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The Carlyle Group
The Carlyle Group (CG) investor relations material
The Carlyle Group Investor update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor update summary26 Feb, 2026
Strategic transformation and leadership
Executed a multi-year transformation focused on diversification, operational discipline, and leadership renewal, including over a dozen senior leadership changes.
Built a diversified business model across strategies, geographies, and channels, with a client-centric approach.
Overhauled compensation and capital allocation to align with stakeholders and support scalable growth.
Investing in talent and technology, increasing professionals by over 35% in four years, and expanding global reach.
CEO perspectives and strategic focus
Achieved record results in 2025, including all-time highs in FRE, FRE margin, AUM, and inflows, with industry-leading realization activity.
Focused strategy and operational model drove 20% CAGR in FRE and 11% CAGR in DE/share from 2023 to 2025.
Exceeded financial targets over the past two years, with inflows and FRE margin surpassing goals by significant margins.
Set ambitious 2028 targets: $1.9B+ FRE, $2.8B+ management fees, 50%+ FRE margin, $6+ DE/share, and $200B+ inflows.
Financial performance and targets
Achieved record Fee Related Earnings (FRE) of $1.24B in 2025, up 50% from 2023, with a 47% FRE margin.
Distributable Earnings reached $1.7B ($4+ per share), up 11%, and fee revenues hit $2.6B, reflecting 7% organic growth.
Fee revenues grew 10% in 2025 to $2.6B, driven by Carlyle AlpInvest and Global Credit.
Distributable earnings per share rose 24% since 2023, reaching $4.02 in 2025.
2028 targets include $3.7B+ fee revenues, $1.9B+ FRE, and $6+ DE/share, supported by operational discipline and platform scaling.
What is the strategy for scaling insurance solutions?
How does AlpInvest's data advantage drive returns?
Detail the impact of the $2BN share repurchase.
How does AI directly enhance investment outcomes?
What underpins confidence in $200B inflows target?
Prioritize capital return vs. growth investments
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Next The Carlyle Group earnings date
Q1 20267 May, 2026
The Carlyle Group
Next The Carlyle Group earnings date
Q1 20267 May, 2026
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Frequently asked questions
Massive Investment Firm
The Carlyle Group is an American investment firm with multinational operations. The company specializes in three key business segments: Global Private Equity, Global Credit, and Global Investment Solutions. It operates across various industries, including technology, media, telecommunications, healthcare, industrial, transportation, and consumer and retail. The company is headquartered in Washington, D.C. and its shares are listed on the Nasdaq.
Leveraged Buyouts
The Carlyle Group was established in 1987. Its early focus was on leveraged buyouts and private equity investments, primarily in the defense and aerospace sectors. This focus aligned with the founders' backgrounds and the political and economic climate of the time, especially in Washington, D.C., where the firm is headquartered. Today, Carlyle is one of the world's largest private equity firms, with a broad portfolio encompassing various sectors and geographies. It has evolved from a firm specializing in leveraged buyouts and defense sector investments to a global investment powerhouse with a diverse range of assets and strategies. Some examples of publicly traded companies similar to Carlyle are Blackstone, KKR, and Apollo Global Management.
Global Private Equity
Global Private Equity is the company’s largest business segment and its main driver of revenue, representing a significant portion of its assets under management Carlyle engages in a range of investment activities, focusing on acquiring and managing equity in private companies across various industries and geographies. Carlyle leverages its deep industry expertise, extensive global network, and significant capital resources to identify and invest in companies with the potential for value creation. The firm employs a hands-on approach, often actively participating in the strategic management of its portfolio companies to drive growth and operational improvements. Investments span multiple sectors, including technology, healthcare, industrial, consumer, and financial services.
Global Credit and Global Investment Solutions
In its Global Credit segment, Carlyle specializes in credit investments, offering a range of strategies that include direct lending, structured credit, and distressed credit. This segment caters to borrowers often underserved by traditional banks, providing flexible financing solutions.
The Global Investment Solutions division focuses on investment solutions across various asset classes. It offers customized portfolios, co-investment opportunities, and advisory services, primarily to institutional investors. It encompasses fund-of-funds, secondary investments, and private equity access programs, providing clients with tailored investment solutions.
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