Carlyle (CG) Invested Capital (2011 - 2026)
Carlyle (CG) reported Invested Capital of $10.21 billion for Q2 2026, up 15.1% from $8.87 billion a year earlier but down 1.6% from the prior quarter.
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Analysis
Carlyle (CG) Invested Capital (2011 - 2026) Analysis & Trends
For FY2025, Carlyle posted Invested Capital of $10.05 billion, up 18.4% from FY2024.
- Invested Capital has a five-year compound annual growth rate of 15.5% (FY2020 to FY2025).
- By year, Invested Capital came in at $8.49 billion in FY2024 (+5.3%), $8.07 billion in FY2023 (-11.3%), $9.09 billion in FY2022 (+16.9%) and $7.78 billion in FY2021 (+58.7%).
- Five-year quarterly Invested Capital spans a low of $7.4 billion in Q3 2021 and a high of $10.38 billion in Q1 2026.
- Year over year, Invested Capital has now increased in each of the last seven quarters, with growth averaging 11.3% over the last eight quarters.
- The high point for year-over-year Invested Capital in five years was Q3 2021 (growth of 67.6%); the low point was Q1 2024 (a decline of 12.0%).
- Per Business Quant data, the three quarters before Q2 2026 came in at $10.38 billion (Q1 2026), $10.05 billion (Q4 2025) and $9.83 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 174.75 Bn | 120.88 Bn | - | 70.58 Bn |
| 2 | Spdr Gold Trust | 137.39 Bn | -420.61 Bn | - | - |
| 3 | Blackstone | 85.63 Bn | 75.61 Bn | - | 34.26 Bn |
| 4 | Brookfield | 81.94 Bn | -101.37 Bn | - | 18.80 Bn |
| 5 | Kkr | 77.88 Bn | -1.97 Bn | - | 130.86 Bn |
| 6 | Brookfield Asset Management | 72.12 Bn | 66.93 Bn | - | 12.65 Bn |
| 7 | Apollo Global Management | 65.73 Bn | -17.07 Bn | 10.56 Bn | 55.21 Bn |
| 8 | Wheaton Precious Metals | 59.93 Bn | 55.35 Bn | 687.86 Mn | 11.68 Bn |
| 9 | Franco Nevada | 46.57 Bn | 43.94 Bn | 451.00 Mn | - |
| 10 | Carlyle | 13.09 Bn | 5.97 Bn | - | 10.21 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 10.21 Bn |
| Mar 31, 2026 | 10.38 Bn |
| Dec 31, 2025 | 10.05 Bn |
| Sep 30, 2025 | 9.83 Bn |
| Jun 30, 2025 | 8.87 Bn |
| Mar 31, 2025 | 8.54 Bn |
| Dec 31, 2024 | 8.49 Bn |
| Sep 30, 2024 | 8.55 Bn |
| Jun 30, 2024 | 7.96 Bn |
| Mar 31, 2024 | 8.00 Bn |
| Dec 31, 2023 | 8.07 Bn |
| Sep 30, 2023 | 8.78 Bn |
| Jun 30, 2023 | 8.92 Bn |
| Mar 31, 2023 | 9.09 Bn |
| Dec 31, 2022 | 9.09 Bn |
| Sep 30, 2022 | 8.89 Bn |
| Jun 30, 2022 | 8.67 Bn |
| Mar 31, 2022 | 8.61 Bn |
| Dec 31, 2021 | 7.78 Bn |
| Sep 30, 2021 | 7.40 Bn |
API Access
Carlyle Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=CG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "CG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=CG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();