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