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
DateValue
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%