KREF Earnings Date: Feb 2, 2027 (Estimated) — KKR Real Estate Finance Trust Inc.
NYSE · Real Estate · REIT - Mortgage
Updated
When is KREF's next earnings date?
KKR Real Estate Finance Trust Inc. (KREF) is expected to report Q4 2026 earnings on Tuesday, February 2, 2027 at 4:00 PM ET (after market close); the date is an estimate and has not been confirmed by the company. The consensus estimate is EPS of -$0.43 on revenue of $14.7M.
How did KREF do in its last earnings report?
In its most recent report on Oct 28, 2026 (Q3 2026), KKR Real Estate Finance Trust Inc. posted EPS of -$2.64 versus the -$0.31 estimate, a miss of 765.0%. Revenue was $14.6M against a $18.4M estimate. The stock's 1-day post-earnings move was +3.6%.
How much does KREF stock move after earnings?
KREF beat EPS estimates in 4 of its last 8 reported quarters. Over the last 8 reports the stock moved an average of 4.1% (up or down) in the day after earnings.
About KKR Real Estate Finance Trust Inc.
KKR Real Estate Finance Trust Inc. (KREF) operates as a mortgage real estate investment trust (REIT), primarily focused on originating and acquiring first-lien debt secured by commercial properties. Its investment strategy includes a range of commercial real estate credit products, such as both leveraged and unleveraged commercial mortgage loans, as well as commercial mortgage-backed securities (CMBS). As an elected REIT, the company is exempt from federal corporate income tax, provided it distributes a minimum of 90% of its taxable income to its shareholders. KREF was established in 2014 and maintains its corporate headquarters in New York, New York.
🤖 AI Earnings Analysis
KREF’s mortgage-REIT results were severely concerning: Q3 revenue fell 40% year over year to $15 million, while EPS plunged to -$2.64 from -$0.03, missing estimates by $2.33. With no reported catalyst or guidance to offset the deterioration, credit and earnings pressure remain the central concern.
AI-generated summary — powered by BigEarnings.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-10-28 | Q3 2026 | -0.31 | -2.64 | -765.01% | $14.6M | ❌ Miss | +3.55% | — | — |
| 2026-07-21 | Q2 2026 | -0.68 | -0.58 | +14.71% | $18.2M | ✅ Beat | -2.37% | -3.43% | -1.06% |
| 2026-04-22 | Q1 2026 | 0.13 | -0.06 | -146.15% | $26.2M | ❌ Miss | -9.10% | -8.06% | -4.34% |
| 2026-02-03 | Q4 2025 | 0.13 | 0.22 | +69.23% | $25.8M | ✅ Beat | -3.66% | -12.71% | -11.13% |
| 2025-10-21 | Q3 2025 | 0.01 | -0.03 | -400.00% | $25.3M | ❌ Miss | -0.57% | -1.83% | -7.25% |
| 2025-04-23 | Q1 2025 | 0.17 | 0.25 | +47.06% | $31.3M | ✅ Beat | -3.67% | -0.33% | -4.31% |
| 2025-02-03 | Q4 2024 | -0.07 | -0.21 | -200.00% | $35.1M | ❌ Miss | +9.65% | +8.95% | +7.45% |
| 2024-10-21 | Q3 2024 | 0.34 | 0.37 | +8.82% | $37.0M | ✅ Beat | -0.08% | -0.08% | -2.14% |
Showing last 8 quarters.