KKR & Co. Inc. (KKR) Earnings Call Transcripts
KKR & Co. Inc.'s Latest Earnings Call - September 15, 2026
In the earnings call held on September 15, 2026, KKR & Co. Inc. reported strong growth in its credit business, with assets under management (AUM) increasing by 35% since their last Investor Day. The company highlighted a record year for third-party credit fundraising, driven by attractive risk-reward dynamics in the current market. Revenue and earnings figures were not disclosed, but management indicated that management fees are expected to continue growing due to ongoing inflows into private credit, which is becoming a permanent asset allocation for investors.
Reported metrics
| Metric | Value |
|---|---|
| Credit AUM | $300 billion (positive) |
| Management Fees Growth | 32% (positive) |
| Private IG Transactions | $80 billion (positive) |
| Direct Lending AUM | $40 billion (null) |
| Annual Default Rates | 4% to 5% (neutral) |
| CapEx Financing Need | $7.6 trillion (positive) |
Guidance from management
Management expects continued growth in management fees and credit allocations, driven by the attractiveness of private credit as a permanent asset allocation. They did not provide specific numerical guidance for future revenue or earnings.
What analysts pressed on
Analysts expressed concerns about the current M&A environment, with one noting that it has been particularly challenging. They are worried about the impact of geopolitical tensions and inflation on deal activity and investor confidence in the market.
Main topics on the call
- Credit Business Growth — KKR's credit business has reached $300 billion in AUM, with management fees up 32% since acquiring Global Atlantic. Management stated, "Credit allocations are continuing to flow despite some of the noise in some of the p...
- Private Credit as Permanent Allocation — Management emphasized that private credit has become a permanent asset allocation for many investors, stating, "The big shift that we've seen...is they no longer desire or take the income. They're allowing us to reinvest...
- Origination Capabilities — KKR is focusing on enhancing origination capabilities across its credit business. Management noted, "Origination is key. You got to make your own luck," highlighting the importance of proactive sourcing in a challenging ...
- Market Dynamics and Risks — Management acknowledged the current market's challenges, stating, "There's just too much uncertainty out there...that is sort of freezing up" deal activity. This sentiment reflects concerns about the impact of geopolitic...
Read the full KKR & Co. Inc. transcript (September 15, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About KKR & Co. Inc.
KKR & Co. Inc. (KKR) is a publicly listed company in the Capital Markets industry, within the Financials sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 69 calls on record spanning January 31, 2020 to September 15, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 69 KKR & Co. Inc. earnings call transcripts on record, spanning January 31, 2020 to September 15, 2026. Based on this history, KKR & Co. Inc. reports quarterly. The most recent call on file is dated September 15, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- KKR
- Exchange
- NYSE
- Country
- US
- Sector
- Financials
- Industry
- Capital Markets
- Calls on record
- 69
- First call
- January 31, 2020
- Most recent
- September 15, 2026
- Reporting cadence
- quarterly