Carlyle Secured Lending (CGBD) Tax Rate (2021 - 2026)
Carlyle Secured Lending (CGBD) posted Tax Rate of 8.54% for Q1 2026, down 368.91% sequentially from 3.18% in Q4 2025, and down 12713.0% YoY from N/an in Q1 2025.
Carlyle Secured Lending (CGBD) Tax Rate (2021 - 2026) Analysis & Trends
Carlyle Secured Lending has reported Tax Rate for 6 years, with the latest figure at 8.54% in Q1 2026.
- Quarterly Tax Rate fell 12713.0% year-over-year to 8.54% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 3.43% (down 220.0% YoY) and the FY2025 annual result came in at 8.14%, up 156.0% from the prior year.
- Tax Rate eased to 8.54% in Q1 2026 per CGBD's latest filing, from 3.18% in the prior quarter.
- Over five years, Tax Rate peaked at 118.6% in Q1 2025 and troughed at 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.
- The sharpest annual moves came in 2025 and 2026: Tax Rate surged 11129 bps in 2025, then sank 12713 bps in 2026.
- Over 5 years, Tax Rate stood at 6.66% in 2022, then tumbled by 58 bps to 2.78% in 2023, then slipped by 14 bps to 2.38% in 2024, then jumped by 33 bps to 3.18% in 2025, then slumped by 369 bps to 8.54% in 2026.
- According to Business Quant data, Tax Rate over the past three periods registered 8.54%, 3.18%, and 2.78% for Q1 2026, Q4 2025, and Q3 2025 respectively.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 176.99 Bn | 163.12 Bn | - | 24.90% |
| 2 | Blackstone | 113.16 Bn | 110.65 Bn | - | 16.11% |
| 3 | Kkr | 96.05 Bn | -181.02 Bn | - | 17.91% |
| 4 | Brookfield | 92.54 Bn | 45.14 Bn | - | - |
| 5 | Brookfield Asset Management | 82.31 Bn | 80.81 Bn | - | 12.14% |
| 6 | Apollo Global Management | 77.14 Bn | 51.77 Bn | 10.54 Bn | 15.94% |
| 7 | State Street | 50.64 Bn | 50.64 Bn | - | 21.96% |
| 8 | Ameriprise Financial | 50.31 Bn | 39.27 Bn | 4.72 Bn | 22.82% |
| 9 | Northern Trust | 33.61 Bn | 33.61 Bn | - | 25.59% |
| 10 | Carlyle Secured Lending | 787.57 Mn | 738.71 Mn | - | 20.05% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 8.26% |
| Jun 30, 2026 | 8.26% |
| Jun 30, 2026 | 8.26% |
| 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% |