Carlyle (CGABL) Invested Capital (2011 - 2026)
Carlyle (CGABL) recorded quarterly Invested Capital of $7.4 billion in Q1 2026, up 4.5% quarter-over-quarter from $7.1 billion in Q4 2025, and up 15.5% on a YoY basis from $6.4 billion in Q1 2025.
Carlyle (CGABL) Invested Capital (2011 - 2026) Analysis & Trends
Carlyle's Invested Capital history runs 16 years deep, the most recent figure standing at $7.4 billion for Q1 2026.
- In Q1 2026, Invested Capital rose 15.5% year-over-year to $7.4 billion; the TTM figure through Mar 2026 stood at $7.4 billion (up 15.5% YoY), while the FY2025 annual figure was $7.1 billion, up 11.18% from the prior year.
- Invested Capital was $7.4 billion for Q1 2026 at Carlyle, up from $7.1 billion in the prior quarter.
- In the past five years, Invested Capital ranged from a high of $8.9 billion in Q3 2022 to a low of $5.7 billion in Q2 2024.
- Historically, Invested Capital has averaged $6.9 billion across 5 years, with a median of $6.7 billion in 2025.
- The sharpest annual moves came in 2022 and 2023: Invested Capital surged 52.3% in 2022, then retreated 26.83% in 2023.
- A 5-year view of Invested Capital shows it stood at $6.8 billion in 2022, then slipped by 15.2% to $5.8 billion in 2023, then climbed by 9.73% to $6.3 billion in 2024, then gained by 11.18% to $7.1 billion in 2025, then grew by 4.5% to $7.4 billion in 2026.
- The last three Invested Capital figures came in at $7.4 billion (Q1 2026), $7.1 billion (Q4 2025), and $6.8 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 69.22 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 8.37 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 30.50 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 53.75 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 8.75 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 12.99 Bn |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 12.57 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 12.75 Bn |
| 10 | Carlyle | - | - | - | 7.37 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 7.37 Bn |
| Dec 31, 2025 | 7.06 Bn |
| Sep 30, 2025 | 6.85 Bn |
| Jun 30, 2025 | 6.72 Bn |
| Mar 31, 2025 | 6.39 Bn |
| Dec 31, 2024 | 6.35 Bn |
| Sep 30, 2024 | 6.34 Bn |
| Jun 30, 2024 | 5.73 Bn |
| Mar 31, 2024 | 5.74 Bn |
| Dec 31, 2023 | 5.78 Bn |
| Sep 30, 2023 | 6.50 Bn |
| Jun 30, 2023 | 6.64 Bn |
| Mar 31, 2023 | 6.81 Bn |
| Dec 31, 2022 | 6.82 Bn |
| Sep 30, 2022 | 8.89 Bn |
| Jun 30, 2022 | 8.67 Bn |
| Mar 31, 2022 | 8.61 Bn |
| Dec 31, 2021 | 7.78 Bn |
| Sep 30, 2021 | 7.40 Bn |
| Jun 30, 2021 | 6.93 Bn |