Growth Metrics

Carlyle (CG) Equity Average (2012 - 2026)

Carlyle's quarterly Equity Average came in at $7.2 billion in Q1 2026, up 13.34% year-on-year from $6.4 billion in Q1 2025, and up 3.81% quarter-over-quarter from $7.0 billion in Q4 2025.

Carlyle has reported Equity Average for 14 years, with the latest figure at $7.2 billion in Q1 2026.

  • For the quarter ending Q1 2026, Equity Average rose 13.34% year-over-year to $7.2 billion; the trailing twelve-month figure through Mar 2026 stood at $7.2 billion (up 13.34% YoY), and the FY2025 full-year result was $6.7 billion, up 10.49% from the prior year.
  • Equity Average for Q1 2026 stood at $7.2 billion, up from $7.0 billion in the prior quarter.
  • The five-year high for Equity Average was $7.2 billion in Q1 2026, with the low at $5.7 billion in Q2 2024.
  • Average Equity Average over 5 years is $6.5 billion, with a median of $6.5 billion recorded in 2022.
  • Year-over-year, Equity Average soared 81.57% in 2022 and dropped 15.46% in 2024.
  • Tracing CG's Equity Average over 5 years: stood at $6.7 billion in 2022, then dropped by 8.81% to $6.1 billion in 2023, then climbed by 3.2% to $6.3 billion in 2024, then climbed by 9.61% to $7.0 billion in 2025, then increased by 3.81% to $7.2 billion in 2026.
  • The last three Equity Average figures came in at $7.2 billion (Q1 2026), $7.0 billion (Q4 2025), and $6.8 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Avg. (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 56.51 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 14.44 Bn
3 Kkr 84.94 Bn 132.45 Bn - 54.71 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 8.75 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 41.02 Bn
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 6.38 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - 12.97 Bn
9 Ares Management 28.85 Bn 32.22 Bn - 6.32 Bn
10 Carlyle 16.19 Bn 16.49 Bn - 7.22 Bn

Historic Data

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DateValue
Mar 31, 2026 7.22 Bn
Dec 31, 2025 6.95 Bn
Sep 30, 2025 6.78 Bn
Jun 30, 2025 6.55 Bn
Mar 31, 2025 6.37 Bn
Dec 31, 2024 6.34 Bn
Sep 30, 2024 6.03 Bn
Jun 30, 2024 5.73 Bn
Mar 31, 2024 5.76 Bn
Dec 31, 2023 6.14 Bn
Sep 30, 2023 6.57 Bn
Jun 30, 2023 6.73 Bn
Mar 31, 2023 6.82 Bn
Dec 31, 2022 6.74 Bn
Sep 30, 2022 6.54 Bn
Jun 30, 2022 6.39 Bn
Mar 31, 2022 6.03 Bn
Dec 31, 2021 5.37 Bn
Sep 30, 2021 4.83 Bn
Jun 30, 2021 4.17 Bn
Mar 31, 2021 3.32 Bn
Dec 31, 2020 2.68 Bn
Sep 30, 2020 2.29 Bn
Jun 30, 2020 2.11 Bn
Mar 31, 2020 2.52 Bn
Dec 31, 2019 3.13 Bn
Sep 30, 2019 3.46 Bn
Jun 30, 2019 3.38 Bn
Mar 31, 2019 2.99 Bn
Dec 31, 2018 2.96 Bn
Sep 30, 2018 3.10 Bn
Jun 30, 2018 3.08 Bn
Mar 31, 2018 3.00 Bn
Dec 31, 2017 2.86 Bn
Sep 30, 2017 2.45 Bn
Jun 30, 2017 1.95 Bn
Mar 31, 2017 1.62 Bn
Dec 31, 2016 1.51 Bn
Sep 30, 2016 1.68 Bn
Jun 30, 2016 1.75 Bn
Mar 31, 2016 3.90 Bn
Dec 31, 2015 6.39 Bn
Sep 30, 2015 7.22 Bn
Jun 30, 2015 7.95 Bn
Mar 31, 2015 8.63 Bn
Dec 31, 2014 9.50 Bn
Mar 31, 2012 5.05 Bn