Carlyle (CG) Tax Rate (2011 - 2026)
Carlyle's 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 has reported Tax Rate for 16 years, with the latest figure at 20.73% in Q1 2026.
- For the quarter ending Q1 2026, Tax Rate rose 1347.0% year-over-year to 20.73%; the trailing twelve-month figure through Mar 2026 stood at 20.39% (up 9.0% YoY), and the FY2025 full-year result 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.
- Average Tax Rate over 5 years is 16.4%, with a median of 20.46% recorded in 2023.
- Year-over-year, Tax Rate surged 2134 bps in 2024 and plunged 5306 bps in 2025.
- Tracing CG's Tax Rate over 5 years: 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 18 bps to 20.73% in 2026.
- The last three Tax Rate figures came in at 20.73% (Q1 2026), 25.18% (Q4 2025), and 31.12% (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 18.16 |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 13.55 |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 40.05 |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 15.80 |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 598.59 |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 21.16 |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 20.02 |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 24.99 |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 19.13 |
| 10 | Carlyle | 16.19 Bn | 16.49 Bn | - | 20.73 |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 20.73 |
| Mar 31, 2026 | 20.73 |
| Dec 31, 2025 | 25.18 |
| Dec 31, 2025 | 25.18 |
| Sep 30, 2025 | -31.12 |
| Sep 30, 2025 | -31.12 |
| Jun 30, 2025 | 25.53 |
| Jun 30, 2025 | 25.53 |
| Mar 31, 2025 | 7.25 |
| Mar 31, 2025 | 7.25 |
| Dec 31, 2024 | 14.36 |
| Dec 31, 2024 | 14.36 |
| Sep 30, 2024 | 21.94 |
| Sep 30, 2024 | 21.94 |
| Jun 30, 2024 | 31.76 |
| Jun 30, 2024 | 31.76 |
| Mar 31, 2024 | 18.14 |
| Mar 31, 2024 | 18.14 |
| Dec 31, 2023 | 20.46 |
| Dec 31, 2023 | 20.46 |
| Sep 30, 2023 | 27.07 |
| Sep 30, 2023 | 27.07 |
| Jun 30, 2023 | 10.43 |
| Jun 30, 2023 | 10.43 |
| Mar 31, 2023 | 21.49 |
| Mar 31, 2023 | 21.49 |
| Dec 31, 2022 | 7.52 |
| Dec 31, 2022 | 7.52 |
| Sep 30, 2022 | 21.25 |
| Sep 30, 2022 | 21.25 |
| Jun 30, 2022 | 16.95 |
| Jun 30, 2022 | 16.95 |
| Mar 31, 2022 | 19.91 |
| Mar 31, 2022 | 19.91 |
| Dec 31, 2021 | 27.36 |
| Dec 31, 2021 | 27.36 |
| Sep 30, 2021 | 21.94 |
| Sep 30, 2021 | 21.94 |
| Jun 30, 2021 | 24.44 |
| Jun 30, 2021 | 24.44 |
| Mar 31, 2021 | 23.48 |
| Mar 31, 2021 | 23.48 |
| Dec 31, 2020 | 20.44 |
| Dec 31, 2020 | 20.44 |
| Sep 30, 2020 | 19.85 |
| Sep 30, 2020 | 19.85 |
| Jun 30, 2020 | 20.37 |
| Jun 30, 2020 | 20.37 |
| Mar 31, 2020 | 10.14 |
| Mar 31, 2020 | 10.14 |
| Dec 31, 2019 | -0.25 |
| Dec 31, 2019 | -0.25 |
| Sep 30, 2019 | 3.60 |
| Sep 30, 2019 | 3.60 |
| Jun 30, 2019 | 2.86 |
| Jun 30, 2019 | 2.86 |
| Mar 31, 2019 | 5.10 |
| Mar 31, 2019 | 5.10 |
| Dec 31, 2018 | 6.99 |
| Dec 31, 2018 | 6.99 |
| Sep 30, 2018 | 28.71 |
| Sep 30, 2018 | 28.71 |
| Jun 30, 2018 | 4.59 |
| Jun 30, 2018 | 4.59 |
| Mar 31, 2018 | 6.22 |
| Mar 31, 2018 | 6.22 |
| Dec 31, 2017 | 27.14 |
| Dec 31, 2017 | 27.14 |
| Sep 30, 2017 | -0.78 |
| Sep 30, 2017 | -0.78 |
| Jun 30, 2017 | 5.42 |
| Jun 30, 2017 | 5.42 |
| Mar 31, 2017 | 1.77 |
| Mar 31, 2017 | 1.77 |
| Dec 31, 2016 | -22.69 |
| Dec 31, 2016 | -22.69 |
| Sep 30, 2016 | -2.01 |
| Sep 30, 2016 | -2.01 |
| Jun 30, 2016 | 35.84 |
| Jun 30, 2016 | 35.84 |
| Mar 31, 2016 | 48.37 |
| Mar 31, 2016 | 48.37 |
| Dec 31, 2015 | 6.51 |
| Dec 31, 2015 | 6.51 |
| Sep 30, 2015 | 0.77 |
| Sep 30, 2015 | 0.77 |
| Jun 30, 2015 | 1.27 |
| Jun 30, 2015 | 1.27 |
| Mar 31, 2015 | 1.71 |
| Mar 31, 2015 | 1.71 |
| Dec 31, 2014 | -6.54 |
| Dec 31, 2014 | -6.54 |
| Sep 30, 2014 | -3.36 |
| Sep 30, 2014 | -3.36 |
| Jun 30, 2014 | 9.94 |
| Jun 30, 2014 | 9.94 |
| Mar 31, 2014 | 3.39 |
| Mar 31, 2014 | 3.39 |
| Dec 31, 2013 | 5.15 |
| Dec 31, 2013 | 5.15 |
| Sep 30, 2013 | -208.14 |
| Sep 30, 2013 | -208.14 |
| Jun 30, 2013 | 5.81 |
| Jun 30, 2013 | 5.81 |
| Mar 31, 2013 | 5.50 |
| Mar 31, 2013 | 5.50 |
| Dec 31, 2012 | 8.66 |
| Dec 31, 2012 | 8.66 |
| Sep 30, 2012 | 0.91 |
| Sep 30, 2012 | 0.91 |
| Jun 30, 2012 | 5.70 |
| Jun 30, 2012 | 5.70 |
| Mar 31, 2012 | 0.78 |
| Mar 31, 2012 | 0.78 |
| Dec 31, 2011 | 1.31 |
| Dec 31, 2011 | 1.31 |
| Sep 30, 2011 | -2.08 |
| Sep 30, 2011 | -2.08 |
| Mar 31, 2011 | 0.79 |
| Mar 31, 2011 | 0.79 |