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
DateValue
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%