Consensus EPS · Q2 2026
$1.43
Consensus revenue · Q2 2026
$2.5B
Analysts
11
Expected report
Jul 30, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 11 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $2.3B | $2.5B | $2.6B |
| EPS | $1.34 | $1.43 | $1.58 |
| EBITDA | $1.5B | $1.6B | $1.6B |
| EBIT | $1.5B | $1.6B | $1.6B |
| Net income | $1.3B | $1.4B | $1.4B |
- Revenue$2.5B
- EPS$1.43
- EBITDA$1.6B
- EBIT$1.6B
- Net income$1.4B
Historical beat/miss
Actual reported results vs. analyst consensus at the time. Positive = beat, negative = miss.
| Period | Rev. actual | Rev. est. | Rev. surprise | EPS actual | EPS est. | EPS surprise |
|---|---|---|---|---|---|---|
| Q1 2026 | $2.3B | $2.2B | +7.6% | $1.39 | $1.26 | +10.1% |
| Q4 2025 | $5.7B | $1.8B | +215.3% | $1.12 | $1.14 | -1.7% |
- Q1 2026+7.6%+10.1%
- Q4 2025+215.3%-1.7%
Estimate revisions
How analyst consensus estimates have changed over the past 90 days.
Revision trends appear once we have collected at least two daily snapshots for this period.
Community vs analysts
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Analyst price target
Based on price targets from 4 analysts.
- Low
- $112.00
- Consensus
- $134.13
- Median
- $125.00
- High
- $187.00
- Current
- $95.53
- Upside
- +40.4%
Upside calculated vs most recent trading price of $95.53.
Analyst ratings
Consensus: Buy — based on 27 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 21, 2026 | Morgan Stanley | maintain | Overweight | Overweight |
| Jul 20, 2026 | HSBC | maintain | Buy | Buy |
| Jul 17, 2026 | Oppenheimer | maintain | Outperform | Outperform |
| Jul 13, 2026 | RBC Capital | maintain | Outperform | Outperform |
| Jul 13, 2026 | Evercore ISI Group | maintain | Outperform | Outperform |
| Jul 13, 2026 | BMO Capital | maintain | Outperform | Outperform |
| Jul 10, 2026 | Barclays | maintain | Overweight | Overweight |
| May 18, 2026 | TD Cowen | maintain | Hold | Hold |
| May 6, 2026 | UBS | maintain | Buy | Buy |
| May 6, 2026 | TD Cowen | maintain | Hold | Hold |
- Jul 21, 2026Morgan StanleyOverweight
- Jul 20, 2026HSBCBuy
- Jul 17, 2026OppenheimerOutperform
- Jul 13, 2026RBC CapitalOutperform
- Jul 13, 2026Evercore ISI GroupOutperform
- Jul 13, 2026BMO CapitalOutperform
- Jul 10, 2026BarclaysOverweight
- May 18, 2026TD CowenHold
- May 6, 2026UBSBuy
- May 6, 2026TD CowenHold
Frequently asked questions
KKR & Co. (KKR) Key Financials
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