Carlyle CG
NASDAQ CG
$49.37 +1.38 (+2.88%)
At close: Aug 21, 2026 · 4:00 PM EDT

Carlyle (CG) Accumulated Expenses (2011 - 2026)

Carlyle (CG) posted quarterly Accumulated Expenses of $4.9 billion for Q1 2026, down 3.0% year-over-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.

  • In Q1 2026, Accumulated Expenses fell 3.0% year-over-year to $4.9 billion; the TTM figure through Mar 2026 stood at $4.9 billion (down 3.0% YoY), while the FY2025 annual figure was $5.8 billion, up 7.4% from the prior year.
  • Accumulated Expenses for Q1 2026 stood at $4.9 billion, down from $5.8 billion in the prior quarter.
  • The five-year high for Accumulated Expenses was $5.8 billion in Q4 2025, with the low 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.
  • The sharpest annual moves came in 2023 and 2024: Accumulated Expenses fell 16.48% in 2023, then soared 47.11% in 2024.
  • Carlyle's Accumulated Expenses stood at $4.3 billion in 2022, then increased by 13.92% to $4.9 billion in 2023, then gained by 10.65% to $5.4 billion in 2024, then gained by 7.4% to $5.8 billion in 2025, then slipped by 16.03% to $4.9 billion in 2026.
  • Business Quant data shows CG's Accumulated Expenses at $4.9 billion in Q1 2026, $5.8 billion in Q4 2025, and $5.3 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 BlackRock 179.54 Bn 165.67 Bn -
2 Blackstone 114.83 Bn 112.32 Bn -
3 Kkr 97.26 Bn -179.81 Bn -
4 Brookfield 93.07 Bn 45.66 Bn -
5 Brookfield Asset Management 83.46 Bn 81.96 Bn -
6 Apollo Global Management 78.41 Bn 53.04 Bn 10.54 Bn
7 State Street 51.66 Bn 51.66 Bn -
8 Ameriprise Financial 51.12 Bn 40.07 Bn 4.72 Bn
9 Raymond James Financial 33.99 Bn 20.74 Bn -
10 Carlyle 17.59 Bn 16.33 Bn -

Historic Data

Download Data
DateValue
Jun 30, 2026 5.01 Bn
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