Carlyle (CG) Accumulated Expenses (2011 - 2026)

Carlyle's (CG) quarterly Accumulated Expenses came in at $4.9 billion in Q1 2026, down 3.0% year-on-year from $5.1 billion in Q1 2025, and down 16.03% quarter-over-quarter from $5.8 billion in Q4 2025.

Carlyle (CG) Accumulated Expenses (2011 - 2026) Analysis & Trends

Carlyle's Accumulated Expenses history runs 16 years deep, the most recent figure standing at $4.9 billion for Q1 2026.

  • On a quarterly basis, Accumulated Expenses fell 3.0% year-over-year to $4.9 billion in Q1 2026; TTM through Mar 2026 was $4.9 billion, a 3.0% decrease from a year earlier, with the FY2025 full-year figure at $5.8 billion, up 7.4% from the prior year.
  • Accumulated Expenses slipped to $4.9 billion in Q1 2026 per CG's latest filing, from $5.8 billion in the prior quarter.
  • Across five years, Accumulated Expenses topped out at $5.8 billion in Q4 2025 and bottomed at $3.7 billion in Q3 2023.
  • The 5-year median for Accumulated Expenses is $4.6 billion (2022), against an average of $4.7 billion.
  • Across the five-year window, Accumulated Expenses slipped 16.48% in 2023 and soared 47.11% in 2024, its largest moves.
  • Year by year, Accumulated Expenses stood at $4.3 billion in 2022, then rose by 13.92% to $4.9 billion in 2023, then advanced by 10.65% to $5.4 billion in 2024, then advanced by 7.4% to $5.8 billion in 2025, then dropped by 16.03% to $4.9 billion in 2026.
  • Per Business Quant, the three latest CG Accumulated Expenses figures stand at $4.9 billion (Q1 2026), $5.8 billion (Q4 2025), and $5.3 billion (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn
2 BlackRock 161.01 Bn 148.08 Bn -
3 Blackstone 97.77 Bn 96.72 Bn -
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn
5 State Street 51.30 Bn 51.30 Bn -
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn
7 Northern Trust 32.93 Bn 32.93 Bn -
8 Raymond James Financial 32.59 Bn 17.67 Bn -
9 Price T Rowe 24.70 Bn 21.13 Bn -
10 Carlyle 15.95 Bn 16.25 Bn -

Historic Data

Download Data
DateValue
Mar 31, 2026 4.91 Bn
Dec 31, 2025 5.85 Bn
Sep 30, 2025 5.29 Bn
Jun 30, 2025 5.60 Bn
Mar 31, 2025 5.06 Bn
Dec 31, 2024 5.45 Bn
Sep 30, 2024 5.43 Bn
Jun 30, 2024 4.33 Bn
Mar 31, 2024 4.17 Bn
Dec 31, 2023 4.92 Bn
Sep 30, 2023 3.69 Bn
Jun 30, 2023 3.80 Bn
Mar 31, 2023 3.89 Bn
Dec 31, 2022 4.32 Bn
Sep 30, 2022 4.35 Bn
Jun 30, 2022 4.55 Bn
Mar 31, 2022 4.54 Bn
Dec 31, 2021 4.96 Bn
Sep 30, 2021 4.71 Bn
Jun 30, 2021 4.57 Bn