Carlyle (CG) Return on Assets [ROA] (2012 - 2026)
Carlyle's Return on Assets [ROA] came in at 1.86% for Q2 2026, down 3.55 percentage points from 5.41% a year earlier and down 0.32 percentage points from the prior quarter.
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Analysis
Carlyle (CG) Return on Assets [ROA] (2012 - 2026) Analysis & Trends
For FY2025, Carlyle's Return on Assets [ROA] was 3.62%, down 1.31 percentage points from FY2024.
- Return on Assets [ROA] carries a five-year change of +1.02 percentage points (FY2020 to FY2025).
- Going back by year, Return on Assets [ROA] was 4.93% in FY2024 (+7.26 pp), -2.33% in FY2023 (-8.36 pp), 6.02% in FY2022 (-10.48 pp) and 16.51% in FY2021 (+13.91 pp).
- The Q2 2026 figure represents the lowest quarterly Return on Assets [ROA] since Q3 2024.
- Year-over-year, Return on Assets [ROA] has declined for three consecutive quarters, with an average year-over-year change of +1.91 percentage points over the last eight quarters.
- The fastest year-over-year change in Return on Assets [ROA] over five years came in Q3 2021 (a gain of 16.14 percentage points), and the weakest in Q1 2023 (a drop of 8.97 percentage points).
- Business Quant data shows CG's Return on Assets [ROA] at 2.19% (Q1 2026), 3.36% (Q4 2025) and 3.17% (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 173.36 Bn | 119.49 Bn | - | 4.12% |
| 2 | Spdr Gold Trust | 132.72 Bn | -425.29 Bn | - | 16.25% |
| 3 | Blackstone | 94.14 Bn | 84.12 Bn | - | 13.90% |
| 4 | Brookfield | 85.32 Bn | -97.99 Bn | - | 0.71% |
| 5 | Kkr | 81.62 Bn | 1.77 Bn | - | 1.33% |
| 6 | Brookfield Asset Management | 75.13 Bn | 69.93 Bn | - | 16.12% |
| 7 | Apollo Global Management | 66.73 Bn | -16.07 Bn | 10.56 Bn | 0.89% |
| 8 | Wheaton Precious Metals | 54.77 Bn | 50.20 Bn | 687.86 Mn | 18.53% |
| 9 | Ameriprise Financial | 45.27 Bn | 6.69 Bn | 4.72 Bn | 2.07% |
| 10 | Carlyle | 13.79 Bn | 6.67 Bn | - | 1.86% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.86% |
| Mar 31, 2026 | 2.19% |
| Dec 31, 2025 | 3.36% |
| Sep 30, 2025 | 3.17% |
| Jun 30, 2025 | 5.41% |
| Mar 31, 2025 | 4.88% |
| Dec 31, 2024 | 4.77% |
| Sep 30, 2024 | 0.86% |
| Jun 30, 2024 | -1.44% |
| Mar 31, 2024 | -2.49% |
| Dec 31, 2023 | -2.36% |
| Sep 30, 2023 | 1.57% |
| Jun 30, 2023 | 2.36% |
| Mar 31, 2023 | 3.82% |
| Dec 31, 2022 | 6.05% |
| Sep 30, 2022 | 8.40% |
| Jun 30, 2022 | 9.51% |
| Mar 31, 2022 | 12.79% |
| Dec 31, 2021 | 14.49% |
| Sep 30, 2021 | 14.54% |
API Access
Carlyle Return on Assets [ROA] 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=return-on-assets-%5Broa%5D&ticker=CG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "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=return-on-assets-%5Broa%5D&ticker=CG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();