Equity Profile

KKR

KKR & Co. Inc.

FinancialsAsset Management & Custody Banks$83.9B

Jul30Thu

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

KKR & Co. Inc....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will help gauge how well KKR is managing its investments.

N/A

Assets Under Management (AUM)

AUM reflects the total market value of assets that KKR manages, which is crucial for understanding its growth and revenue potential.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

KKR Q2-2026 Earnings Preview

Context

Company Snapshot

KKR & Co. Inc. is a leading global investment firm that specializes in asset management and private equity. With a market cap of $86 billion, KKR plays a significant role in the financial sector, focusing on various investment strategies that can benefit from trends in consumer spending and economic growth.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

50%

Avg EPS Surprise

-8.96%

Avg Stock Reaction

-1.19%

Last Quarter Recap

In Q1 2026, KKR reported an EPS of $1.39, exceeding expectations by 24.66%. However, the stock fell 1.29% the following day, indicating mixed investor sentiment.

Management Promises & Guidance

Focus on enhancing investment strategies to improve returns.
Commitment to expanding AUM through new client acquisitions.
Plans to diversify investment portfolios to mitigate risks.

Expectations

Wall Street Expectations

Investors are cautiously optimistic about KKR's upcoming earnings, especially after a strong Q1 performance. However, there are concerns about whether the momentum can be sustained.

Bull Case

If KKR can showcase strong investment performance and increase AUM, it may lead to a positive market reaction and boost investor confidence.

Bear Case

Conversely, if the earnings miss expectations or if AUM growth stagnates, it could lead to a significant drop in stock price, reflecting investor disappointment.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the reported Assets Under Management (AUM) this quarter?

AUM is a critical metric for KKR's growth and revenue potential, and any significant changes could impact investor sentiment.

How does KKR plan to address recent investment performance challenges?

Management's strategy to improve investment performance will be closely watched, as it directly affects future earnings and client trust.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating KKR's ability to attract new capital, given recent trends in private equity and alternative investments.

Supporting Evidence

KKR's recent performance shows a strong ability to adapt to market conditions.

The options market indicates a higher expected move than historical averages, suggesting heightened investor interest.

Recent trends in the financial sector indicate a growing appetite for alternative investments, which KKR is well-positioned to capitalize on.

Key Risk

If AUM growth surpasses $500 billion, it could significantly shift market sentiment in KKR's favor.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on KKR's ability to manage assets effectively and deliver strong returns amidst market volatility.

Bull Confirmed If

AUM growth exceeding $500 billion would confirm the bull case and suggest strong market demand for KKR's investment strategies.

Bear Confirmed If

A decline in AUM or a significant miss in EPS would confirm the bear case and raise concerns about KKR's competitiveness.

Pre-Earnings Positioning

Options Market

Implied Move

±15.79%

Historical Avg

±3.2%

Pricing rich

The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings report.

Options are pricing ±15.8% while KKR has averaged ±3.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

30.2%

Calls (229K)P/C Ratio: 0.70Puts (646K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Financials

n=30

Fade rate: 12 of 25 (48%)

This setup has occurred 30 times across Financials in the last 2 years. 12 of 25 faded and 13 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 2.4%, with a raw directional average of -0.0% (roughly flat historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If KKR beats expectations, history suggests a potential stock increase of around 3.24%, confirming strong operational performance.

In-Line / Cautious

An in-line report may lead to a muted reaction, as investors assess management's commentary on future growth.

Miss

If KKR misses earnings expectations, history indicates a potential decline of about 1.36%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on the total Assets Under Management (AUM) and any changes in client acquisition strategies.
2Details on investment performance across different sectors and how KKR plans to improve returns.
3Management's outlook on market conditions and potential challenges in the investment landscape.
4Any commentary on new investment strategies or sectors KKR is exploring.
5Insights into how KKR plans to manage risks associated with market volatility.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

KKR & Co. Inc....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will help gauge how well KKR is managing its investments.

N/A

Assets Under Management (AUM)

AUM reflects the total market value of assets that KKR manages, which is crucial for understanding its growth and revenue potential.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

KKR Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

50%

Avg EPS Surprise

-8.96%

Avg Stock Reaction

-1.19%

Last Quarter Recap

In Q1 2026, KKR reported an EPS of $1.39, exceeding expectations by 24.66%. However, the stock fell 1.29% the following day, indicating mixed investor sentiment.

Management Promises & Guidance

Focus on enhancing investment strategies to improve returns.
Commitment to expanding AUM through new client acquisitions.
Plans to diversify investment portfolios to mitigate risks.

Expectations

Wall Street Expectations

Investors are cautiously optimistic about KKR's upcoming earnings, especially after a strong Q1 performance. However, there are concerns about whether the momentum can be sustained.

Bull Case

If KKR can showcase strong investment performance and increase AUM, it may lead to a positive market reaction and boost investor confidence.

Bear Case

Conversely, if the earnings miss expectations or if AUM growth stagnates, it could lead to a significant drop in stock price, reflecting investor disappointment.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the reported Assets Under Management (AUM) this quarter?

AUM is a critical metric for KKR's growth and revenue potential, and any significant changes could impact investor sentiment.

How does KKR plan to address recent investment performance challenges?

Management's strategy to improve investment performance will be closely watched, as it directly affects future earnings and client trust.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating KKR's ability to attract new capital, given recent trends in private equity and alternative investments.

Supporting Evidence

KKR's recent performance shows a strong ability to adapt to market conditions.

The options market indicates a higher expected move than historical averages, suggesting heightened investor interest.

Recent trends in the financial sector indicate a growing appetite for alternative investments, which KKR is well-positioned to capitalize on.

Key Risk

If AUM growth surpasses $500 billion, it could significantly shift market sentiment in KKR's favor.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on KKR's ability to manage assets effectively and deliver strong returns amidst market volatility.

Bull Confirmed If

AUM growth exceeding $500 billion would confirm the bull case and suggest strong market demand for KKR's investment strategies.

Bear Confirmed If

A decline in AUM or a significant miss in EPS would confirm the bear case and raise concerns about KKR's competitiveness.

Pre-Earnings Positioning

Options Market

Implied Move

±15.79%

Historical Avg

±3.2%

Pricing rich

The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings report.

Options are pricing ±15.8% while KKR has averaged ±3.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

30.2%

Calls (229K)P/C Ratio: 0.70Puts (646K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Financials

n=30

Fade rate: 12 of 25 (48%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If KKR beats expectations, history suggests a potential stock increase of around 3.24%, confirming strong operational performance.

In-Line / Cautious

An in-line report may lead to a muted reaction, as investors assess management's commentary on future growth.

Miss

If KKR misses earnings expectations, history indicates a potential decline of about 1.36%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on the total Assets Under Management (AUM) and any changes in client acquisition strategies.
2Details on investment performance across different sectors and how KKR plans to improve returns.
3Management's outlook on market conditions and potential challenges in the investment landscape.
4Any commentary on new investment strategies or sectors KKR is exploring.
5Insights into how KKR plans to manage risks associated with market volatility.