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| Date | Value |
|---|---|
| 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 |