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Carlyle Group Inc.

CG · Financials

No earnings release for Carlyle Group Inc. is held in this edition of the library, so no earnings line is shown.

Key results

Net incomequarter

$ 319.7

Common Stockholders $ 319.7 $ 137.1 $ 449.7 $ 4.9 Net income (loss) attributable to The Carlyle Group Inc.

SEC original ↗Carlyle Group Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2026

Realized Net Performance revenueytd

$115 million

YTD Realized Net Performance Revenues of $115 million for Q2 2026 and $135 million

SEC original ↗Carlyle Group Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2026

Realized Net Performance revenueQ2 2026

$135 million

YTD Realized Net Performance Revenues of $115 million for Q2 2026 and $135 million

SEC original ↗Carlyle Group Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2026

Net Accrued Performance revenueytd

$2.4 billion

YTD Net Accrued Performance Revenues of $2.4 billion as of

SEC original ↗Carlyle Group Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2026

YTD Realized Net Performance Revenues were $115 million in Q2 2026 and $135 million YTD Realized Principal Investment Income was $23 million in Q2 2026 and $51 million YTD Distributable Earnings $1,105 $1,236 $658 $1,526 $1,691 $799

SEC original ↗Carlyle Group Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2026

Realized Net Performance revenuequarter

$115 million

buyout fund, partially offset by the impact of appreciation in our international energy funds Realized Net Performance Revenues were $115 million in Q2 2026, driven by our fourth Japan buyout fund, which realized carry for the first time in Q2 2026, our sixth U.

SEC original ↗Carlyle Group Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2026

Realized Net Performance Revenues were $115 million in Q2 2026, driven by our fourth Japan buyout fund, which realized carry for the first time in Q2 2026, our sixth U.S. buyout fund, and our second credit opportunities fund

SEC original ↗Carlyle Group Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2026

buyout fund, and our second credit opportunities fund Performance Revenues 10 Net Accrued Performance Revenues Realized Net Performance Revenues ($mn) 4Q'25 2Q'26 2Q'26 Global Private Equity $ 1,940 $ 1,476 $ 93 Corporate Private Equity 1,527 1,017 86 Real Estate 70 35 4 Infrastructure & Natural Resources 343 425 2 Global Credit 263 283 21 Carlyle AlpInvest 656 655 1 Total $ 2,859 $ 2,415 $ 115 NET ACCRUED PERFORMANCE REVENUES dollars in millions See notes at end of document.

SEC original ↗Carlyle Group Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2026

AI analysis

Q2 2026 · reported Aug 5, 2026

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Net income · Q2 2026
$ 319.7
EX-99 · Aug 5, 2026
Realized Net Performance revenue · Q2 2026
$135M
EX-99 · Aug 5, 2026

Headline figures

MetricQ2 2026Prior qtrYear ago
Net income$ 319.7——
Realized Net Performance revenue$135 million——

EX-99 · Aug 5, 2026

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Dividend$0.35
Dividend$0.35
Dividend$0.35

Dividend The Board of Directors has declared a quarterly dividend of $0.35 per common share to holders of record at the close of business on August 17, 2026 , payable on August 26, 2026 .

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

The full detailed presentation of Carlyle s second quarter 2026 results can be viewed at ir.carlyle.com

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Dividend The Board of Directors has declared a quarterly dividend of $0.35 per common share to holders of record at the close of business on August 17, 2026 , payable on August 26, 2026 .

SEC original ↗Carlyle Group Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2026

These statements include, but are not limited to, statements related to our expectations, estimates, beliefs, projections, future plans and strategies, anticipated events or trends, and similar expressions and statements that are not historical facts, including our expectations regarding the performance of our business, our financial results, our liquidity and capital resources, contingencies, and our dividend policy.

SEC original ↗Carlyle Group Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2026

D I V I D E N D The Board of Directors has declared a quarterly dividend of $0.35 per common share to holders of record at the close of business on August 17, 2026, payable on August 26, 2026.

SEC original ↗Carlyle Group Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2026

The Board of Directors has declared a quarterly dividend of $0.35 per common share to holders of record at the close of business on August 17, 2026, payable on August 26, 2026.

