- Carlyle Group’s fee-related earnings for Q3 reached $311.9 million, marking a 12% increase year-over-year, but fell short of the estimated $344.9 million.
- Distributable income per share was reported at 96 cents, slightly below the estimate of $1.00.
- The company recorded a total revenue of $332.7 million, representing an 87% decrease compared to the same quarter last year.
- Segment revenue totaled $782.5 million, down by 13% year-over-year, and below the expected $978.7 million.
- Global Private Equity Fee Revenue saw a slight decline of 1% year-over-year to $301.5 million, just under the estimated $304.6 million.
- Global Credit Fee Revenue increased by 3.9% year-over-year to $200.7 million, though it did not meet the forecasted $221.6 million.
- Assets under management grew by 6% to $474 billion, nearly reaching the estimated $475.71 billion.
- Inflows surpassed expectations, totaling $16.9 billion compared to the estimated $13.47 billion.
- Fee-earning assets under management increased by 5.7% year-over-year to $332 billion, slightly below the anticipated $332.98 billion.
- Realized proceeds amounted to $6.1 billion.
- Carry fund returns achieved a 2% gain.
- Carlyle AlpInvest Fee Revenue rose significantly to $151.5 million, compared to $92.5 million in the previous year.
Carlyle Group / on Smartkarma
Analysts at Smartkarma, including Ξ±SK, have recently published a bullish primer on Carlyle Group (CG US) in September 2025. The report highlights Carlyle’s strength in its diversified asset management portfolio, encompassing private equity, global credit, and investment solutions. This diversification strategy helps mitigate market volatility risks and enables the firm to capitalize on synergies across different segments. Additionally, Carlyle’s proactive approach to international expansion, especially in Asia, along with its focus on innovation and sustainability, indicates a keen awareness of evolving market dynamics.
The analysis also praises Carlyle’s experienced leadership team and solid financial performance history. With a track record of generating substantial Fee-Related Earnings (FRE) and maintaining a healthy FRE margin, the firm demonstrates operational efficiency and financial strength. Investors looking for a well-rounded investment opportunity may find Carlyle Group an attractive prospect, as suggested by the positive sentiment conveyed in the analyst coverage report by Smartkarma.
A look at Carlyle Group / Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 3 | |
| Growth | 3 | |
| Resilience | 3 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 3.2 |
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
Analysts from Smartkarma have evaluated Carlyle Group’s long-term outlook using Smart Scores, which rates companies on various factors. Carlyle Group received an overall outlook score that indicates a positive trajectory for the company. With balanced scores across key areas, including Value, Dividend, Growth, Resilience, and Momentum, Carlyle Group is positioned well for the future.
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, the company’s Smart Scores reflect a solid performance across different aspects, suggesting a promising long-term outlook for Carlyle Group.
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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