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The Carlyle Group Inc. (CG) Shareholder/Analyst Call Transcript
Seeking Alpha· 2026-02-28 00:27
Core Viewpoint - Carlyle is actively engaging with shareholders and stakeholders, emphasizing the importance of communication and transparency in its operations [1]. Group 1 - Daniel Harris serves as the Head of Public Investor Relations at Carlyle, highlighting the company's commitment to shareholder engagement [1]. - The company acknowledges the efforts of attendees to participate in the event despite adverse weather conditions, indicating a focus on building relationships with investors [1]. - Carlyle has issued a press release and a detailed presentation, which are accessible on its Investor Relations website, showcasing its commitment to transparency [2]. Group 2 - The event is being webcasted, and a replay will be available, reflecting the company's efforts to reach a broader audience [2]. - Carlyle will refer to certain non-GAAP financial measures during the presentation, indicating a focus on providing comprehensive financial insights [2].
Carlyle(CG) - 2025 Q4 - Annual Report
2026-02-27 21:13
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE FISCAL YEAR ENDED DECEMBER 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number: 001-35538 The Carlyle Group Inc. (Exact name of registrant as specified in its charter) Securities registered pursuant to Section 12(g) ...
Carlyle Beats Inflows Target in 2025, Sets Bold 2028 Goals
ZACKS· 2026-02-27 18:50
Key Takeaways Carlyle posted record FRE, AUM and a $54B inflow in 2025, topping its $40B target.Carlyle grew FRE to $1.236B in 2025 as margins expanded to 47%.CG targets over $200B inflows by 2028 and FRE above $1.9B, with margins of more than 50%.At its 2026 shareholder update, The Carlyle Group Inc. (CG) highlighted that the company’s disciplined execution is driving a tangible, record-breaking performance. Despite navigating a challenging macroeconomic environment, CG emphasized 2025 as a milestone year, ...
Carlyle targets $200 billion in new flows by 2028, touts Washington connections
Yahoo Finance· 2026-02-26 19:08
By Isla Binnie and Prakhar Srivastava Feb 26 (Reuters) - Carlyle aims to rake in $200 billion in fresh capital by the end of 2028 and to boost earnings from managing that money, it said on Thursday, three years after Chief Executive Harvey Schwartz took the job of turning around the investment firm. Shares initially rose more than 6%, as Carlyle also approved a $2 billion buyback, before settling to trade 3.6% higher on the day. Schwartz, a former Goldman Sachs executive, said he had "systematicall ...
Carlyle-backed Quest Global plans India IPO next year, CEO says
Reuters· 2026-02-26 18:32
Carlyle-backed Quest Global plans India IPO next year, CEO says | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Ajit Prabhu, Chief Executive Officer, Quest Global, speaks at the NASSCOM Technology and Leadership forum in Mumbai, India, February 24, 2026. REUTERS/Francis Mascarenhas [Purchase Licensing Rights, opens new tab]Mumbai, Feb 27 (Reuters) - Singapore-headquartered engineering services firm Quest Global is looking to go pub ...
Carlyle CEO Harvey Schwartz: The demand for capital is going up in all forms
Youtube· 2026-02-26 14:37
Core Insights - Carlyle Group has increased its targets for fee-related earnings, distributable earnings per share, and inflows up to 2028, surpassing consensus expectations and reflecting growth over the past few years [2][4] Company Strategy - The company has undergone a systematic overhaul over the past three years, focusing on strategic growth initiatives, operating model improvements, compensation strategy changes, capital allocation, and leadership restructuring [3][4] - Leadership changes have been fundamental in mobilizing the firm, contributing to significant growth and setting a conservative model for the next three years without relying on inorganic growth strategies [4][5] Market Sentiment and Economic Outlook - Despite market volatility, Carlyle remains the best performer among its peers, although it has seen a 12% decline month-to-date [6] - The firm does not overly react to daily market sentiment, instead relying on data from its portfolio companies, which employ over 700,000 people across various sectors [7][8] - Economic indicators suggest a positive outlook, with GDP growth potentially exceeding 3% to 4% in the first quarter, supported by favorable financial conditions [9] Capital Demand and Industry Trends - There is a growing global demand for capital, driven by economic growth, reindustrialization, and national security investments, which Carlyle has been engaged in for 40 years [15][16] - The geopolitical landscape has shifted towards a competition for capital, making private capital increasingly important for economic growth [16]
The Carlyle Group (NasdaqGS:CG) Update / briefing Transcript
2026-02-26 14:32
The Carlyle Group (NasdaqGS:CG) Update / briefing February 26, 2026 08:30 AM ET Company ParticipantsAkhil Bansal - Head of Asset-Backed FinanceBrian Bernasek - Managing Director and Partner in Co-Head of Americas Corporate Private EquityDaniel Harris - Partner and Head of Investor RelationsHarvey Schwartz - CEOJeff Nedelman - Co-President and Global Head of Client BusinessJohn Redett - Co-President and Head of Global Private EquityJustin Plouffe - CFOLindsay LoBue - COOLúcia Soares - CIO and Head of Technol ...
The Carlyle Group (NasdaqGS:CG) Earnings Call Presentation
2026-02-26 13:30
F E B R U A R Y 2 6 , 2 0 2 6 Important Information This presentation has been prepared by The Carlyle Group Inc. (together with its affiliates, "Carlyle") and may only be used for informational purposes. All information contained herein is presented as of December 31, 2025, unless otherwise specifically noted. Unless otherwise expressly stated herein, any analysis or outlook relating to the matters discussed herein express Carlyle's views only as of February 26, 2026. This presentation may not be reference ...
Carlyle Presents Growth Outlook at 2026 Shareholder Update
Globenewswire· 2026-02-26 12:01
WASHINGTON and NEW YORK, Feb. 26, 2026 (GLOBE NEWSWIRE) -- Global investment firm Carlyle (NASDAQ: CG) is announcing its growth outlook and financial objectives at the 2026 Shareholder Update, beginning today at 8:30 a.m. EST. The program will include presentations by senior leadership, followed by a Q&A session. Carlyle will announce three-year financial targets to be achieved by the end of 2028, including: FRE of $1.9+ billionInflows of $200+ billionDE per common share of $6.00+ Carlyle is also announcing ...
P/E Ratio Insights for Carlyle Group - Carlyle Group (NASDAQ:CG)
Benzinga· 2026-02-24 22:00
Looking into the current session, Carlyle Group Inc. (NASDAQ:CG) shares are trading at $50.79, after a 0.20% drop. Over the past month, the stock fell by 15.63%, but over the past year, it actually went up by 2.58%. With questionable short-term performance like this, and great long-term performance, long-term shareholders might want to start looking into the company's price-to-earnings ratio. How Does Carlyle Group P/E Compare to Other Companies?The P/E ratio measures the current share price to the company' ...