Carlyle (CG) Tax Rate (2011 - 2026)
Carlyle's (CG) quarterly Tax Rate came in at 20.73% in Q1 2026, up 1347.0% year-on-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.
- On a quarterly basis, Tax Rate rose 1347.0% year-over-year to 20.73% in Q1 2026; TTM through Mar 2026 was 20.39%, a 9.0% increase from a year earlier, with the FY2025 full-year figure at 18.5%, down 321.0% from the prior year.
- Tax Rate eased to 20.73% in Q1 2026 per CG's latest filing, from 25.18% in the prior quarter.
- Across five years, Tax Rate topped out at 31.76% in Q2 2024 and bottomed at 31.12% in Q3 2025.
- The 5-year median for Tax Rate is 20.46% (2023), against an average of 16.4%.
- Across the five-year window, Tax Rate surged 2134 bps in 2024 and plunged 5306 bps in 2025, its largest moves.
- Year by year, Tax Rate stood at 7.52% in 2022, then jumped by 172 bps to 20.46% in 2023, then declined by 30 bps to 14.36% in 2024, then surged by 75 bps to 25.18% in 2025, then dropped by 18 bps to 20.73% in 2026.
- Per Business Quant, the three latest CG Tax Rate figures stand at 20.73% (Q1 2026), 25.18% (Q4 2025), and 31.12% (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | -1.22% |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 18.16% |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 13.55% |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 598.59% |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 21.16% |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 20.02% |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | 24.99% |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 25.99% |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 23.43% |
| 10 | Carlyle | 15.95 Bn | 16.25 Bn | - | 20.73% |
Historic Data
Download Data| Date | Value |
|---|---|
| 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% |
| Dec 31, 2024 | 14.36% |
| Sep 30, 2024 | 21.94% |
| Sep 30, 2024 | 21.94% |