KKR & Co. Inc. ( KKR ) Q3 2025 Earnings Call November 7, 2025 9:00 AM EST Company Participants Craig Larson - Partner & Head of Investor Relations Robert Lewin - Chief Financial Officer Scott Nuttall - Co-CEO & Director Conference Call Participants Glenn Schorr - Evercore ISI Institutional Equities, Research Division William Katz - TD Cowen, Research Division Alexander Blostein - Goldman Sachs Group, Inc., Research Division Steven Chubak - Wolfe Research, LLC Brian Bedell - Deutsche Bank AG, Research Division Benjamin Budish - Barclays Bank PLC, Research Division Michael Cyprys - Morgan Stanley, Research Division John Barnidge - Piper Sandler & Co., Research Division Patrick Davitt Brian Mckenna - Citizens JMP Securities, LLC, Research Division Craig Siegenthaler - BofA Securities, Research Division Presentation Operator Ladies and gentlemen, thank you for standing by, and welcome to KKR's Third Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.
The private-markets managers leaders sought to counter the gloomy headlines that have dampened the mood of many private-equity investors.
KKR's Q3 earnings beat estimates as AUM rises 16% year over year, driving higher fee income and a 2.2% stock rally.
Although the revenue and EPS for KKR & Co. (KKR) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
KKR & Co and Singapore Telecommunications are in advanced talks to buy more than 80% of ST Telemedia Global Data Centres - which would give them full ownership - for over S$5 billion ($3.9 billion), two people with direct knowledge of the plans said.
KKR-backed telecom network firm FiberCop has filed a complaint with the European Commission, alleging that Italy provided state aid to rival Open Fiber in breach of EU competition rules, three sources with knowledge of the matter said.
KKR is exploring a potential sale of its 40% stake in Pembina Gas Infrastructure, with its holding in the Canadian midstream operator expected to be valued at around $7 billion, four people familiar with the matter said on Wednesday.
KKR has acquired a minority stake in ADNOC Gas Pipeline Assets. The deal follows an oil pipelines partnership between KKR and ADNOC in 2019.
Individual investors are always looking for hints as to where stocks are heading next. Some use fundamental analysis to look for strong earnings growth, reasonable valuations, and manageable debt loads.
U.S.-based KKR has acquired South Korea's cosmetics packaging company Samhwa Co from TPG in a deal valued at 733 billion Korean won ($528 million), Samhwa said on Thursday.
KKR's Q2 earnings beat estimates as AUM hits $686B and fee-related earnings rise 17.4%, lifting the stock in the pre-market trading.
KKR & Co. Inc. (NYSE:KKR ) Q2 2025 Earnings Call July 31, 2025 9:00 AM ET Company Participants Craig Larson - Partner & Head of Investor Relations Robert Howard Lewin - Chief Financial Officer Scott C. Nuttall - Co-CEO & Director Conference Call Participants Alexander Blostein - Goldman Sachs Group, Inc., Research Division Arnaud Maurice Andre Giblat - BNP Paribas Exane, Research Division Benjamin Elliot Budish - Barclays Bank PLC, Research Division Patrick Davitt - Unidentified Company Autonomous - Unidentified Company Steven Joseph Chubak - Wolfe Research, LLC Brian Bertram Bedell - Deutsche Bank AG, Research Division William Raymond Katz - TD Cowen, Research Division Brian J.