Carlyle (CG) Tax Rate (2011 - 2026)
Carlyle (CG) posted Tax Rate of 17.9% for Q2 2026, down 13.65% on a QoQ basis from 20.73% in Q1 2026, and down 764.0% year-over-year from 2.7% in Q2 2025.
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Analysis
Carlyle (CG) Tax Rate (2011 - 2026) Analysis & Trends
Carlyle has reported Tax Rate for 16 years, with the latest figure at 17.9% in Q2 2026.
- On a quarterly basis, Tax Rate fell 764.0% year-over-year to 17.9% in Q2 2026; TTM through Jun 2026 was 15.8%, a 438.0% decrease from a year earlier, with the FY2025 full-year figure at 18.5%, down 321.0% from the prior year.
- Tax Rate was 17.9% for Q2 2026 at Carlyle, down from 20.73% in the prior quarter.
- The five-year high for Tax Rate was 31.76% in Q2 2024, with the low at 31.12% in Q3 2025.
- Average Tax Rate over 5 years is 16.49%, with a median of 20.19% recorded in 2022.
- The sharpest annual moves came in 2024 and 2025: Tax Rate jumped 2134 bps in 2024, then tumbled 5306 bps in 2025.
- Over 5 years, Tax Rate stood at 7.52% in 2022, then surged by 172 bps to 20.46% in 2023, then fell by 30 bps to 14.36% in 2024, then soared by 75 bps to 25.18% in 2025, then declined by 29 bps to 17.9% in 2026.
- The last three Tax Rate figures came in at 17.9% (Q2 2026), 20.73% (Q1 2026), and 25.18% (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Blackstone | 100.29 Bn | 97.79 Bn | - | 16.11% |
| 2 | Kkr | 90.29 Bn | -186.78 Bn | - | 17.91% |
| 3 | Apollo Global Management | 75.67 Bn | 50.30 Bn | 10.54 Bn | 15.94% |
| 4 | Brookfield Asset Management | 75.51 Bn | 74.01 Bn | - | 12.14% |
| 5 | Wheaton Precious Metals | 68.40 Bn | 68.30 Bn | 687.86 Mn | 12.96% |
| 6 | Franco Nevada | 50.19 Bn | 48.65 Bn | 451.00 Mn | 23.17% |
| 7 | Brookfield | 37.98 Bn | 7.42 Bn | 19.38 Bn | -0.97% |
| 8 | Ares Management | 29.57 Bn | 29.57 Bn | - | 18.91% |
| 9 | Carlyle | 15.41 Bn | 14.15 Bn | - | 17.90% |
| 10 | Tpg | 7.73 Bn | 6.78 Bn | - | 10.21% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 17.90% |
| Mar 31, 2026 | 20.73% |
| Dec 31, 2025 | 25.18% |
| Sep 30, 2025 | -31.12% |
| 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% |
| Dec 31, 2023 | 20.46% |
| Sep 30, 2023 | 27.07% |
| Jun 30, 2023 | 10.43% |
| 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% |