Carlyle (CG) Return on Equity [ROE] (2012 - 2026)
Carlyle (CG) reported Return on Equity [ROE] of 7.42% for Q2 2026, down 12.88 percentage points from 20.30% a year earlier and down 1.51 percentage points from the prior quarter.
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Analysis
Carlyle (CG) Return on Equity [ROE] (2012 - 2026) Analysis & Trends
For FY2025, Carlyle posted Return on Equity [ROE] of 14.10%, down 3.89 percentage points from FY2024.
- Return on Equity [ROE] has a five-year change of +1.12 percentage points (FY2020 to FY2025).
- By year, Return on Equity [ROE] came in at 17.99% in FY2024 (+25.87 pp), -7.88% in FY2023 (-28.39 pp), 20.51% in FY2022 (-50.01 pp) and 70.52% in FY2021 (+57.54 pp).
- The Q2 2026 figure ranks as the lowest quarterly Return on Equity [ROE] since Q3 2024.
- Year over year, Return on Equity [ROE] has now declined in each of the last three quarters, with an average year-over-year change of +7.46 percentage points over the last eight quarters.
- The high point for year-over-year Return on Equity [ROE] in five years was Q3 2021 (a gain of 70.17 percentage points); the low point was Q4 2022 (a drop of 37.65 percentage points).
- Per Business Quant data, the three quarters before Q2 2026 came in at 8.93% (Q1 2026), 13.59% (Q4 2025) and 12.19% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 176.24 Bn | 122.37 Bn | - | 12.43% |
| 2 | Spdr Gold Trust | 136.81 Bn | -421.20 Bn | - | 16.25% |
| 3 | Blackstone | 88.97 Bn | 78.95 Bn | - | 33.23% |
| 4 | Brookfield | 83.77 Bn | -99.54 Bn | - | 4.27% |
| 5 | Kkr | 79.85 Bn | 754,201.69 | - | 7.09% |
| 6 | Brookfield Asset Management | 73.41 Bn | 68.22 Bn | - | 34.49% |
| 7 | Apollo Global Management | 66.45 Bn | -16.34 Bn | 10.56 Bn | 10.61% |
| 8 | Wheaton Precious Metals | 59.74 Bn | 55.17 Bn | 687.86 Mn | 21.54% |
| 9 | Franco Nevada | 46.51 Bn | 43.87 Bn | 451.00 Mn | 18.08% |
| 10 | Carlyle | 13.35 Bn | 6.23 Bn | - | 7.42% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 7.42% |
| Mar 31, 2026 | 8.93% |
| Dec 31, 2025 | 13.59% |
| Sep 30, 2025 | 12.19% |
| Jun 30, 2025 | 20.30% |
| Mar 31, 2025 | 18.08% |
| Dec 31, 2024 | 17.21% |
| Sep 30, 2024 | 3.21% |
| Jun 30, 2024 | -5.43% |
| Mar 31, 2024 | -9.08% |
| Dec 31, 2023 | -8.08% |
| Sep 30, 2023 | 5.05% |
| Jun 30, 2023 | 7.49% |
| Mar 31, 2023 | 11.96% |
| Dec 31, 2022 | 19.07% |
| Sep 30, 2022 | 27.30% |
| Jun 30, 2022 | 32.09% |
| Mar 31, 2022 | 45.59% |
| Dec 31, 2021 | 56.71% |
| Sep 30, 2021 | 60.89% |
API Access
Carlyle Return on Equity [ROE] 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-equity-%5Broe%5D&ticker=CG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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-equity-%5Broe%5D&ticker=CG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();