Carlyle (CG) Return on Invested Capital [ROIC] (2012 - 2026)
Carlyle's Return on Invested Capital [ROIC] came in at 6.44% for Q2 2026, down 9.89 percentage points from 16.33% a year earlier and down 0.92 percentage points from the prior quarter.
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Analysis
Carlyle (CG) Return on Invested Capital [ROIC] (2012 - 2026) Analysis & Trends
For FY2025, Carlyle's Return on Invested Capital [ROIC] was 11.28%, down 3.05 percentage points from FY2024.
- Return on Invested Capital [ROIC] carries a five-year change of +2.24 percentage points (FY2020 to FY2025).
- Going back by year, Return on Invested Capital [ROIC] was 14.32% in FY2024 (+18.92 pp), -4.60% in FY2023 (-20.90 pp), 16.30% in FY2022 (-33.09 pp) and 49.39% in FY2021 (+40.35 pp).
- The Q2 2026 figure represents the lowest quarterly Return on Invested Capital [ROIC] since Q3 2024.
- Year-over-year, Return on Invested Capital [ROIC] has declined for three consecutive quarters, with an average year-over-year change of +5.23 percentage points over the last eight quarters.
- The fastest year-over-year change in Return on Invested Capital [ROIC] over five years came in Q3 2021 (a gain of 43.52 percentage points), and the weakest in Q4 2022 (a drop of 25.95 percentage points).
- Business Quant data shows CG's Return on Invested Capital [ROIC] at 7.36% (Q1 2026), 10.52% (Q4 2025) and 9.90% (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 173.27 Bn | 119.63 Bn | - | 9.86% |
| 2 | Spdr Gold Trust | 129.05 Bn | -428.96 Bn | - | - |
| 3 | Blackstone | 88.78 Bn | 83.71 Bn | - | 21.55% |
| 4 | Brookfield | 85.33 Bn | -97.75 Bn | - | - |
| 5 | Kkr | 82.00 Bn | 48.48 Bn | - | 5.98% |
| 6 | Brookfield Asset Management | 75.12 Bn | 71.37 Bn | - | 26.84% |
| 7 | Apollo Global Management | 64.96 Bn | 2.65 Bn | 10.56 Bn | 2.82% |
| 8 | Wheaton Precious Metals | 54.88 Bn | 50.30 Bn | 687.86 Mn | 18.69% |
| 9 | Franco Nevada | 44.09 Bn | 41.46 Bn | 451.00 Mn | - |
| 10 | Carlyle | 13.64 Bn | 8.49 Bn | - | 6.44% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 6.44% |
| Mar 31, 2026 | 7.36% |
| Dec 31, 2025 | 10.52% |
| Sep 30, 2025 | 9.90% |
| Jun 30, 2025 | 16.33% |
| Mar 31, 2025 | 14.62% |
| Dec 31, 2024 | 13.92% |
| Sep 30, 2024 | 3.36% |
| Jun 30, 2024 | -2.51% |
| Mar 31, 2024 | -5.24% |
| Dec 31, 2023 | -4.68% |
| Sep 30, 2023 | 4.85% |
| Jun 30, 2023 | 6.64% |
| Mar 31, 2023 | 9.99% |
| Dec 31, 2022 | 15.29% |
| Sep 30, 2022 | 21.39% |
| Jun 30, 2022 | 24.81% |
| Mar 31, 2022 | 34.65% |
| Dec 31, 2021 | 41.25% |
| Sep 30, 2021 | 42.06% |
API Access
Carlyle Return on Invested Capital [ROIC] 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-invested-capital-%5Broic%5D&ticker=CG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "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-invested-capital-%5Broic%5D&ticker=CG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();