1.14-1.8%Rev$5.52B vs ——EODHD
- Q3 FY20252025-11-06EPS$1.41 vs $1.31+7.6%Rev$5.46B vs ——EODHD
- Q2 FY20252025-07-30EPS$1.18 vs $1.14+3.5%Rev$5.00B vs ——EODHD
- Q1 FY20252025-04-30EPS$1.15 vs $1.13+1.8%Rev$3.05B vs ——EODHD
- Q4 FY20242025-02-03EPS$1.32 vs $1.28+3.1%Rev$3.20B vs ——EODHD
- Q3 FY20242024-10-23EPS$1.38 vs $1.20+15.0%Rev$4.73B vs ——EODHD
- Q2 FY20242024-07-30EPS$1.09 vs $1.07+1.9%Rev$4.11B vs ——EODHD
- Q1 FY20242024-04-30EPS$0.97 vs $0.96+1.0%Rev$9.60B vs ——EODHD
- Q4 FY20232024-02-05EPS$1.00 vs $0.91+9.9%Rev$4.37B vs ——EODHD
- Q3 FY20232023-11-06EPS$0.88 vs $0.82+7.3%Rev$3.27B vs ——EODHD
- Q2 FY20232023-08-06EPS$0.73 vs $0.71+2.8%Rev$3.59B vs ——EODHD
- Q1 FY20232023-05-07EPS$0.81 vs $0.74+9.5%Rev$3.09B vs ——EODHD
- Q4 FY20222023-02-06EPS$0.92 vs $0.86+7.0%Rev$2.53B vs ——EODHD
- Q3 FY20222022-10-31EPS$0.92 vs $0.85+8.2%Rev$1.82B vs ——EODHD
- Q2 FY20222022-08-01EPS$0.95 vs $0.950.0%Rev$290.9M vs ——EODHD
- Q1 FY20222022-05-02EPS$1.10 vs $0.98+12.2%Rev$999.4M vs ——EODHD
- Q4 FY20212022-02-07EPS$1.59 vs $1.21+31.4%Rev$4.05B vs ——EODHD
- Q3 FY20212021-11-01EPS$1.05 vs $0.93+12.9%Rev$4.48B vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-07-29 | — | $1.39 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-05-04 | $1.39 | $1.45 | -4.1% | $4.00B | — | — | EODHD |
| Q4 FY2025 | 2026-02-04 | $1.12 | $1.14 | -1.8% | $5.52B | — | — | EODHD |
| Q3 FY2025 | 2025-11-06 | $1.41 | $1.31 | +7.6% | $5.46B | — | — | EODHD |
| Q2 FY2025 | 2025-07-30 | $1.18 | $1.14 | +3.5% | $5.00B | — | — | EODHD |
| Q1 FY2025 | 2025-04-30 | $1.15 | $1.13 | +1.8% | $3.05B | — | — | EODHD |
| Q4 FY2024 | 2025-02-03 | $1.32 | $1.28 | +3.1% | $3.20B | — | — | EODHD |
| Q3 FY2024 | 2024-10-23 | $1.38 | $1.20 | +15.0% | $4.73B | — | — | EODHD |
| Q2 FY2024 | 2024-07-30 | $1.09 | $1.07 | +1.9% | $4.11B | — | — | EODHD |
| Q1 FY2024 | 2024-04-30 | $0.97 | $0.96 | +1.0% | $9.60B | — | — | EODHD |
| Q4 FY2023 | 2024-02-05 | $1.00 | $0.91 | +9.9% | $4.37B | — | — | EODHD |
| Q3 FY2023 | 2023-11-06 | $0.88 | $0.82 | +7.3% | $3.27B | — | — | EODHD |
| Q2 FY2023 | 2023-08-06 | $0.73 | $0.71 | +2.8% | $3.59B | — | — | EODHD |
| Q1 FY2023 | 2023-05-07 | $0.81 | $0.74 | +9.5% | $3.09B | — | — | EODHD |
| Q4 FY2022 | 2023-02-06 | $0.92 | $0.86 | +7.0% | $2.53B | — | — | EODHD |
| Q3 FY2022 | 2022-10-31 | $0.92 | $0.85 | +8.2% | $1.82B | — | — | EODHD |
| Q2 FY2022 | 2022-08-01 | $0.95 | $0.95 | 0.0% | $290.9M | — | — | EODHD |
| Q1 FY2022 | 2022-05-02 | $1.10 | $0.98 | +12.2% | $999.4M | — | — | EODHD |
| Q4 FY2021 | 2022-02-07 | $1.59 | $1.21 | +31.4% | $4.05B | — | — | EODHD |
| Q3 FY2021 | 2021-11-01 | $1.05 | $0.93 | +12.9% | $4.48B | — | — | EODHD |
Source: EODHD. KKR reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks KKR's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Misses consensus 10/10 quarters
SampleRepeated misses without a guidance reset suggest management is structurally optimistic relative to operating reality. Track whether next-quarter guidance is being benchmarked off the prior miss or the prior plan.
