Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

Carlyle Group Inc.
Next earnings Aug 4, 2026 (before open) · consensus $0.95 EPS, $930M rev
Last earnings -3.5% on 2026-05-07
Diversified alt-asset manager with scaling credit AUM, but volatile carry-driven earnings keep it a hold near 20x.
Sources: SEC EDGAR (CIK 0001527166, latest 10-Q filed 2026-05-08) · EODHD · analysis by claude-code · as of 6/21/2026, 8:43:38 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Middling fundamentals and a rich price (~63% above fair value) leave little margin of safety — a wait-and-see.
Carlyle is one of the world's largest alternative-asset managers, operating three segments — Global Private Equity ($163.5B AUM), Global Credit ($211.3B AUM) and Carlyle AlpInvest ($102.0B AUM). The credit franchise is now the largest leg, reflecting the industry-wide shift toward private credit and insurance solutions, and gives Carlyle a more durable fee base than its legacy PE-heavy mix. The 10-K's market commentary highlights a record-wide public-private valuation gap (buyout multiples at 11.2x EBITDA vs. 17.7x for public markets), which the firm frames as an opportunity for deployment.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
Unlock with Pro€15/mo · cancel anytime
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $8.78B | $4.44B | $2.96B | $5.43B | $4.78B |
| Gross profit | — | — | — | — | — |
| Operating income | — | — | — | — | — |
| Net income | $2.97B | $1.23B | -$608M | $1.02B | $809M |
| Diluted EPS | $8.20 | $3.35 | -$1.68 | $2.77 | $2.18 |
| Net margin | 33.9% | 27.6% | -20.5% | 18.8% | 16.9% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
| 2026-05-28 | LoBue Lindsay Chief Operating Officer | Award | 3.12K | |
| 2026-05-28 | Jenkins Mark David Co-President | Award | 7.63K | |
| 2026-05-28 | Plouffe Justin Chief Financial Officer | Award | 4.08K | |
| 2026-05-28 | Andrews Charles Elliott Jr. Chief Accounting Officer | Award | 409.00 | |
| 2026-05-28 | Nedelman Jeffrey Co-President | Award | 7.73K | |
| 2026-05-28 | Redett John C. Co-President | Award | 10.8K | |
| 2026-05-28 | Ferguson Jeffrey W. General Counsel | Award | 1.27K | |
| 2026-05-28 | SCHWARTZ HARVEY M Chief Executive Officer | Award | 20.7K |