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Side-by-side financial comparison of KKR & Co. (KKR) and Omnicom Group (OMC). Click either name above to swap in a different company.
Omnicom Group is the larger business by last-quarter revenue ($6.2B vs $5.7B, roughly 1.1× KKR & Co.). KKR & Co. runs the higher net margin — 20.0% vs 6.7%, a 13.3% gap on every dollar of revenue. On growth, KKR & Co. posted the faster year-over-year revenue change (76.1% vs -16.2%). Over the past eight quarters, Omnicom Group's revenue compounded faster (27.3% CAGR vs -22.9%).
KKR & Co. Inc., also known as Kohlberg Kravis Roberts & Co., is an American global private equity and investment company. As of December 31, 2024, the firm had completed 770 private-equity investments with approximately $790 billion of total enterprise value. Its assets under management (AUM) and fee paying assets under management (FPAUM) were $553 billion and $446 billion, respectively.
Omnicom Group Inc. is an American global media, marketing, and corporate communications holding company, headquartered in New York City.
KKR vs OMC — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $5.7B | $6.2B |
| Net Profit | $1.1B | $418.7M |
| Gross Margin | — | — |
| Operating Margin | 45.3% | 10.4% |
| Net Margin | 20.0% | 6.7% |
| Revenue YoY | 76.1% | -16.2% |
| Net Profit YoY | 1.8% | 38.0% |
| EPS (diluted) | — | $1.35 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $6.2B | ||
| Q4 25 | $5.7B | $5.5B | ||
| Q3 25 | $5.5B | $4.0B | ||
| Q2 25 | $5.1B | $4.0B | ||
| Q1 25 | $3.1B | $3.7B | ||
| Q4 24 | $3.3B | $4.3B | ||
| Q3 24 | $4.8B | $3.9B | ||
| Q2 24 | $4.2B | $3.9B |
| Q1 26 | — | $418.7M | ||
| Q4 25 | $1.1B | $-941.1M | ||
| Q3 25 | $900.4M | $341.3M | ||
| Q2 25 | $510.1M | $257.6M | ||
| Q1 25 | $-185.9M | $287.7M | ||
| Q4 24 | $1.1B | $448.0M | ||
| Q3 24 | $600.5M | $385.9M | ||
| Q2 24 | $667.9M | $328.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | -10.6% | ||
| Q3 25 | — | 18.7% | ||
| Q2 25 | — | 16.6% | ||
| Q1 25 | — | 17.1% | ||
| Q4 24 | — | 19.8% | ||
| Q3 24 | — | 19.6% | ||
| Q2 24 | — | 17.7% |
| Q1 26 | — | 10.4% | ||
| Q4 25 | 45.3% | -17.7% | ||
| Q3 25 | 39.8% | 13.1% | ||
| Q2 25 | 30.0% | 10.9% | ||
| Q1 25 | 24.8% | 12.3% | ||
| Q4 24 | 50.4% | 15.9% | ||
| Q3 24 | 34.3% | 15.5% | ||
| Q2 24 | 29.0% | 13.2% |
| Q1 26 | — | 6.7% | ||
| Q4 25 | 20.0% | -17.0% | ||
| Q3 25 | 16.3% | 8.5% | ||
| Q2 25 | 10.0% | 6.4% | ||
| Q1 25 | -6.0% | 7.8% | ||
| Q4 24 | 34.5% | 10.4% | ||
| Q3 24 | 12.5% | 9.9% | ||
| Q2 24 | 16.0% | 8.5% |
| Q1 26 | — | $1.35 | ||
| Q4 25 | — | $-4.78 | ||
| Q3 25 | — | $1.75 | ||
| Q2 25 | — | $1.31 | ||
| Q1 25 | — | $1.45 | ||
| Q4 24 | — | $2.27 | ||
| Q3 24 | — | $1.95 | ||
| Q2 24 | — | $1.65 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $30.9B | — |
| Total Assets | $410.1B | — |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $9.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $6.1B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | $30.9B | $12.0B | ||
| Q3 25 | $29.7B | $4.6B | ||
| Q2 25 | $28.2B | $4.5B | ||
| Q1 25 | $27.5B | $4.4B | ||
| Q4 24 | $23.7B | $4.2B | ||
| Q3 24 | $24.1B | $4.0B | ||
| Q2 24 | $21.7B | $3.6B |
| Q1 26 | — | — | ||
| Q4 25 | $410.1B | $54.4B | ||
| Q3 25 | $398.5B | $28.8B | ||
| Q2 25 | $380.9B | $28.8B | ||
| Q1 25 | $372.4B | $28.1B | ||
| Q4 24 | $360.1B | $29.6B | ||
| Q3 24 | $360.7B | $28.8B | ||
| Q2 24 | $348.5B | $27.3B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.77× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-4.9B | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | -4.28× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-4.9B | $3.0B | ||
| Q3 25 | $2.4B | $477.5M | ||
| Q2 25 | $438.8M | $210.1M | ||
| Q1 25 | $2.5B | $-786.8M | ||
| Q4 24 | $-111.7M | $1.9B | ||
| Q3 24 | $1.9B | $568.7M | ||
| Q2 24 | $3.4B | $-141.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | $3.0B | ||
| Q3 25 | — | $438.4M | ||
| Q2 25 | — | $168.0M | ||
| Q1 25 | — | $-816.3M | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $537.4M | ||
| Q2 24 | — | $-180.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 54.2% | ||
| Q3 25 | — | 10.9% | ||
| Q2 25 | — | 4.2% | ||
| Q1 25 | — | -22.1% | ||
| Q4 24 | — | 43.5% | ||
| Q3 24 | — | 13.8% | ||
| Q2 24 | — | -4.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.7% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | — | 0.8% | ||
| Q2 24 | — | 1.0% |
| Q1 26 | — | — | ||
| Q4 25 | -4.28× | — | ||
| Q3 25 | 2.65× | 1.40× | ||
| Q2 25 | 0.86× | 0.82× | ||
| Q1 25 | — | -2.73× | ||
| Q4 24 | -0.10× | 4.30× | ||
| Q3 24 | 3.12× | 1.47× | ||
| Q2 24 | 5.03× | -0.43× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KKR
| Insurance Segment | $3.5B | 61% |
| Asset Management1 | $703.7M | 12% |
| Transaction Fee | $512.0M | 9% |
| Transaction And Monitoring Fees | $268.7M | 5% |
| Fee Credit | $230.1M | 4% |
| Other | $201.5M | 4% |
| Fixed Annuity | $77.0M | 1% |
| Asset Management Segment | $56.9M | 1% |
| Monitoring Fee | $53.5M | 1% |
| Investment Advice | $40.6M | 1% |
| Fee Related Performance | $33.6M | 1% |
| Interest Sensitive Life | $21.7M | 0% |
| Incentive Fee | $11.0M | 0% |
OMC
Segment breakdown not available.