SEC original ↗Carlyle Group Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2026

See Notes at the end of the document for our Dividend Policy.

SEC original ↗Carlyle Group Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2026

We had $2.6 billion in total debt obligations as of June 30, 2026 Key Balance Sheet Items1 (In Millions) 6/30/2026 Cash and cash equivalents $1,256.5 Net accrued performance revenues2 (net of related accrued compensation and accrued giveback) $2,414.6 Investments attributable to Carlyle shareholders3 $3,352.4 Debt obligations4 $2,648.5 Drawn revolving credit line ($1.0 billion available capacity) $0.0 (1) Balance sheet amounts presented exclude the effect of U.

SEC original ↗Carlyle Group Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2026

Strategy & priorities

This performance reflects the disciplined execution of our strategy and the momentum we continue to build across the firm.

SEC original ↗Carlyle Group Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2026

These statements include, but are not limited to, statements related to our expectations, estimates, beliefs, projections, future plans and strategies, anticipated events or trends, and similar expressions and statements that are not historical facts, including our expectations regarding the performance of our business, our financial results, our liquidity and capital resources, contingencies, and our dividend policy.

SEC original ↗Carlyle Group Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2026

Investment income, including performance allocations, in 2Q'26 primarily reflected unrealized performance allocations in our credit opportunities and aviation strategies in Global Credit, our secondaries & portfolio finance strategy in Carlyle AlpInvest, and our international energy strategy in Global Private Equity, partially offset by the reversal of unrealized performance allocations in our seventh U.

SEC original ↗Carlyle Group Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2026

buyout fund in our Global Private Equity segment, continued momentum in our Carlyle AlpInvest secondaries & portfolio finance strategy, as well as the closing of three new-issue U.

SEC original ↗Carlyle Group Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2026

liquid credit, direct lending, and opportunistic credit strategies, and our Global Private Equity segment, driven by purchases in our U.

SEC original ↗Carlyle Group Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2026

Risks & headwinds

Such forward-looking statements are subject to various risks, uncertainties, and assumptions.

SEC original ↗Carlyle Group Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2026

Legal Proceedings 122 Item 1A.

SEC original ↗Carlyle Group Inc. — 10-Q Quarterly report10-QAug 10, 2026

Revenue recognized for the investment management services provided is generally the amount determined at the end of the period because that is when the uncertainty for that period is resolved.

SEC original ↗Carlyle Group Inc. — 10-Q Quarterly report10-QAug 10, 2026

Accordingly, incentive fees are constrained until all uncertainty is resolved.

SEC original ↗Carlyle Group Inc. — 10-Q Quarterly report10-QAug 10, 2026

The transaction price for incentive fees is generally the amount determined at the end of each accounting period to which they relate because that is when the uncertainty for that period is resolved, as these fees are not subject to clawback.

SEC original ↗Carlyle Group Inc. — 10-Q Quarterly report10-QAug 10, 2026

Because of the inherent uncertainty, these estimated values may differ significantly from the values that would have been used had a ready market for the investments existed, and it is reasonably possible that the difference could be material.

SEC original ↗Carlyle Group Inc. — 10-Q Quarterly report10-QAug 10, 2026

Documents

Earnings deck slides

0 decks with slide view

Carlyle Group Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Carlyle Group Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Carlyle Group Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Carlyle Group Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Carlyle Group Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Carlyle Group Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Carlyle Group Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Arthur J. Gallagher & Co. (AJG) FinancialsSun Life Financial (SLF) FinancialsRaymond James Financial (RJF) FinancialsAflac (AFL) FinancialsING Group (ING) FinancialsNorthern Trust (NTRS) FinancialsCincinnati Financial (CINF) FinancialsCoinbase (COIN) Financials

Filings

39 documents

Earnings releases

8 documents

Presentations

7 documents

Transcripts

0 documents

No transcripts for Carlyle Group Inc. are held in this edition of the library.

Mentioned by

4 companies

Other tracked companies whose held documents mention Carlyle Group Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.