KKR REAL ESTATE FINANCE TRUS (KREF) Earnings History & Surprises

NYSE:KREFUS48251K1007

Current stock price

6.125 USD
+0.11 (+1.74%)
Last:

KREF Earnings overview

Past quarterly earnings results for KKR REAL ESTATE FINANCE TRUS (KREF), including EPS and revenue actuals, analyst estimates, and surprise percentages. This page focuses on historical performance (not forecasts).

Earnings Snapshot

Next Earnings Date

Upcoming
Release Date
Apr 21, 2026
Period
Q1 / 2026
EPS Estimate
$0.11
Revenue Estimate
26.775M

Last Reported

Most Recent
Release Date
Feb 3, 2026
Period
Q4 / 2025
EPS Reported
$0.22
EPS Surprise
43.79%
Revenue Surprise
-2.31%

Beat Rate

Last 8 Quarters
44%
EPS and Revenue beats vs estimates

Quarterly Earnings Historical Results

EPS & Revenue History (in USD): Actual vs estimated values, surprises, q2q growth and acceleration numbers quarterly history.

QuarterEPSEPS EstEPS SurpriseEPS Q2QRevenueRevenue EstRevenue SurpriseRevenue Q2Q
Q4 2025 0.22 0.15 43.79% 204.76% 25.792M 26.401M -2.31% -26.59%
Q3 2025 -0.03 0.10 -129.41% -108.11% 25.334M 31.028M -18.35% -31.54%
Q2 2025 -0.04 -0.08 49.72% 97.45% 30.171M 32.666M -7.64% -25.38%
Q1 2025 0.25 0.17 44.18% -35.90% 31.341M 35.924M -12.76% -19.93%
Q4 2024 -0.21 -0.06 -233.85% 43.24% 35.134M 35.72M -1.64% -24.43%
Q3 2024 0.37 0.35 6.69% 48.00% 37.005M 38.624M -4.19% -17.05%
Q2 2024 -1.57 -1.70 7.74% -427.08% 40.433M 37.556M 7.66% -8.01%
Q1 2024 0.39 0.35 11.37% -18.75% 39.144M 44.557M -12.15% -75.08%
Q4 2023 -0.37 0.11 -425.33% -305.56% 46.492M 47.213M -1.53% -68.65%
Q3 2023 0.25 0.23 10.57% -50.00% 44.612M 43.758M 1.95% -62.35%
Q2 2023 0.48 0.26 83.42% - 43.952M 46.777M -6.04% -53.59%
Q1 2023 0.48 0.48 -0.23% 2.13% 157.1M 48.782M 222.05% 97.11%
Q4 2022 0.18 0.50 -64.11% 460.00% 148.3M 50.32M 194.71% 85.14%
Q3 2022 0.50 0.47 5.80% -19.35% 118.5M 46.594M 154.32% 52.71%
Q2 2022 0.48 0.43 12.49% -11.11% 94.7M 41.667M 127.28% 38.25%
Q1 2022 0.47 0.45 4.28% -14.55% 79.7M 41.412M 92.46% 20.94%
Q4 2021 -0.05 0.10 -151.06% -110.42% 80.1M 41.412M 93.42% 24.19%
Q3 2021 0.62 0.49 25.74% 6.90% 77.6M 38.842M 99.78% 12.79%
Q2 2021 0.54 0.50 8.93% 20.00% 68.5M 38.454M 78.13% 1.18%
Q1 2021 0.55 0.52 6.60% 25.00% 65.9M 36.175M 82.17% -5.18%
Q4 2020 0.48 0.50 -3.35% - 64.5M 36.993M 74.36% -
Q3 2020 0.58 0.45 30.02% - 68.8M 35.562M 93.46% -
Q2 2020 0.45 0.43 5.54% - 67.7M 33.125M 104.38% -
Q1 2020 0.44 0.44 0.88% - 69.5M 31.13M 123.26% -

Notes

  • EPS and Revenue values are non-GAAP when available, otherwise GAAP.
  • Surprise % is (Actual - Estimate) / |Estimate|. Green indicates positive surprise, red negative.
  • Q2Q % is quarter-over-quarter growth. Green indicates growth, red indicates decline.
  • Green right border indicates acceleration for sales or earnings growth. Acceleration is the case when the current Q2Q is above the previous Q2Q.

Earnings Q2Q Performance Trends

EPS Historical Q2Q growth and Acceleration

KREF EPS Q2Q GrowthKREF EPS Q2Q GrowthEPS Q2Q Growth Q1/21 Q4/21 Q3/22 Q2/23 Q1/24 Q4/24 Q3/25 Q2/26 Q1/27 Q4/27 Q3/28 0 200 -200 400 -400 600

Revenue Historical Q2Q growth and Acceleration

KREF Revenue Q2Q GrowthKREF Revenue Q2Q GrowthRevenue Q2Q Growth Q1/21 Q3/21 Q1/22 Q3/22 Q1/23 Q3/23 Q1/24 Q3/24 Q1/25 Q3/25 Q1/26 Q3/26 0 50 -50

Surprise distribution (Last 4 Quarters)

EPS beat statistics

EPS beat (4)
3
Average EPS beat (4)
2.07%
Max EPS beat (4)
49.72%
Min EPS beat (4)
-129.41%

Revenue beat statistics

Revenue beat (4)
0
Average Revenue beat (4)
-10.26%
Max Revenue beat (4)
-2.31%
Min Revenue beat (4)
-18.35%

Analysis

In the last 4 quarters, KREF has beaten EPS estimates in 3 out of 4 releases
KREF has not beaten revenue estimates in any of the last 4 earnings releases
In the last 4 quarters, KREF has beaten the EPS estimates by 2.1% on average.
In the last 4 quarters, KREF reported -10.3% below the revenue estimates on average.

KKR REAL ESTATE FINANCE TRUS / KREF Earnings FAQ

Can you provide the last earnings date for KKR REAL ESTATE FINANCE TRUS?

KKR REAL ESTATE FINANCE TRUS (KREF) last reported earnings on 2/3/2026.

Did KREF stock beat earnings estimates in the most recent quarter?

KKR REAL ESTATE FINANCE TRUS (KREF) beat EPS estimates and missed revenue estimates in the most recent quarter.

How often does KKR REAL ESTATE FINANCE TRUS (KREF) beat earnings estimates?

In the last 4 quarters, KKR REAL ESTATE FINANCE TRUS (KREF) has beaten EPS estimates in 3 out of 4 releases.