Carlyle (CG) Tax Rate (2011 - 2026)
Carlyle's Tax Rate was 17.90% in Q2 2026, down 7.64 percentage points from 25.53% a year earlier and down 2.83 percentage points from the prior quarter.
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Analysis
Carlyle (CG) Tax Rate (2011 - 2026) Analysis & Trends
On a trailing twelve-month basis, Carlyle's Tax Rate was 15.80% through Jun 30, 2026, down 4.38 percentage points year-over-year; for FY2025, it was 18.50%, down 3.21 percentage points from FY2024.
- Tax Rate shows a five-year change of -15.50 percentage points (FY2020 to FY2025).
- In earlier years, Tax Rate was 21.71% in FY2024 (+4.37 pp), 17.34% in FY2023 (-0.96 pp), 18.30% in FY2022 (-6.09 pp) and 24.39% in FY2021 (-9.61 pp).
- Quarterly Tax Rate has moved between -31.12% (Q3 2025) and 31.76% (Q2 2024) over five years.
- Compared with a year earlier, Tax Rate was higher in two of the last eight quarters, with an average year-over-year change of -8.09 percentage points.
- The best year-over-year quarter for Tax Rate over five years was Q2 2024 (a gain of 21.34 percentage points); the worst was Q3 2025 (a drop of 53.06 percentage points).
- Per Business Quant data, CG's Tax Rate in the three quarters before Q2 2026 was 20.73% (Q1 2026), 25.18% (Q4 2025) and -31.12% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 174.75 Bn | 120.88 Bn | - | 24.90% |
| 2 | Spdr Gold Trust | 137.39 Bn | -420.61 Bn | - | - |
| 3 | Blackstone | 85.63 Bn | 75.61 Bn | - | 16.11% |
| 4 | Brookfield | 81.94 Bn | -101.37 Bn | - | - |
| 5 | Kkr | 77.88 Bn | -1.97 Bn | - | 17.91% |
| 6 | Brookfield Asset Management | 72.12 Bn | 66.93 Bn | - | 12.14% |
| 7 | Apollo Global Management | 65.73 Bn | -17.07 Bn | 10.56 Bn | 15.94% |
| 8 | Wheaton Precious Metals | 59.93 Bn | 55.35 Bn | 687.86 Mn | 15.78% |
| 9 | Franco Nevada | 46.57 Bn | 43.94 Bn | 451.00 Mn | 22.86% |
| 10 | Carlyle | 13.09 Bn | 5.97 Bn | - | 17.90% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 17.90% |
| Dec 31, 2025 | 25.18% |
| Jun 30, 2025 | 25.53% |
| Mar 31, 2025 | 7.25% |
| Dec 31, 2024 | 14.36% |
| Sep 30, 2024 | 21.94% |
| Jun 30, 2024 | 31.76% |
| Mar 31, 2024 | 18.14% |
| Sep 30, 2023 | 27.07% |
| Mar 31, 2023 | 21.49% |
| Dec 31, 2022 | 7.52% |
| Sep 30, 2022 | 21.25% |
| Jun 30, 2022 | 16.95% |
| Mar 31, 2022 | 19.91% |
| Dec 31, 2021 | 27.36% |
| Sep 30, 2021 | 21.94% |
| Jun 30, 2021 | 24.44% |
| Mar 31, 2021 | 23.48% |
| Dec 31, 2020 | 20.44% |
| Sep 30, 2020 | 19.85% |
API Access
Carlyle Tax Rate 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=tax-rate&ticker=CG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "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=tax-rate&ticker=CG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();