Carlyle's earnings power is fundamentally tied to fee generation and performance realizations, with non-interest income constituting 70.4% of total revenue in Q2 2026. However, the firm's balance sheet has undergone a dramatic transformation, with investment s...
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Revenue is dominated by volatile non-interest income, which constituted 70.4% of total revenue in Q2 2026, while net interest margin compression to 1.2% and the emergence of a $249.1 million provision expense highlight the strain on core profitability.
Carlyle operates across private equity, credit, and real assets, providing a diversified revenue stream. The global credit segment is a significant contributor, with substantial assets under management.
The company has set ambitious financial targets, aiming for Fee Related Earnings of at least $1.9 billion by the end of 2028. This focus on recurring revenue streams is a positive indicator.
A $2 billion share repurchase program has been approved, which can increase shareholder value by reducing the number of outstanding shares.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 4, 2026 | $1.07+17.5% vs $0.91 | $1.1B+20.4% vs $924M |
Q2 2026 May 6, 2026 | $0.89-4.5% vs $0.93 | $751M-25.8% vs $1.0B |
Q1 2026 Feb 6, 2026 | $1.01+1.4% vs $1.00 | $1.1B+4.0% vs $1.1B |
Q4 2025 Oct 31, 2025 | $0.98-3.9% vs $1.02 | $781M-21.2% vs $990M |
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Carlyle Group shares have underperformed peers yet offer an asymmetric value opportunity with limited downside risk. CG expects 15% annual growth in fee-related earnings and distributable earnings, supported by durable, recurring income streams and a strong balance sheet. Alpinvest, nearly 25% of CG's AUM, benefits from both current monetization challenges and long-term private asset growth, positioning CG advantageously.
Category Leader Launches Autonomous AI Development Platform to Bring Compounding and Iterative Agentic Capabilities to Supply Chain, Readiness, and Trade Management WASHINGTON, Sept. 10, 2026 /PRNewswire/ -- Exiger, a market-leading supply chain AI company, in partnership with investors Carlyle, Insight Partners, and JMI Equity, today announced its complete AI transformation with the AI-native 1Exiger release, a significant upgrade to the 1Exiger tech stack that is designed to allow customers to harness the agility of AI for supply chain, procurement, and compliance tasks.
Hsbc Holdings PLC lifted its position in shares of Carlyle Group Inc. (NASDAQ: CG) by 33.5% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 283,206 shares of the financial services provider's stock after acquiring an additional 71,039
Benchmark CG against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for The Carlyle Group Inc. (CG)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $40.23 | $14.48B | 18.45 | 40.31% | 16.94% | 12.07% | 3.39% | |
| $124.01 | $97.69B | 31.96 | 21.87% | 22.69% | 16.16% | — | |
| $98.44 | $88.39B | 42.07 | -7.47% | 18% | 3.96% | — | |
| $124.15 | $71.51B | 17.10 | 15.78% | 8.54% | 7.06% | — | |
| $124.72 | $40.96B | 63.63 | 96.21% | 9.97% | 7.43% | — | |
| $45.62 | $17.49B | 37.70 | 79.63% | 4.68% | 4.88% | — |
The Carlyle Group Inc. (CG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
The Carlyle Group Inc. (CG) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
Jun 5, 2026·SEC
Jun 1, 2026·SEC
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The Carlyle Group Inc. (CG) stock FAQ — growth, dividends, profitability & financials explained
The Carlyle Group Inc. (CG) grew revenue by 40.3% over the past year. This is strong growth.
Yes, The Carlyle Group Inc. (CG) is profitable, generating $363.9M in net income for fiscal year 2025 (16.9% net margin).
Yes, The Carlyle Group Inc. (CG) pays a dividend with a yield of 3.39%. This makes it attractive for income-focused investors.
The Carlyle Group Inc. (CG) has a return on equity (ROE) of 12.1%. This is reasonable for most industries.
The Carlyle Group Inc. (CG) has a net interest margin (NIM) of 7.1%. This indicates healthy earnings from lending activities.
The Carlyle Group Inc. (CG) has an efficiency ratio of 40.8%. This is excellent, indicating strong cost control.
