as of 09-04-2026 3:46pm EST
Carlyle Group is one of the world's largest alternative-asset managers, with $476.9 billion in total AUM, including $336.8 billion in fee-earning AUM, at the end of 2025. The company has three core business segments: global private equity, which includes its private equity, real estate, infrastructure, and natural resources offerings (with $163.6 billion in total AUM and $101.4 billion in fee-earning AUM), global credit ($211.3 billion/$169.5 billion), and investment/fund solutions, known as Carlyle AlphInvest ($101.0 billion/$65.9 billion). The firm primarily serves institutional investors and high-net-worth individuals. Carlyle operates through 29 offices across five continents, serving more than 3,100 active carry fund investors from 87 countries.
| Founded: | 1987 | Country: | United States |
| Employees: | N/A | City: | WASHINGTON |
| Market Cap: | 15.9B | IPO Year: | 2011 |
| Target Price: | $66.43 | AVG Volume (30 days): | 3.6M |
| Analyst Decision: | Buy | Number of Analysts: | 14 |
| Dividend Yield: | Dividend Payout Frequency: | quarterly | |
| EPS: | 0.01 | EPS Growth: | -21.30 |
| 52 Week Low/High: | $39.60 - $69.85 | Next Earning Date: | 05-07-2026 |
| Revenue: | $4,779,800,000 | Revenue Growth: | -11.91% |
| Revenue Growth (this year): | 16.7% | Revenue Growth (next year): | 16.17% |
| P/E Ratio: | 4754.00 | Index: | N/A |
| Free Cash Flow: | -3374900000.0 | FCF Growth: | N/A |
SEC 8-K filings with transcript text
Aug 5, 2026 · 100% conf.
1D
+1.12%
$50.40
Act: -1.93%
5D
+5.93%
$52.80
Act: -3.15%
20D
+3.35%
$51.51
2 cg202606308-kexx991.htm
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Exhibit 99.1
Carlyle Reports Second Quarter 2026 Financial Results
Washington, D.C. and New York, NY – August 5, 2026 – The Carlyle Group Inc. (NASDAQ: CG) today
reported its unaudited results for the second quarter ended June 30, 2026. The full detailed presentation of Carlyle’s
second quarter 2026 results can be viewed at ir.carlyle.com.
U.S. GAAP results for Q2 2026 included income before provision for income taxes of $274 million and a margin on
income before provision for income taxes of 24.4%.
Carlyle Chief Executive Officer Harvey M. Schwartz said, “The second quarter was one of Carlyle’s strongest
quarters in recent years, underscoring the power of our diversified platform. We delivered record Fee Related
Earnings, our highest Distributable Earnings in nearly four years, alongside strong fundraising, and exceptional
realization activity. Carlyle continues to distinguish itself as an industry leader and an outlier in returning capital to
our clients, distributing nearly $7 billion during the quarter and $37 billion over the past year. This performance
reflects the disciplined execution of our strategy and the momentum we continue to build across the firm.”
Dividend
The Board of Directors has declared a quarterly dividend of $0.35 per common share to holders of record at the
close of business on August 17, 2026, payable on August 26, 2026.
Conference Call
Carlyle will host a conference call at 8:30 a.m. EDT on Wednesday, August 5, 2026, to announce its second quarter
2026 financial results. The conference call will be available via public webcast from the Events & Presentations
section of ir.carlyle.com and a replay will also be available on our website soon after the call’s completion.
About Carlyle
Carlyle (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across
three business segments: Global Private Equity, Global Credit, and Carlyle AlpInvest. With $485 billion of assets
under management as of June 30, 2026, Carlyle’s purpose is to connect people, ideas, and capital to fuel growth for
companies and performance for investors. Carlyle employs more than 2,500 people in 28 offices across four
continents. Further information is available at www.carlyle.com. Follow Carlyle on X @OneCarlyle and LinkedIn
at The Carlyle Group.
