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The Carlyle Group (CG) investor relations material
The Carlyle Group Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary6 Aug, 2025
Executive summary
Delivered record Q2 2025 results with strong momentum, robust investment activity, and significant capital returned to investors.
Assets under management reached $465B, up 7% year-over-year, with $89B in available capital for investment.
All business segments reported higher distributable and fee-related earnings year-over-year.
Leadership transitions and strategic initiatives announced to support next phase of growth.
Declared a quarterly dividend of $0.35 per share and repurchased or withheld 2.3M shares, totaling $104M.
Financial highlights
Q2 2025 revenue rose 47% year-over-year to $1.57B, with net income up 116% to $319.7M.
Fee Related Earnings were $323M for Q2 2025, up 18% year-over-year; FRE margin at 48%.
Distributable Earnings for Q2 2025 were $431M, up 26% year-over-year.
Management fees increased 16% year-over-year to $620.4M; performance allocations surged 222% to $638.8M.
Operating cash flow for the first half of 2025 was $530.2M, compared to $124.2M in the prior year period.
Outlook and guidance
Upgraded full-year FRE growth outlook to 10%, with management expecting continued growth and long-term value creation.
Tracking toward full-year inflows of $50B, up from previous $40B guidance.
Management notes potential headwinds from market uncertainty, tariffs, and regulatory changes.
What drove the exceptionally strong Q2?
Assess Carlyle's position given market activity.
Explain the purpose of Carlyle.
How will UBS partnership drive growth?
Assess AlpInvest's FRE doubling potential.
Update on Fortitude Re's pipeline activity.
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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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