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The Carlyle Group (CG) investor relations material
The Carlyle Group Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary31 Oct, 2025
Executive summary
Delivered strong Q3 2025 results with $17 billion in organic inflows, scaling strategic areas such as Carlyle AlpInvest, Insurance Solutions, and Global Wealth, positioning the firm to exceed updated 2025 financial targets.
Record AUM reached $474 billion as of September 30, 2025, up 6-7% year-over-year, with robust capital raised across key platforms.
Q3 2025 income before provision for income taxes was $86 million, with a margin of 25.8%.
Management expects strong momentum through year-end and into 2026, aiming to exceed updated financial targets.
Financial highlights
Fee Related Earnings (FRE) were $312 million in Q3 2025, up 12% year-over-year; distributable earnings were $368 million ($0.96/share post-tax).
Year-to-date FRE totaled $946 million, up 16% from last year.
Total revenues for Q3 2025 were $2.88 billion, with total expenses of $2.36 billion.
Quarterly dividend declared at $0.35 per share, payable November 19, 2025.
Total fee revenue up 11% in Q3 and 13% YTD, fastest pace in three years.
Outlook and guidance
Confident in exceeding full-year and updated 2025 FRE and inflow targets, with robust pipelines in credit, insurance, and wealth.
Anticipates significant step up in realizations in Q4 and continued growth in 2026.
Impact of Q3 unrealized losses on future carry?
AlpInvest & Insurance Solutions growth strategy
Drivers of the 79% in-carry ratio?
Detail AlpInvest & Insurance Solutions scaling
What drives confidence in exceeding 2025 targets?
What is the significance of $17B organic inflows?
Identify key growth drivers for 2026
Capital allocation priorities beyond repurchases?
ABF platform expansion plans and outlook
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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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