What is KKR & Co.'s strategic holdings — operating income (loss)?

KKR & Co. (KKR) reported strategic holdings — operating income (loss) of $48.3M in Q1 2026.

How has KKR & Co.'s strategic holdings — operating income (loss) changed year-over-year?

KKR & Co.'s strategic holdings — operating income (loss) increased by 53.4% year-over-year, from $31.49M to $48.3M.

What is the long-term trend for KKR & Co.'s strategic holdings — operating income (loss)?

Over 3 years (2022 to 2025), KKR & Co.'s strategic holdings — operating income (loss) has grown at a 45.3% compound annual growth rate (CAGR), from $52.86M to $162.1M.

What does strategic holdings — operating income (loss) mean?

The pre-tax operating profit or loss generated by the strategic holdings business segment.

Business Segments · Operating Income (Loss)

Strategic Holdings — Operating Income (Loss)

KKR & Co. Strategic Holdings — Operating Income (Loss) increased by 10.2% to $48.3M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 53.4%, from $31.49M to $48.3M. Over 3 years (FY 2022 to FY 2025), Strategic Holdings — Operating Income (Loss) shows an upward trend with a 45.3% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementSegment

CategoryProfitability

SignalHigher is better

VolatilityModerate

First reportedQ1 2022

Last reportedQ1 2026May 8, 2026

Rolls up toOperating Income

How to read this metric

Higher operating income indicates successful management and profitability of the strategic asset portfolio, whereas losses suggest operational inefficiencies or underperforming investments.

Detailed definition

This metric measures the core operating profitability of the strategic holdings segment before accounting for tax obliga...

Peer comparison

Similar to segment-level operating income reported by diversified financial institutions or private equity firms with proprietary balance sheet investments.

Metric ID: kkr_segment_strategic_holdings_operating_income_loss

Historical Data

17 periods

	Q1 '22	Q2 '22	Q3 '22	Q4 '22	Q1 '23	Q2 '23	Q3 '23	Q4 '23	Q1 '24	Q2 '24	Q3 '24	Q4 '24	Q1 '25	Q2 '25	Q3 '25	Q4 '25	Q1 '26
Value	$13.22M	$13.22M	$13.22M	$13.22M	$0	$0	$0	$14.53M	$20.72M	$40.85M	$6.83M	$7.81M	$31.49M	$29.12M	$57.66M	$43.83M	$48.3M
QoQ Change	—	+0.0%	+0.0%	+0.0%	-100.0%	—	—	—	+42.6%	+97.2%	-83.3%	+14.4%	+303.1%	-7.5%	+98.0%	-24.0%	+10.2%
YoY Change	—	—	—	—	-100.0%	-100.0%	-100.0%	+10.0%	—	—	—	-46.2%	+52.0%	-28.7%	+744.5%	+461.1%	+53.4%

Range$0 – $57.66M

CAGR+38.3%

Avg YoY Growth+94.6%

Median YoY Growth-9.4%

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Frequently Asked Questions

What is KKR & Co.'s strategic holdings — operating income (loss)?: KKR & Co. (KKR) reported strategic holdings — operating income (loss) of $48.3M in Q1 2026.
How has KKR & Co.'s strategic holdings — operating income (loss) changed year-over-year?: KKR & Co.'s strategic holdings — operating income (loss) increased by 53.4% year-over-year, from $31.49M to $48.3M.
What is the long-term trend for KKR & Co.'s strategic holdings — operating income (loss)?: Over 3 years (2022 to 2025), KKR & Co.'s strategic holdings — operating income (loss) has grown at a 45.3% compound annual growth rate (CAGR), from $52.86M to $162.1M.
What does strategic holdings — operating income (loss) mean?: The pre-tax operating profit or loss generated by the strategic holdings business segment.