KKR publishes Q3 2026 earnings call transcript
KKR•KKR reported adjusted net income of $1.78 per share, up 26%, and record fee-related earnings of $1.42 per share, up 24%. It expects the pending USI sale to generate about $3.3 billion in after-tax proceeds and projects more than $40 billion in capital returned to clients in 2026.
1. Quarterly results and outlook
KKR's November 9 earnings call featured Co-CEO Scott Nuttall, CFO Robert Lewin and investor relations head Craig Larson. Management expects a third consecutive quarterly adjusted net income per-share record in the fourth quarter, supported by the USI transaction, and projects capital returned to clients will exceed $40 billion in 2026, more than 50% above the previous annual record.
