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
DateValue
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%