Page | 2
This press release may contain forward-looking statements within the meaning of Section 27A of the Securities Act
of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These statements
include, but are not limited to, statements related to our expectations, estimates, beliefs, projections, future plans and
strategies, anticipated events or trends, and similar expressions and statements that are not historical facts, including
our expectations regarding the performance of our business, our financial results, our liquidity and capital resources,
contingencies, and our dividend policy. You can identify these forward-looking statements by the use of words such
as “outlook,” “believes,” “expects,” “potential,” “continues,” “may,” “will,” “should,” “seeks,” “approximately,”
“predicts,” “intends,” “plans,” “estimates,” “anticipates,” or the negative version of these words or other comparable
words. Such forward-looking statements are subject to various risks, uncertainties, and assumptions. Accordingly,
there are or will be important factors that could cause actual outcomes or results to differ materially from those
indicated in these statements including, but not limited to, those described in this press release and under the section
entitled “Risk Factors” in our Annual Report on Form 10-K for the year ended December 31, 2025, filed with the
U.S. Securities and Exchange Commission (“SEC”) on February 27, 2026, as such factors may be updated from
time to time in our periodic filings with the SEC, which are accessible on the SEC’s website at www.sec.gov. These
factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements
that are included in this press release and in our other periodic filings with the SEC. We undertake no obligation to
publicly update or review any forward-looking statements, whether as a result of new information, future
developments, or otherwise, except as required by applicable law.
This press release does not constitute an offer for any Carlyle fund.
Contacts:
Investor Relations
Media
Daniel Harris
Brittany Bensaull
Phone: +1 (212) 813-4527
Phone: +1 (212) 813-4839
daniel.harris@carlyle.com
brittany.bensaull@carlyle.com
May 7, 2026
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Exhibit 99.1
Carlyle Reports First Quarter 2026 Financial Results
Washington, D.C. and New York, NY – May 7, 2026 – The Carlyle Group Inc. (NASDAQ: CG) today reported
its unaudited results for the first quarter ended March 31, 2026. The full detailed presentation of Carlyle’s first
quarter 2026 results can be viewed at ir.carlyle.com.
U.S. GAAP results for Q1 2026 included loss before provision (benefit) for income taxes of $179 million and a
margin on loss before provision (benefit) for income taxes of 70.5%.
Carlyle Chief Executive Officer Harvey M. Schwartz said, “Our first quarter results reflect continued momentum
executing against our strategic plan. Carlyle AlpInvest delivered another quarter of exceptional growth, fundraising
for both institutional and wealth clients had a strong start to the year, and we had a record quarter for U.S. Buyout
realizations – each reinforcing our confidence in the path to achieving the 2028 targets we laid out at our February
Shareholder Update. We remain disciplined and focused, and our conviction in Carlyle's long-term earnings
trajectory has never been stronger.”
Dividend
The Board of Directors has declared a quarterly dividend of $0.35 per common share to holders of record at the
close of business on May 18, 2026, payable on May 28, 2026.
Conference Call
Carlyle will host a conference call at 8:30 a.m. EDT on Thursday, May 7, 2026, to announce its first quarter 2026
financial results. The conference call will be available via public webcast from the Events & Presentations section
of ir.carlyle.com and a replay will also be available on our website soon after the call’s completion.
About Carlyle
Carlyle (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across
three business segments: Global Private Equity, Global Credit, and Carlyle AlpInvest. With $475 billion of assets
under management as of March 31, 2026, Carlyle’s purpose is to invest wisely and create value on behalf of its
investors, portfolio companies, and the communities in which we live and invest. Carlyle employs more than 2,500
people in 28 offices across four continents. Further information is available at www.carlyle.com. Follow Carlyle on
X @OneCarlyle and LinkedIn at The Carlyle Group.
Page | 2
This press release may contain forward-looking statements within the meaning of Section 27A of the Securities Act
of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These statements
include, but are not limited to, statements related to our expectations, estimates, beliefs, projections, future plans and
strategies, anticipated events or trends, and similar expressions and statements that are not historical facts, including
our expectations regarding the performance of our business, our financial results, our liquidity and capital resources,
contingencies, and our dividend policy. You can identify these forward-looking statements by the use of words such
as “outlook,” “believes,” “expects,” “potential,” “continues,” “may,” “will,” “should,” “seeks,” “approximately,”
“predicts,” “intends,” “plans,” “estimates,” “anticipates,” or the negative version of these words or other comparable
words. Such forward-looking statements are subject to various risks, uncertainties, and assumptions. Accordingly,
there are or will be important factors that could cause actual outcomes or results to differ materially from those
indicated in these statements including, but not limited to, those described in this press release and under the section
entitled “Risk Factors” in our Annual Report on Form 10-K for the year ended December 31, 2025, filed with the
U.S. Securities and Exchange Commission (“SEC”) on February 27, 2026, as such factors may be updated from
time to time in our periodic filings with the SEC, which are accessible on the SEC’s website at www.sec.gov. These
factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements
that are included in this press release and in our other periodic filings with the SEC. We undertake no obligation to
publicly update or review any forward-looking statements, whether as a result of new information, future
developments, or otherwise, except as required by applicable law.