Missed in 4 of the last 4 quarters
SampleRecent misses matter more than long-window beat rate — the trailing 12 months drives the analyst model and the next-print bar.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $3.33 | $4.52 | -26.3% | +7.7% | +10.6% |
| Q4 FY2026 | $3.53 | $4.52 | -22.0% | +4.1% | +3.1% |
| Q3 FY2026 | $3.85 | $4.35 | -11.4% | +1.9% | +3.6% |
| Q2 FY2026 | $3.78 | $4.47 | -15.5% | +4.6% | +5.7% |
| Q1 FY2025 | $3.75 | $4.42 | -15.2% | +1.4% | +1.6% |
| Q4 FY2025 | $3.32 | $4.48 | -26.0% | -3.3% | -5.1% |
| Q3 FY2025 | $3.88 | $4.63 | -16.2% | +3.5% | +3.5% |
| Q2 FY2025 | $3.45 | $4.58 | -24.7% | -2.5% | -2.0% |
| Q1 FY2024 | $3.54 | $4.71 | -24.9% | -2.3% | 0.0% |
| Q4 FY2024 | $3.98 | $4.62 | -13.9% | +5.0% | +7.3% |
Guidance change history
Sample- Q1 FY2026Lowered2026-04-15
- Q4 FY2026Lowered2026-13-15
- Q3 FY2026Lowered2026-10-15
- Q2 FY2026Lowered2026-07-15
- Q1 FY2025Lowered2025-04-15
- Q4 FY2025Lowered2025-13-15
- Q3 FY2025Lowered2025-10-15
- Q2 FY2025Lowered2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Scott C NuttallCEO9 mo21 callsCurrentSample
CEO since 2025 • 3/4 beats (75%) • last call held guidance Q3 FY2026
- Joseph Y BaeCEO10 mono recorded callsCurrentSample
CEO since 2025 • 3/4 beats (75%) • last guidance cut Q2 FY2026
- Robert H LewinCFO2 mo20 callsCurrentSample
CFO since 2026 • 2/2 beats (100%) • last call held guidance Q2 FY2026
- Kathryn King SudolChief Legal Officer & GC2 mono recorded callsCurrentSample
OTHER_C_SUITE since 2026 • 2/2 beats (100%) • guidance suspended Q1 FY2026
- Henry R KravisCo-Executive Chairman7 mono recorded callsCurrentSample
OTHER since 2025 • 1/4 beats (25%) • last call held guidance Q2 FY2026
Peers
Other companies in Financial Services
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for KKR.
$ curl https://api.spokenalpha.com/v1/companies/KKRFAQ
Frequently asked about KKR
Where can I find KKR & Co. Inc.'s (KKR) earnings call transcripts?
Spoken Alpha indexes KKR's earnings call transcripts at https://spokenalpha.com/companies/KKR. Each call links to attributed speakers and parsed analyst Q&A. KKR & Co. Inc.'s own investor relations page is at https://ir.kkr.com/.
When was KKR & Co. Inc.'s most recent earnings call?
KKR & Co. Inc. (KKR) held its most recent earnings call on 2026-05-05, covering fiscal Q1 2026.
What sector is KKR in?
KKR & Co. Inc. (KKR) operates in the Financial Services sector (Asset Management industry).