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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Tikehau Capital
Tikehau Capital (TKO) investor relations material
Tikehau Capital Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 TU earnings summary22 Oct, 2026
Executive summary
€2.2bn returned to LPs in 9M 2026, including €1.1bn in Q3, the highest quarterly total of the year.
Activity is expected to accelerate in Q4, supported by signed Private Equity transactions and exits and an active fundraising pipeline.
Financial highlights
Fee-Paying AuM reached €42.5bn at 30 Sep 2026, up 6% YoY at constant perimeter; total AuM was €51.7bn, up 3% at constant perimeter.
€3.4bn deployed and €1.9bn realized in 9M 2026; €2.2bn raised and €2.2bn of LP distributions and returns of capital.
Investment portfolio fair value was €4.0bn at 30 Sep 2026, versus €4.4bn at 31 Dec 2025; available resources were €1.5bn.
Outlook and guidance
Q4 fundraising is expected at €1.5bn–€2.0bn; AuM is expected to reach €52.0bn–€52.5bn at 31 Dec 2026, at constant Capital Markets Strategies AuM versus 30 Sep.
More than €200m of Private Equity transactions and three signed exits are expected to close in Q4.
Conditions to meet 2026 net income and ROE objectives are not in place at this stage; FRE generation remains solid and broadly in line with the lower end of the objective range.
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Latest events from Tikehau Capital
- Net result doubled to €165m, AuM reached €53.5bn, and liquidity remains robust.TKO
H1 2026 - AuM rose 7% YoY to €53.0bn, driven by strong inflows and strategic exits in Q1 2026.TKOQ1 2026 TU
- Record AuM of €52.8bn, double-digit profit growth, and strong international inflows.TKOH2 2025 & Status update
- AuM hit €51.1bn with record fundraising and deployment, targeting €7.2bn net inflows for FY25.TKOQ3 2025 TU
- Net profit up 50% to €86.5m, AuM at €51.0bn, and record €4.0bn net inflows in H1 2025.TKOH1 2025
- AuM up 12.4% YoY to €47.1bn, with strong fundraising and accelerating profit outlook.TKOQ3 2024 TU
- Record net inflows and double-digit AuM growth set the stage for H2 acceleration.TKOH1 2024
- Record inflows, higher dividend, and strong ESG and global growth highlighted at AGM.TKOAGM 2025
- Record fundraising, AuM growth, and profit acceleration highlight a strong 2024.TKOH2 2024
Next Tikehau Capital earnings date
Q4 202625 Feb, 2027
Tikehau Capital
Next Tikehau Capital earnings date
Q4 202625 Feb, 2027
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Frequently asked questions
Tikehau Capital is a France-based asset management and investment company specializing in a diverse range of asset classes. These include Private Debt, featuring senior debt, unitranche, mezzanine, and collateralized loan obligations; Real Estate, focusing on commercial property and sale and lease-back transactions; Private Equity, with investments in both listed and non-listed companies; and Liquid Strategies. The company is headquartered in Paris, France, and its shares are listed on the Euronext Paris.