This press release does not constitute an offer for any Carlyle fund.
Contacts:
Public Investor Relations
Media
Daniel Harris
Brittany Bensaull
Phone: +1 (212) 813-4527
Phone: +1 (212) 813-4839
daniel.harris@carlyle.com
brittany.bensaull@carlyle.com
Feb 6, 2026
2 cg202512318-kexx991.htm
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Exhibit 99.1
Carlyle Reports Fourth Quarter and Full-Year 2025 Financial Results
Washington, D.C. and New York, NY – February 6, 2026 – The Carlyle Group Inc. (NASDAQ: CG) today
reported its unaudited results for the fourth quarter and full-year ended December 31, 2025. The full detailed
For the fourth quarter and full-year ended December 31, 2025, U.S. GAAP results included income before provision
for income taxes of $462 million and $1.2 billion, respectively, and a margin on income before provision for income
taxes of 24.3% and 24.3%, respectively.
Carlyle Chief Executive Officer Harvey M. Schwartz said, “2025 was a record year for Carlyle, and we significantly
outperformed the targets we set at the beginning of the year. We delivered record Fee Related Earnings and strong
fundraising across the platform, reflecting disciplined execution of our strategy and continued confidence from our
investors. As we look ahead to 2026, we enter the year with strong momentum and remain focused on delivering
long-term value for our global investors and shareholders.”
Dividend
The Board of Directors has declared a quarterly dividend of $0.35 per common share to holders of record at the
close of business on February 16, 2026, payable on February 20, 2026. For full-year 2025, the Board of Directors
declared $1.40 in aggregate distributions to common shareholders.
Conference Call
Carlyle will host a conference call at 8:30 a.m. EST on Friday, February 6, 2026, to announce its fourth quarter and
full-year 2025 financial results. The conference call will be available via public webcast from the Events &
completion.
About Carlyle
Carlyle (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across
three business segments: Global Private Equity, Global Credit, and Carlyle AlpInvest. With $477 billion of assets
under management as of December 31, 2025, Carlyle’s purpose is to invest wisely and create value on behalf of its
investors, portfolio companies, and the communities in which we live and invest. Carlyle employs more than 2,500
people in 27 offices across four continents. Further information is available at www.carlyle.com. Follow Carlyle on
X @OneCarlyle and LinkedIn at The Carlyle Group.
Page | 2
This press release may contain forward-looking statements within the meaning of Section 27A of the Securities Act
of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These statements
include, but are not limited to, statements related to our expectations, estimates, beliefs, projections, future plans and
strategies, anticipated events or trends, and similar expressions and statements that are not historical facts, including
our expectations regarding the performance of our business, our financial results, our liquidity and capital resources,
contingencies, and our dividend policy. You can identify these forward-looking statements by the use of words such
as “outlook,” “believes,” “expects,” “potential,” “continues,” “may,” “will,” “should,” “seeks,” “approximately,”
“predicts,” “intends,” “plans,” “estimates,” “anticipates,” or the negative version of these words or other comparable
words. Such forward-looking statements are subject to various risks, uncertainties, and assumptions. Accordingly,
there are or will be important factors that could cause actual outcomes or results to differ materially from those
indicated in these statements including, but not limited to, those described in this press release and under the section
entitled “Risk Factors” in our Annual Report on Form 10-K for the year ended December 31, 2024, filed with the
U.S. Securities and Exchange Commission (“SEC”) on February 27, 2025, as such factors may be updated from
time to time in our periodic filings with the SEC, which are accessible on the SEC’s website at www.sec.gov. These
factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements
that are included in this press release and in our other periodic filings with the SEC. We undertake no obligation to
publicly update or review any forward-looking statements, whether as a result of new information, future
developments, or otherwise, except as required by applicable law.
This press release does not constitute an offer for any Carlyle fund.
Contacts:
Public Investor Relations
Media
Daniel Harris
Brittany Bensaull
OR
Kristen Ashton
Phone: +1 (212) 813-4527
Phone: +1 (212) 813-4839
Phone: +1 (212) 813-4763
daniel.harris@carlyle.com
brittany.bensaull@carlyle.com
kristen.ashton@carlyle.com
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