Carlyle Secured Lending (CGBD) Tax Rate (2021 - 2026)
Carlyle Secured Lending (CGBD) reported Tax Rate of 8.54% for Q1 2026, down 12713.0% on a YoY basis from N/an in Q1 2025, and down 368.91% sequentially from 3.18% in Q4 2025.
Carlyle Secured Lending (CGBD) Tax Rate (2021 - 2026) Analysis & Trends
Carlyle Secured Lending (CGBD) has 6 years of Tax Rate data on file, last reported at 8.54% in Q1 2026.
- For the quarter ending Q1 2026, Tax Rate fell 12713.0% year-over-year to 8.54%; the trailing twelve-month figure through Mar 2026 stood at 3.43% (down 220.0% YoY), and the FY2025 full-year result was 8.14%, up 156.0% from the prior year.
- Tax Rate eased to 8.54% in Q1 2026, from 3.18% in the prior quarter.
- In the past five years, Tax Rate ranged from a high of 118.6% in Q1 2025 to a low of 8.54% in Q1 2026.
- A 5-year average of 9.63% and a median of 3.18% in 2025 frame the typical range for Tax Rate.
- Across the five-year window, Tax Rate soared 11129 bps in 2025 and tumbled 12713 bps in 2026, its largest moves.
- Tracing CGBD's Tax Rate over 5 years: stood at 6.66% in 2022, then plunged by 58 bps to 2.78% in 2023, then fell by 14 bps to 2.38% in 2024, then jumped by 33 bps to 3.18% in 2025, then tumbled by 369 bps to 8.54% in 2026.
- Business Quant data shows CGBD's Tax Rate at 8.54% in Q1 2026, 3.18% in Q4 2025, and 2.78% in 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 Secured Lending | 709.79 Mn | 612.55 Mn | - | -8.54% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -8.54% |
| Mar 31, 2026 | -8.54% |
| Mar 31, 2026 | -8.54% |
| Dec 31, 2025 | 3.18% |
| Dec 31, 2025 | 3.18% |
| Dec 31, 2025 | 3.18% |
| Sep 30, 2025 | 2.78% |
| Sep 30, 2025 | 2.78% |
| Sep 30, 2025 | 2.78% |
| Jun 30, 2025 | 1.53% |
| Jun 30, 2025 | 1.53% |
| Jun 30, 2025 | 1.53% |
| Mar 31, 2025 | 118.60% |
| Mar 31, 2025 | 118.60% |
| Mar 31, 2025 | 118.60% |
| Dec 31, 2024 | 2.38% |
| Dec 31, 2024 | 2.38% |
| Dec 31, 2024 | 2.38% |
| Sep 30, 2024 | 3.92% |
| Sep 30, 2024 | 3.92% |