Carlyle (CG) Invested Capital (2011 - 2026)
Carlyle's quarterly Invested Capital came in at $7.4 billion in Q1 2026, up 15.5% year-on-year from $6.4 billion in Q1 2025, and up 4.5% quarter-over-quarter from $7.1 billion in Q4 2025.
Carlyle has reported Invested Capital for 16 years, with the latest figure at $7.4 billion in Q1 2026.
- For the quarter ending Q1 2026, Invested Capital rose 15.5% year-over-year to $7.4 billion; the trailing twelve-month figure through Mar 2026 stood at $7.4 billion (up 15.5% YoY), and the FY2025 full-year result was $7.1 billion, up 11.18% from the prior year.
- Invested Capital for Q1 2026 stood at $7.4 billion, up from $7.1 billion in the prior quarter.
- The five-year high for Invested Capital was $8.9 billion in Q3 2022, with the low at $5.7 billion in Q2 2024.
- Average Invested Capital over 5 years is $6.9 billion, with a median of $6.7 billion recorded in 2025.
- Year-over-year, Invested Capital jumped 52.3% in 2022 and slipped 26.83% in 2023.
- Tracing CG's Invested Capital over 5 years: stood at $6.8 billion in 2022, then dropped by 15.2% to $5.8 billion in 2023, then grew by 9.73% to $6.3 billion in 2024, then advanced by 11.18% to $7.1 billion in 2025, then increased by 4.5% to $7.4 billion in 2026.
- The last three Invested Capital figures came in at $7.4 billion (Q1 2026), $7.1 billion (Q4 2025), and $6.8 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 69.22 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 8.37 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 30.50 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 8.59 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 53.75 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 8.75 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 12.99 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 12.75 Bn |
| 10 | Carlyle | 16.19 Bn | 16.49 Bn | - | 7.37 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 7.37 Bn |
| Dec 31, 2025 | 7.06 Bn |
| Sep 30, 2025 | 6.85 Bn |
| Jun 30, 2025 | 6.72 Bn |
| Mar 31, 2025 | 6.39 Bn |
| Dec 31, 2024 | 6.35 Bn |
| Sep 30, 2024 | 6.34 Bn |
| Jun 30, 2024 | 5.73 Bn |
| Mar 31, 2024 | 5.74 Bn |
| Dec 31, 2023 | 5.78 Bn |
| Sep 30, 2023 | 6.50 Bn |
| Jun 30, 2023 | 6.64 Bn |
| Mar 31, 2023 | 6.81 Bn |
| Dec 31, 2022 | 6.82 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 |
| Jun 30, 2021 | 6.93 Bn |
| Mar 31, 2021 | 5.65 Bn |
| Dec 31, 2020 | 4.90 Bn |
| Sep 30, 2020 | 4.42 Bn |
| Jun 30, 2020 | 4.09 Bn |
| Mar 31, 2020 | 4.26 Bn |
| Dec 31, 2019 | 4.95 Bn |
| Sep 30, 2019 | 5.27 Bn |
| Jun 30, 2019 | 5.15 Bn |
| Mar 31, 2019 | 3.14 Bn |
| Dec 31, 2018 | 4.39 Bn |
| Sep 30, 2018 | 3.08 Bn |
| Jun 30, 2018 | 3.23 Bn |
| Mar 31, 2018 | 3.15 Bn |
| Dec 31, 2017 | 3.06 Bn |
| Sep 30, 2017 | 2.88 Bn |
| Jun 30, 2017 | 2.18 Bn |
| Mar 31, 2017 | 1.92 Bn |
| Dec 31, 2016 | 1.56 Bn |
| Sep 30, 2016 | 1.72 Bn |
| Jun 30, 2016 | 1.92 Bn |
| Mar 31, 2016 | 1.85 Bn |
| Dec 31, 2015 | 6.08 Bn |
| Sep 30, 2015 | 6.70 Bn |
| Jun 30, 2015 | 7.74 Bn |
| Mar 31, 2015 | 8.16 Bn |
| Dec 31, 2014 | 9.09 Bn |
| Sep 30, 2014 | 10.40 Bn |
| Mar 31, 2014 | 200.00 Mn |
| Dec 31, 2013 | 10.38 Bn |
| Sep 30, 2013 | 923.20 Mn |
| Mar 31, 2013 | 400.00 Mn |
| Dec 31, 2012 | 11.58 Bn |
| Mar 31, 2012 | 938.60 Mn |
| Dec 31, 2011 | 9.17 Bn |