The earnings call highlights Carlyle Group's strong financial performance, significant capital returns, successful fundraising, and strategic expansions, despite some challenges in the corporate private equity market.

Company Guidance -

Q3 2025

During The Carlyle Group's second quarter 2025 earnings call, the firm reported significant achievements and upward revisions to its fiscal outlook. The firm achieved a record fee-related earnings (FRE) of $323 million, marking an 18% increase year-over-year, with FRE margins at a record 48%. Assets under management (AUM) reached an unprecedented $465 billion, and distributable earnings (DE) for the first half of the year peaked at $886 million, the highest in the firm's history. Over the past year, Carlyle secured $51 billion in organic inflows, indicating robust investor confidence. The firm also highlighted its strategic deployment of $26 billion in the first half of 2025, a 50% increase from the previous year, and returned nearly $15 billion to investors, tripling the industry average. The firm revised its 2025 outlook, anticipating full-year FRE growth of approximately 10% and inflows of $50 billion, up from prior estimates. Carlyle's Global Credit and Carlyle AlpInvest units also delivered record FRE, with AlpInvest's fee revenues surging over 50% and Global Credit's FRE rising by 37% year-over-year.

Record-Breaking Financial Metrics

FRE reached a record $323 million, up 18% year-over-year, with FRE margins at a record 48%. Record AUM of $465 billion and the highest level of first half DE at $886 million.

Strong Capital Return to Investors

Firm-wide realized proceeds up nearly 40% year-over-year with almost $15 billion returned to investors over the last 12 months, triple the industry average.

Successful Fundraising and Growth

Raised $51 billion in organic inflows over the past 12 months, with $5.1 billion of new capital raised in the quarter and strong fundraising for the latest secondaries fund.

Performance in Global Credit and AlpInvest

Global Credit FRE increased 41% year-over-year with a 46% margin. AlpInvest FRE reached a record $68 million for the quarter, with a year-to-date increase of more than 80%.

Strategic Partnerships and Expansions

New partnerships with UBS and Citigroup, increasing assets in CAPM sixfold over the last year, and expanding presence in the insurance and asset-based finance sectors.

Carlyle Group (CG) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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CG Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 11, 2025	2025 (Q3)	1.02 / -	0.95	―	―	―
Aug 06, 2025	2025 (Q2)	0.89 / 0.91	0.78	16.67% (+0.13)
May 08, 2025	2025 (Q1)	0.95 / 1.14	1.01	12.87% (+0.13)
Feb 11, 2025	2024 (Q4)	0.95 / 0.92	0.86	6.98% (+0.06)
Nov 07, 2024	2024 (Q3)	0.88 / 0.95	0.87	9.20% (+0.08)
Aug 05, 2024	2024 (Q2)	0.83 / 0.78	0.88	-11.36% (-0.10)
May 01, 2024	2024 (Q1)	0.97 / 1.01	0.63	60.32% (+0.38)
Feb 07, 2024	2023 (Q4)	0.78 / 0.86	1.01	-14.85% (-0.15)
Nov 07, 2023	2023 (Q3)	0.72 / 0.87	1.42	-38.73% (-0.55)
Aug 02, 2023	2023 (Q2)	0.67 / 0.88	1.17	-24.79% (-0.29)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CG Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$60.10	$62.90	+4.66%
May 08, 2025	$39.66	$40.96	+3.28%
Feb 11, 2025	$50.76	$48.88	-3.70%
Nov 07, 2024	$53.10	$51.26	-3.47%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Carlyle Group (CG) report earnings?

Carlyle Group (CG) is schdueled to report earning on Nov 11, 2025, TBA (Confirmed).

What is Carlyle Group (CG) earnings time?

Carlyle Group (CG) earnings time is at Nov 11, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is CG EPS forecast?

CG EPS forecast for the fiscal quarter 2025 (Q3) is 1.02.

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