Carlyle (CGABL) Tax Rate (2011 - 2026)
Carlyle (CGABL) recorded quarterly Tax Rate of 20.73% in Q1 2026, down 17.7% quarter-over-quarter from 25.18% in Q4 2025, and up 1347.0% on a YoY basis from 1.43% in Q1 2025.
Carlyle (CGABL) 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 was 20.73% for Q1 2026 at Carlyle, down from 25.18% in the prior quarter.
- In the past five years, Tax Rate ranged from a high of 31.76% in Q2 2024 to a low of 31.12% in Q3 2025.
- Historically, Tax Rate has averaged 16.4% across 5 years, with a median of 20.46% in 2023.
- The sharpest annual moves came in 2024 and 2025: Tax Rate soared 2134 bps in 2024, then plunged 5306 bps in 2025.
- A 5-year view of Tax Rate shows it 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.
- 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 | 163.18 Bn | 153.56 Bn | - | 18.16 |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 13.55 |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 40.05 |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 598.59 |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | 21.16 |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 20.02 |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 24.99 |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | - |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 19.13 |
| 10 | Carlyle | - | - | - | 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% |