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The Carlyle Group
The Carlyle Group (CG) investor relations material
The Carlyle Group Goldman Sachs U.S. Financial Services Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs U.S. Financial Services Conference summary9 Dec, 2025
Macro and industry outlook
Portfolio companies show strong global growth prospects, with 2026 expected to be a healthy deal environment as rates decline and financing markets remain robust.
M&A activity is accelerating, IPO markets are opening, and confidence levels are high, though geopolitical risks remain a caveat.
Private equity business priorities and performance
Focus remains on performance improvement, fundraising (notably CP9), and scaling subscale businesses, especially leveraging strengths in aerospace and defense.
No radical strategy shifts are planned; emphasis is on continuity and leveraging long-term track record.
CP7 is underperforming but improving, while CP8 is delivering strong returns and sets a positive stage for CP9 fundraising.
Growth outside the flagship fund is expected in European technology, Japan, and real estate, with wealth channel products like CPEP contributing over time.
Monetization and fundraising trends
Monetizations reached $32 billion through Q3, up 30%-35%, with a strong backlog of deals closed and optimism for further acceleration in 2026.
Fundraising momentum is high, with $45 billion raised YTD and a $50 billion target for the year; nearly all flagship products will be in market over the next 18-24 months.
Management fee growth is expected to be meaningful in the coming years as new funds turn on fees, despite timing differences in accrual.
How to reinvigorate PE franchise growth?
Future wealth product strategy and partnerships?
Aggressive capital return with higher PRE?
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Latest summaries
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Strong growth in customers, profits, and deposits, with stable asset quality and global milestones. - 3407
Net income rose 22.7% year-over-year, with improved financials and a revised upward forecast. - RYM
Refreshed strategy targets NZD 150m cash flow uplift, NZD 500m cash release, and resumed dividends by FY 2028. - 9101
Profits fell across most segments, but energy shipping and a major acquisition stood out. - 4626
Double-digit profit and sales growth, with strong segment results and a stock split impact. - 2371
Revenue up 21.5% YoY, but profit down on higher investments; LiPLUS Holdings acquired. - 3401
Major impairments and divestitures led to a net loss and lower revenue across all segments. - 8002
Profit forecast raised to ¥540.0B and annual dividend to ¥107.50 per share after strong results. - COF
Profit rebounded, NTA and occupancy rose, with strong leasing and premium divestment. - NUF
Statutory loss reported, seeds business repositioned, new CEO appointed, all resolutions passed.
Next The Carlyle Group earnings date
Q4 20256 Feb, 2026
The Carlyle Group
Next The Carlyle Group earnings date
Q4 20256 Feb, 2026
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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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