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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.
Carlyle Secured Lending
Carlyle Secured Lending (CGBD) investor relations material
Carlyle Secured Lending Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary6 Nov, 2026
Executive summary
Q3 NII was $0.36 per share on GAAP and adjusted bases, covering the $0.35 base dividend; NAV rose to $15.65 from $15.61 QoQ.
Portfolio fair value was $2.339 billion across 180 companies, with quarter-end liquidity of $598.2 million.
Deployment remained selective amid market uncertainty; management cited a steady pipeline and potential for stronger 2027 activity.
Financial highlights
Investment income was $63.2 million and expenses were $38.2 million, producing $25.0 million of GAAP NII versus $24.0 million in Q2; adjusted NII was $25.1 million.
Net realized and unrealized losses were $1.2 million; net increase in net assets from operations was $23.8 million.
The $0.35 per-share Q4 base dividend was declared, with estimated spillover income of $0.72 per share available to support dividends.
Outlook and guidance
Q4 originations may remain muted; current pipeline activity supported greater optimism for Q1–Q2 2027, subject to improved geopolitical certainty.
Management expects full dividend coverage in future quarters, with potential earnings and supplemental-dividend growth from JV ramp-up and higher rates.
SCP expects a normalized mid-teens yield longer term and expects to deploy its remaining original commitment over the next few quarters.
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Latest events from Carlyle Secured Lending
- Q2 2026 net investment income was $24M, NAV/share fell to $15.61, and portfolio reached $2.4B.CGBD
Q2 2026 - Directors elected and auditor ratified for 2026 with majority shareholder approval.CGBDAGM 2026
- Q1 2026 net investment income was $0.36/share, NAV fell to $15.89, and dividend reset to $0.35.CGBDQ1 2026
- Proxy solicits shareholder votes on key governance and capital structure issues.CGBDProxy filing
- Annual proxy outlines voting proposals and governance, with no filing fee required.CGBDProxy filing
- 2026 meeting to elect directors, ratify auditor, and reinforce governance and compliance.CGBDProxy filing
- Shareholders will vote on authorizing up to 25% share issuance below NAV to enhance capital flexibility.CGBDProxy filing
- Shareholders will vote on authorizing share issuance below NAV to boost capital flexibility.CGBDProxy filing
- Q4 net investment income was $0.47 per share, with strong portfolio quality and a $0.45 dividend.CGBDQ4 2024
Next Carlyle Secured Lending earnings date
Q4 202624 Feb, 2027
Carlyle Secured Lending
Next Carlyle Secured Lending earnings date
Q4 202624 Feb, 2027
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Frequently asked questions
TCG BDC, Inc. is a business development company specializing in first lien debt, senior secured loans, second lien senior secured loans, unsecured debt and investments in equity of small-and micro-cap companies. The firm invests in the form of first lien cash flow term loan, stretch tranche debt investments, unitranche investments, second lien senior secured loan investments and subordinated unsecured convertible debenture investments with warrants or separately. It may invest between $5 million to $25 million in portfolio companies with an enterprise value ranging from $15 million to $100 million. The firm prefers to invest in manufacturing, aerospace, building products and construction materials, chemicals and materials, consumer products and services and contracting services sectors.