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as of 09-04-2026 3:46pm EST

$47.06
$0.48
-1.01%
Stocks Finance Investment Managers Nasdaq

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
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:
2.93%
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

Earnings Transcripts

SEC 8-K filings with transcript text

View All
2026
Q2

Q2 2026 Earnings

8-K BUY

Aug 5, 2026 · 100% conf.

AI Prediction BUY

1D

+1.12%

$50.40

Act: -1.93%

5D

+5.93%

$52.80

Act: -3.15%

20D

+3.35%

$51.51

Price: $49.84 Prob +5D: 100% AUC: 1.000
0001527166-26-000036

EX-99.1

2 cg202606308-kexx991.htm

EX-99.1

CG 2026.06.30 8-K EX-99.1

Page | 1

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

Forward-Looking Statements

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

2026
Q1

Q1 2026 Earnings

8-K

May 7, 2026

0001527166-26-000023

EX-99.1

2 cg202603318-kexx991.htm

EX-99.1

CG 2026.03.31 8-K EX-99.1

Page | 1

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

Forward-Looking Statements

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

2025
Q4

Q4 2025 Earnings

8-K

Feb 6, 2026

0001527166-26-000002

EX-99.1

2 cg202512318-kexx991.htm

EX-99.1

CG 2025.12.31 8-K EX-99.1

Page | 1

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

presentation of Carlyle’s fourth quarter and full-year 2025 results can be viewed at ir.carlyle.com.

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 &

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 $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

Forward-Looking Statements

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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