For the quarter ended June 2025, Carlyle Group (CG) reported revenue of $984 million, up 24.7% over the same period last year. EPS came in at $0.91, compared to $0.78 in the year-ago quarter.
The reported revenue represents a surprise of +2.75% over the Zacks Consensus Estimate of $957.66 million. With the consensus EPS estimate being $0.91, the company has not delivered EPS surprise.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Carlyle performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Total Fee-earning AUM Roll Forward - EOP: $324.7 billion compared to the $323.98 billion average estimate based on three analysts.
- Total AUM Roll Forward - EOP: $464.6 billion versus $456.52 billion estimated by three analysts on average.
- Fee-earning AUM Roll Forward - Global Private Equity - EOP: $102.33 billion versus $103.54 billion estimated by three analysts on average.
- Fee-earning AUM Roll Forward - Global Credit - EOP: $162.78 billion versus the three-analyst average estimate of $164.74 billion.
- Segment Revenues- Total segment fee revenues: $676.2 million versus $624.07 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +15.1% change.
- Segment Revenues- Realized principal investment income (loss): $33.5 million versus $28.84 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +25.9% change.
- Segment Revenues- Realized performance revenues: $259.8 million versus the four-analyst average estimate of $287.63 million. The reported number represents a year-over-year change of +66%.
- Segment Revenues- Fund management fees: $589.6 million versus $549.04 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +12.2% change.
- Segment Revenues- Transaction and portfolio advisory fees, net and other: $47.9 million versus $35.26 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +65.7% change.
- Fee related performance revenues: $38.7 million compared to the $39.78 million average estimate based on four analysts. The reported number represents a change of +16.9% year over year.
- Revenues- Global Credit- Total fee revenues: $239.6 million versus $201.01 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +23.6% change.
- Revenues- Global Credit- Realized Performance Revenues: $5.1 million versus the three-analyst average estimate of $15.97 million. The reported number represents a year-over-year change of -26.1%.
View all Key Company Metrics for Carlyle here>>>
Shares of Carlyle have returned +7.7% over the past month versus the Zacks S&P 500 composite's +0.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Carlyle Group Inc. (CG): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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