For the quarter ended September 2025, Carlyle Group (CG) reported revenue of $782.5 million, down 12.6% over the same period last year. EPS came in at $0.98, compared to $0.95 in the year-ago quarter.
The reported revenue represents a surprise of -7.78% over the Zacks Consensus Estimate of $848.51 million. With the consensus EPS estimate being $0.98, 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.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
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 AUM Roll Forward - Global Private Equity - EOP: $163.45 billion versus $165.82 billion estimated by three analysts on average.
- Total AUM Roll Forward - EOP: $474.06 billion versus $478.66 billion estimated by three analysts on average.
- Fee-earning AUM Roll Forward - Global Private Equity - EOP: $101.15 billion compared to the $100.83 billion average estimate based on three analysts.
- Fee-earning AUM Roll Forward - Global Credit - EOP: $167.16 billion versus $168.83 billion estimated by three analysts on average.
- Revenues- Global Private Equity- Total: $346.5 million versus $455.09 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -36.7% change.
- Fee related performance revenues: $47.5 million versus the three-analyst average estimate of $42.33 million. The reported number represents a year-over-year change of +30.9%.
- Segment Revenues- Fund management fees: $573.9 million versus the three-analyst average estimate of $569.26 million. The reported number represents a year-over-year change of +9%.
- Segment Revenues- Realized performance revenues: $61.7 million compared to the $170.13 million average estimate based on three analysts. The reported number represents a change of -77.6% year over year.
- Segment Revenues- Realized principal investment income (loss): $49.5 million versus the three-analyst average estimate of $37.99 million. The reported number represents a year-over-year change of +444%.
- Segment Revenues- Total segment fee revenues: $653.7 million versus $653.72 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +10.8% change.
- Revenues- Global Private Equity- Fund management fees: $295 million versus the three-analyst average estimate of $293.65 million. The reported number represents a year-over-year change of -1.2%.
- Revenues- Global Private Equity- Total fee revenues: $301.5 million versus the three-analyst average estimate of $301.17 million. The reported number represents a year-over-year change of -1%.
View all Key Company Metrics for Carlyle here>>>
Shares of Carlyle have returned -11.2% over the past month versus the Zacks S&P 500 composite's -0.2% 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.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Carlyle Group Inc. (CG): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
