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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 growth momentum
Achieved record financial results in 2025, including $1.24B in Fee Related Earnings (FRE), a 50% increase from 2023, and a 47% FRE margin, up 1,000 basis points.
Distributable Earnings reached $1.7B, $4+ per share, up 11%, with fee revenues at $2.6B, reflecting 7% organic growth.
Overhauled leadership, compensation, and capital allocation strategies, aligning teams and investing in scalable growth initiatives.
Diversified business across strategies, geographies, and channels, with a focus on client-centric, multi-product solutions.
Set ambitious 2028 targets: $1.9B+ FRE, $2.8B+ management fees, 50%+ FRE margin, $200B+ cumulative inflows, and $6+ DE per share.
Business segment performance and growth
Global Credit AUM surpassed $211B, with nearly half in perpetual capital, and fee-related earnings nearly doubled over three years.
Private Equity delivered strong returns: 29% gross IRR in US, 26% globally, and 17% in real assets, with significant realization activity and capital returned to LPs.
AlpInvest achieved high organic growth, now 22% of firm-wide FRE, with $40B inflows in three years and a 25-year track record.
Asset-Backed Finance scaled from zero to $10B since 2021, leveraging structural market shifts and diversified capital sources.
Wealth business expanded evergreen AUM 3x in three years, targeting $40B inflows from 2026-2028, and deepened distribution relationships.
Client business and inflows
Transitioned to a client-centric, multi-product approach, integrating global wealth and leveraging advanced analytics.
Exceeded 2025 inflows target by 35%, raising $54B in 2025 and $95B over two years across 30 strategies.
Targeting $200B+ inflows from 2026-2028, with $40B+ expected from wealth evergreen solutions.
Diversified client base includes 3,200+ limited partners across 87 countries, with 450+ new LPs in the past three years.
Wealth and retirement channels expected to contribute 20% of inflows, with diversification providing resilience against market cycles.
What is the strategy for scaling insurance solutions?
How does AlpInvest's data advantage drive returns?
Detail the impact of the $2BN share repurchase.
Identify key funds driving the $200B inflow target
Illustrate AI's competitive edge in deal diligence
How will the new $2B share repurchase be deployed?
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Latest events from The Carlyle Group
- Record AUM, earnings, and fundraising, with $1.40/share dividends and strong 2026 momentum.CG
Q4 202510 Apr 2026 - 2026 outlook is optimistic, with strong fundraising, monetization, and product expansion.CGGoldman Sachs U.S. Financial Services Conference3 Feb 2026
- AUM hit $435B, net income rebounded, and distributable earnings reached $343M in Q2 2024.CGQ2 20242 Feb 2026
- Record margins and robust growth driven by new leadership, efficiency, and strategic focus.CGMorgan Stanley US Financials, Payments & CRE Conference 20241 Feb 2026
- Record Q3: $596M net income, $2.64B revenue, 17% AUM growth, 47% FRE margin.CGQ3 202415 Jan 2026
- Record growth and strong market momentum position the firm for continued expansion in 2025.CGGoldman Sachs 2024 U.S. Financial Services Conference11 Jan 2026
- Record $441B AUM, $1.1B FRE, $1.02B net income, and $1B+ returned to shareholders in 2024.CGQ4 20248 Jan 2026
- Record Q1: $311M FRE, $455M DE, $130M net income, $453B AUM, and $0.35 dividend declared.CGQ1 20258 Jan 2026
- Record financial results, strong governance, and enhanced pay-for-performance drive 2025 agenda.CGProxy Filing1 Dec 2025
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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