For the quarter ended March 2026, KKR & Co. Inc. (KKR Quick QuoteKKR - Free Report) reported revenue of $1.47 billion, up 22.4% over the same period last year. EPS came in at $1.39, compared to $1.15 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $1.43 billion, representing a surprise of +2.77%. The company delivered an EPS surprise of +8.76%, with the consensus EPS estimate being $1.28.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how KKR & Co. performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Assets Under Management - New Capital Raised: $27.75 billion versus the three-analyst average estimate of $29.79 billion.
• Private Equity - Assets Under Management: $231.05 billion versus the three-analyst average estimate of $235.37 billion.
• Fee Paying Assets Under Management: $614.85 billion versus the three-analyst average estimate of $624.18 billion.
• Real Assets Segment- Ending AUM - Fee-paying AUM: $168.82 billion versus $169.34 billion estimated by three analysts on average.
• Fee Related Earnings- Management Fees: $1.19 billion versus $1.15 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +30% change.
• Credit and Liquid Strategies- Ending AUM - Fee-paying AUM: $292.33 billion versus $298.9 billion estimated by three analysts on average.
• Revenues- Fee Related Earnings: $1.02 billion versus the three-analyst average estimate of $1 billion. The reported number represents a year-over-year change of +23.6%.
• Private Equity- Management Fees: $459.89 million compared to the $433.71 million average estimate based on three analysts. The reported number represents a change of +37.4% year over year.
• Private Equity- Net Monitoring and Transactions Fees: $18.64 million versus $30.25 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -1.5% change.
• Private Equity- Total Fee Related Revenue: $479.37 million versus the three-analyst average estimate of $463.95 million. The reported number represents a year-over-year change of +35.5%.
• Private Equity- Realized Performance Income: $693.64 million versus $505.98 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +107.6% change.
• Capital Markets Segment- Transaction Fees: $223.65 million versus $239.54 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -2.5% change.

View all Key Company Metrics for KKR & Co. here>>>

Shares of KKR & Co. have returned +13.5% over the past month versus the Zacks S&P 500 composite's +9.5% change. The stock currently has a Zacks Rank #5 (Strong Sell), indicating that it could underperform the broader market in the near term.