- Carlyle Group’s fee-related earnings for the second quarter reached $323.3 million, an 18% increase year-over-year, surpassing the estimated $298.5 million.
- Total revenue for the quarter was $1.57 billion, a 47% rise compared to the previous year.
- Segment revenue stood at $984 million, beating the estimated $866.4 million.
- The Global Private Equity Fee Revenue slightly decreased by 0.9% year-over-year to $309.3 million, yet it exceeded the estimate of $307.4 million.
- Global Credit Fee Revenue saw a substantial increase of 24% year-over-year, reaching $239.6 million, higher than the predicted $208.3 million.
- Global Investment Solutions Fee Revenue increased significantly by 56% year-over-year to $127.3 million, surpassing the expected $111.6 million.
- The firm’s assets under management totaled $465 billion, reflecting a 6.9% increase year-over-year and exceeding the estimate of $459.44 billion.
- Inflows during the quarter were $13.44 billion, surpassing the estimate of $10.15 billion.
- Outflows, including realizations, amounted to -$10.52 billion, higher than the estimated -$8.32 billion.
- Fee-earning assets under management were $325 billion, a 5.9% increase year-over-year and slightly above the estimated $324.12 billion.
- The company realized proceeds totaling $7.6 billion.
- Carry fund returns experienced a 2% increase.
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A look at Carlyle Group / Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 3 | |
| Growth | 3 | |
| Resilience | 3 | |
| Momentum | 5 | |
| OVERALL SMART SCORE | 3.4 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
According to Smartkarma Smart Scores, Carlyle Group has received a positive overall outlook. With a high momentum score of 5, the company is showing strong performance in the market. This indicates a potential for sustainable growth and good returns in the future. Additionally, Carlyle Group scored a 3 in value, dividend, growth, and resilience, showing a well-rounded performance across these key factors.
The Carlyle Group Inc. is a global investment firm that manages investment vehicles across corporate private equity, real assets, global credit, and investment solutions. Serving clients worldwide, Carlyle Group’s balanced scores in key areas suggest a stable and promising long-term outlook for investors.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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