For the quarter ended March 2025, Carlyle Group (CG) reported revenue of $1.04 billion, up 2% over the same period last year. EPS came in at $1.14, compared to $1.01 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $970.32 million, representing a surprise of +7.51%. The company delivered an EPS surprise of +17.53%, with the consensus EPS estimate being $0.97.
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: $164.21 billion versus the three-analyst average estimate of $164.35 billion.
- Total AUM Roll Forward - Global Investment Solutions - EOP: $89.23 billion versus $84.21 billion estimated by three analysts on average.
- Total AUM Roll Forward - EOP: $452.61 billion versus the three-analyst average estimate of $446.97 billion.
- Fee-earning AUM Roll Forward - Global Private Equity - EOP: $98.71 billion versus $99.21 billion estimated by three analysts on average.
- Segment Revenues- Realized principal investment income (loss): $30 million versus the four-analyst average estimate of $28.05 million. The reported number represents a year-over-year change of -11%.
- Segment Revenues- Realized performance revenues: $355.10 million versus $316.07 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -10.7% change.
- Segment Revenues- Fund management fees: $525.50 million versus $522.96 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +1.9% change.
- Segment Revenues- Transaction and portfolio advisory fees, net and other: $77.90 million versus the four-analyst average estimate of $46.27 million. The reported number represents a year-over-year change of +191.8%.
- Fee related performance revenues: $39.50 million compared to the $31.56 million average estimate based on four analysts. The reported number represents a change of +35.7% year over year.
- Segment Revenues- Total segment fee revenues: $642.90 million versus $605.80 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +12.5% change.
- Revenues- Global Credit- Fund management fees: $139.60 million compared to the $139.06 million average estimate based on three analysts. The reported number represents a change of +2% year over year.
- Revenues- Global Credit- Total fee revenues: $231.80 million compared to the $205.42 million average estimate based on three analysts. The reported number represents a change of +28.3% year over year.
View all Key Company Metrics for Carlyle here>>>
Shares of Carlyle have returned +12.6% over the past month versus the Zacks S&P 500 composite's +13.7% 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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