| KKR |
Report |
Adjusted net income per share |
BEAT |
pred ~$1.48 vs. cons $1.43 |
MEDIUM |
| KKR |
Report |
Fee-related earnings per share |
BEAT |
pred ~$1.20 vs. cons $1.18 |
MEDIUM |
| KKR |
Report |
Total AUM |
BEAT |
pred ~$798B vs. cons $788B |
MEDIUM |
| KKR |
Guide |
Fee-related earnings growth |
BETTER |
guide ~21% vs. cons 20% (FY2026) |
HIGH |
| KKR |
Guide |
Adjusted net income per share |
BETTER |
guide ~$6.60 vs. cons $6.55 (FY2026) |
LOW |
| KKR |
Guide |
Strategic Holdings operating earnings |
UNCHANGED |
guide ~$350M vs. cons $350M (FY2026) |
HIGH |
| KKR |
Guide |
Forward gross monetization pipeline |
BETTER |
guide ~$1.60B vs. cons $1.50B (2H2026) |
MEDIUM |
| KKR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| KKR |
Return |
5-day cumulative residual |
+4.2% (FOLLOW-THROUGH) |
Recurring-earnings and AUM upside should lift estimates, while implied FY2026 ANI of ~$6.60 versus consensus ~$6.55 avoids an incremental cut; delayed monetizations shifting into 2027 support out-period revisions rather than creating a post-beat estimate fade. |
MEDIUM |