Filing Flows › Financials › KKR (KKR)
KKR (KKR) earnings and revenue breakdown
Latest: Q2 2026 · 10-Q filed Aug 6, 2026 · KKR (KKR) Q2 2026 earnings results →
Q2 2026 Revenue up 12% year over year to $5.7B · 12¢ of every $1 of revenue kept as net profit · operating margin 24.0%
KKR made $5.7B in Q2 2026 (+12% Y/Y): Insurance $3.5B, Asset Management and Strategic Holdings $2.2B. Operating margin 24.0%, net earnings $700M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Aug 6, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $5.7B in Q2 2026, up 13% year over year and up 33% from the previous quarter. Insurance was the largest line at 62% of revenue. Asset Management and Strategic Holdings added $0.37B year over year (up 20%), 58% of the total change.
Operating profit was $1.4B, a 24.0% margin (down 6.0 points year over year). Operating profit fell $0.15B even though revenue rose $0.64B versus Q2 2025, so costs grew faster than sales. Total costs grew 22% against revenue growth of 13%. Net earnings were $0.70B, up 37% year over year. The effective tax rate was 17.9%.
Operating cash flow was $3.3B (up 641% year over year), 288% of net income including minority interests. Non-cash charges added back $0.23B of share-based compensation. Working capital and other items added $1.9B. Capital expenditures of $0.05B left free cash flow of $3.2B.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 10-Q | Aug 6, 2026 | $5.7B | +12% | 24.0% | $700M | $3.3B |
| Q1 2026 | 10-Q | May 8, 2026 | $4.3B | +39% | 10.7% | $405M | $1.7B |
| Q4 2025 | 10-K | Feb 27, 2026 | $5.7B | +76% | 45.3% | $1.1B | −$4.9B |
| Q3 2025 | 10-Q | Nov 7, 2025 | $5.5B | +15% | 39.8% | $900M | $2.4B |
| Q2 2025 | 10-Q | Aug 8, 2025 | $5.1B | +22% | 30.0% | $510M | $439M |
| Q1 2025 | 10-Q | May 9, 2025 | $3.1B | -68% | 24.8% | $684M | $2.5B |
| Q4 2024 | 10-K | Feb 28, 2025 | $3.3B | -26% | 50.4% | $1.1B | −$112M |
Charts
Interactive views
The same charts as the app — open one to draw it.
💵Where each $1 goesinteractive
Loading the interactive chart…
🌏Named in Asian annual reportsinteractive
Loading the interactive chart…
🔄Rotation against the market and its industry (RRG)interactive
Loading the interactive chart…
🔍Earnings qualityinteractive
Loading the interactive chart…
⚖️Fair value by methodinteractive
Loading the interactive chart…
🔭Outlook & guidanceinteractive
Loading the interactive chart…
📈Investments: gains and what it boughtinteractive
Loading the interactive chart…
🏭Its industry’s money flow (input-output)interactive
Loading the interactive chart…
About KKR
KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance traditional private equity to other alternative asset classes such as leveraged credit, alternative credit, infrastructure, real
In its own words, from its 10-K, filed Feb 27, 2026.
KKR against its Investment Advice peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +12% against the peers' median +6%. Operating margin: 24.0% against the peers' median 24.0%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| KKR KKR | Q2 2026 | $5.7B | +12% | 24.0% |
| AMP Ameriprise Financial | Q3 2026 | $5.2B | +6% | 28.9% |
| APO Apollo Global Management | Q3 2026 | $4.7B | -52% | -30.9% |
| BX Blackstone | Q3 2026 | $3.1B | -0.8% | 46.9% |
| BEN Franklin Templeton | Q4 FY26 | $2.4B | +4% | 14.6% |
| TROW Price T Rowe Group | Q3 2026 | $2.0B | +6% | 38.4% |
| IVZ Invesco | Q3 2026 | $1.9B | +14% | 23.3% |
| BAM Brookfield Asset Management | Q2 2026 | $1.8B | +61% | 62.4% |
| ARES Ares Management | Q3 2026 | $1.3B | +9% | 13.1% |
Source: KKR 10-Q on SEC EDGAR · CIK 1404912 · Investment Advice
Guidance and outlook
13F: who owns KKR and who is buying
More on KKR
History
Every quarter: Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results · Q4 2024 results