Carlyle (CG) Tax Rate (2011 - 2026)
Carlyle (CG) posted quarterly Tax Rate of 20.73% for Q1 2026, up 1347.0% year-over-year from 1.43% in Q1 2025, and down 17.7% quarter-over-quarter from 25.18% in Q4 2025.
Carlyle (CG) Tax Rate (2011 - 2026) Analysis & Trends
Carlyle's Tax Rate history runs 16 years deep, the most recent figure standing at 20.73% for Q1 2026.
- In Q1 2026, Tax Rate rose 1347.0% year-over-year to 20.73%; the TTM figure through Mar 2026 stood at 20.39% (up 9.0% YoY), while the FY2025 annual figure was 18.5%, down 321.0% from the prior year.
- Tax Rate for Q1 2026 stood at 20.73%, down from 25.18% 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.
- The 5-year median for Tax Rate is 20.46% (2023), against an average of 16.4%.
- The sharpest annual moves came in 2024 and 2025: Tax Rate surged 2134 bps in 2024, then tumbled 5306 bps in 2025.
- Carlyle's Tax Rate stood at 7.52% in 2022, then soared by 172 bps to 20.46% in 2023, then dropped by 30 bps to 14.36% in 2024, then jumped by 75 bps to 25.18% in 2025, then slipped by 18 bps to 20.73% in 2026.
- Business Quant data shows CG's Tax Rate at 20.73% in Q1 2026, 25.18% in Q4 2025, and 31.12% in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 178.57 Bn | 164.70 Bn | - | 24.90% |
| 2 | Blackstone | 114.78 Bn | 112.27 Bn | - | 16.11% |
| 3 | Kkr | 97.34 Bn | -179.73 Bn | - | 17.91% |
| 4 | Brookfield | 93.46 Bn | 46.05 Bn | - | - |
| 5 | Brookfield Asset Management | 83.68 Bn | 82.18 Bn | - | 12.14% |
| 6 | Apollo Global Management | 78.39 Bn | 53.02 Bn | 10.54 Bn | 15.94% |
| 7 | State Street | 51.50 Bn | 51.50 Bn | - | 21.96% |
| 8 | Ameriprise Financial | 51.26 Bn | 40.21 Bn | 4.72 Bn | 22.82% |
| 9 | Northern Trust | 34.00 Bn | 34.00 Bn | - | 25.59% |
| 10 | Carlyle | 17.39 Bn | 16.13 Bn | - | 17.90% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 17.90% |
| Jun 30, 2026 | 17.90% |
| Jun 30, 2026 | 17.90% |
| Mar 31, 2026 | 20.73% |
| Mar 31, 2026 | 20.73% |
| Mar 31, 2026 | 20.73% |
| Dec 31, 2025 | 25.18% |
| Dec 31, 2025 | 25.18% |
| Dec 31, 2025 | 25.18% |
| Sep 30, 2025 | -31.12% |
| Sep 30, 2025 | -31.12% |
| Sep 30, 2025 | -31.12% |
| Jun 30, 2025 | 25.53% |
| Jun 30, 2025 | 25.53% |
| Jun 30, 2025 | 25.53% |
| Mar 31, 2025 | 7.25% |
| Mar 31, 2025 | 7.25% |
| Mar 31, 2025 | 7.25% |
| Dec 31, 2024 | 14.36% |
| Dec 31, 2024 | 14.36% |