| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2020 | FY2020 | FY2020 | FY2019 |
|---|---|---|---|---|---|---|---|---|---|---|
| Investment income | $119.2M-50.1% | $238.7M+78.9% | $133.4M-76.6% | $570.5M-10.5% | $637.3M+217.9% | -$540.7M | — | — | — | $769.3M |
| Interest and other income | $215.7M-1.1% | $218.2M+2.9% | $212.1M+56.1% | $135.9M+49.8% | $90.7M+1.2% | $89.6M-7.9% | $97.3M-3.9% | $101.3M | — | $97.3M |
| Interest and other income of Consolidated Funds | $635.3M+0.6% | $631.6M+10.8% | $570.1M+83.3% | $311.0M+22.8% | $253.2M+11.6% | $226.8M+13.9% | $199.2M-7.1% | $214.5M | — | $199.2M |
| Total revenues | $4.78B-11.9% | $5.43B+83.1% | $2.96B-33.2% | $4.44B-49.5% | $8.78B+199.3% | $2.93B+183.6% | $1.03B-8.5% | $1.13B+251.7% | -$745.7M-122.1% | $3.38B |
| Cash-based compensation and benefits | $895.2M+2.3% | $875.5M-14.5% | $1.02B-2.7% | $1.05B+15.9% | $908.0M+6.9% | $849.6M+1.9% | $833.4M+11.6% | $746.7M | — | $833.4M |
| Equity-based compensation | $374.7M-19.9% | $467.9M+87.8% | $249.1M+61.8% | $154.0M-5.6% | $163.1M+55.3% | $105.0M-25.0% | $140.0M-41.6% | $239.9M | — | $140.0M |
| Performance allocations and incentive fee related compensation | $936.3M-31.2% | $1.36B+23.4% | $1.10B+53.3% | $719.9M-75.7% | $2.96B+280.1% | $779.1M+78.4% | $436.7M+16.1% | $376.3M | — | $436.7M |
| Total compensation and benefits | $2.21B-18.4% | $2.70B+13.8% | $2.38B+23.4% | $1.93B-52.2% | $4.03B+132.6% | $1.73B+22.9% | $1.41B+3.5% | $1.36B | — | $1.41B |
| General, administrative and other expenses | $784.3M+17.8% | $665.6M+2.1% | $652.1M+13.3% | $575.8M+33.4% | $431.7M+23.6% | $349.3M-29.3% | $494.4M+7.3% | $460.7M | — | $494.4M |
| Interest | $123.9M+2.4% | $121.0M-2.3% | $123.8M+12.1% | $110.4M-2.6% | $113.3M+20.5% | $94.0M+14.5% | $82.1M-0.1% | $82.2M | — | $82.1M |
| Interest and other expenses of Consolidated Funds | $624.3M+10.5% | $564.9M+34.8% | $419.1M+98.1% | $211.6M+18.5% | $178.5M+9.2% | $163.5M+24.1% | $131.8M-19.9% | $164.6M | — | $131.8M |
| Other non-operating (income) expenses | -$200K+33.3% | -$300K-250.0% | $200K-80.0% | $1.0M-33.3% | $1.5M+120.8% | -$7.2M-653.8% | $1.3M+18.2% | $1.1M | — | $1.3M |
| Total expenses | $3.74B-7.8% | $4.06B+13.6% | $3.57B+26.4% | $2.82B-40.6% | $4.76B+103.9% | $2.33B+262.7% | $643.4M-30.4% | $924.5M+1424.5% | -$69.8M-103.3% | $2.12B |
| Net investment income of Consolidated Funds | $117.9M+391.3% | $24.0M+247.8% | $6.9M | — | — | -$21.3M-189.1% | $23.9M-52.5% | $50.3M+144.5% | -$113.1M-373.2% | -$23.9M |
| Income (loss) before provision for income taxes | $1.16B-16.8% | $1.39B+331.9% | -$600.9M-138.2% | $1.57B-61.0% | $4.03B+594.4% | $580.0M+39.7% | $415.1M+61.6% | $256.8M+132.5% | -$789.0M-164.0% | $1.23B |
| Provision (benefit) for income taxes | $214.5M-29.1% | $302.6M+390.4% | -$104.2M-136.2% | $287.8M-70.7% | $982.3M+398.1% | $197.2M+302.4% | $49.0M+56.5% | $31.3M | — | $49.0M |
| Net income (loss) | $944.7M-13.4% | $1.09B+319.7% | -$496.7M-138.7% | $1.28B-57.8% | $3.05B+695.5% | $382.8M+15.1% | $332.7M+62.7% | $204.5M+128.8% | -$709.0M-159.9% | $1.18B |
| Net income attributable to non-controlling interests in consolidated entities | $136.0M+92.4% | $70.7M-36.7% | $111.7M+87.1% | $59.7M-15.3% | $70.5M+103.8% | $34.6M-5.5% | $36.6M+8.0% | $33.9M | — | $36.6M |
| Net income (loss) attributable to The Carlyle Group Inc. | $808.7M-20.7% | $1.02B+267.7% | -$608.4M-149.7% | $1.23B-58.8% | $2.97B | — | $380.9M+227.0% | $116.5M | — | $380.9M |
| Basic (in dollars per share) | $2250000.00-21.1% | $2850000.00+269.6% | -$1680000.00-149.6% | $3390000.00-59.5% | $8370000.00+745.5% | $990000.00+17.9% | $840000.00+100.0% | $420000.00+123.9% | -$1760000.00-157.7% | $3050000.00 |
| Diluted (in dollars per share) | $2180000.00-21.3% | $2770000.00+264.9% | -$1680000.00-150.1% | $3350000.00-59.1% | $8200000.00+745.4% | $970000.00+18.3% | $820000.00+100.0% | $410000.00+123.3% | -$1760000.00-162.4% | $2820000.00 |
| Basic (in shares) | 359.68T+0.3% | 358.58T-0.8% | 361.40T+0.0% | 361.28T+1.7% | 355.24T+1.4% | 350.46T+209.9% | 113.08T+8.5% | 104.20T | — | 113.08T |
| Diluted (in shares) | 370.91T+0.8% | 368.02T+1.8% | 361.40T-1.2% | 365.71T+0.9% | 362.57T+1.2% | 358.39T+192.2% | 122.63T+8.2% | 113.39T | — | 122.63T |
| Fund management fees | ||||||||||
| Fund management fees and incentive fees | $190.5M+42.7% | $133.5M+42.5% | $93.7M+47.1% | $63.7M+30.5% | $48.8M+31.9% | $37.0M-97.5% | $1.48B+16.1% | $1.27B | — | $35.9M |
| Incentive fees | ||||||||||
| Performance allocations | ||||||||||
| Principal investment income | ||||||||||
Source: SEC EDGAR XBRL. % change vs prior period shown where available.
Source: SEC EDGAR 10-K and 10-Q filings. Up to 10 years annual / 16 quarters shown.