Carlyle Group Inc
F:3VU

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Carlyle Group Inc
F:3VU
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Price: 52.98 EUR 5.14% Market Closed
Market Cap: 19B EUR

Carlyle Group Inc
Investor Relations

In the world of high finance, Carlyle Group Inc. stands as a formidable player, weaving its influence across various sectors through its adept management of alternative assets. Founded in 1987, Carlyle began with the vision of capitalizing on overlooked opportunities in the market. Today, the firm is a global investment powerhouse, managing billions across its extensive portfolio. Carlyle specializes in private equity, real assets, and credit, employing a nuanced strategy that seeks to generate substantial returns. By acquiring companies, improving their performance, and ultimately selling them for a profit, Carlyle taps into the lucrative cycle of buying low and selling high, often steering companies through pivotal growth phases. This approach is augmented by its real asset and credit investments, which stabilize returns and diversify risks across different market conditions.

Carlyle’s business model is intricately designed to capitalize on its global reach and sector-specific expertise. It operates through a complex amalgamation of funds that focus on diverse investment opportunities. This network of funds aligns investor capital with promising ventures, from aerospace to healthcare, ensuring a breadth of exposure that minimizes risks and maximizes potential gains. Carlyle earns revenue through management fees and performance incentives linked to the success of their investments—a model that encourages not just preservation, but active enhancement of company value. This intrinsic alignment with investor interests, coupled with a strategic focus on innovation and market trends, allows Carlyle to sustain its status as a leader in the competitive world of asset management.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Oct 31, 2025
AI Summary
Q3 2025

FRE Growth: Fee-related earnings (FRE) grew 12% year-over-year to $312 million, with management confident in exceeding its full-year FRE growth target of at least 10%.

Record AUM: Assets under management hit a record $474 billion, up 7% year-to-date, driven by strong organic inflows across credit, secondaries, and global wealth.

Strong Inflows: Organic inflows were $17 billion in Q3 and nearly $60 billion over the past 12 months, with management expressing strong momentum into 2026.

Realizations & Exits: Global private equity returned $19 billion to investors in the past year, 150% of the industry average, with more exits expected in Q4 and early 2026.

AlpInvest & Secondaries: AlpInvest FRE up over 80% year-to-date; closed its largest-ever secondaries fund at $20 billion.

Credit Platform Expansion: Global Credit AUM reached $208 billion, now 45% of firm-wide assets, with $10 billion of inflows in Q3.

Global Wealth Momentum: Global Wealth had its best fundraising quarter ever, raising $3 billion, with evergreen capital now over $32 billion.

Balance Sheet & Buybacks: Issued $800 million of 10-year notes and repurchased over $200 million of stock in Q3, maintaining a strong and flexible balance sheet.

Key Financials
Fee-Related Earnings (FRE)
$312 million
Fee-Related Earnings (FRE) Year-to-Date
$946 million
Assets Under Management (AUM)
$474 billion
Organic Inflows (Q3)
$17 billion
Organic Inflows (Last 12 Months)
$60 billion
Distributable Earnings (Q3)
$368 million
Distributable Earnings per Share (Q3)
$0.96
Distributable Earnings Year-to-Date
$1.3 billion
Fee Revenue Growth (Q3)
11%
Fee Revenue Growth Year-to-Date
13%
FRE Margin
48%
Capital Markets and Transaction Fees
$32 million
AlpInvest Capital Raised (Q3)
$6.3 billion
AlpInvest Capital Raised (Year-to-Date)
$15 billion
AlpInvest AUM
$102 billion
Global Credit Inflows (Q3)
$10 billion
Global Credit Inflows (Last 12 Months)
$31 billion
Global Credit AUM
$208 billion
Insurance Solutions Platform AUM
$87 billion
Reinsurance Agreement with Unum
$4 billion
CLO Platform AUM
$50 billion
CLO Inflows (Q3)
$3 billion
Direct Lending Platform AUM
$13 billion
Asset-Backed Finance Business AUM
$10 billion
Asset-Backed Finance Capital Raised (Q3)
$2 billion
Opportunistic Credit Strategy AUM
$20 billion
Available Capital - Global Private Equity
$40 billion
Announced Exit Transactions
$5 billion
Evergreen Capital (Wealth)
$32 billion
Global Wealth Inflows (Q3)
$3 billion
Global Wealth Inflows (Last 12 Months)
$6 billion
CAP Solution AUM (with UBS)
$1 billion
10-Year Notes Issued
$800 million
Stock Repurchases (Q3)
$200 million
Stock Repurchases (Year-to-Date)
$500 million
Capital Returned to Shareholders (Last 2 Years)
$2 billion
Earnings Call Recording
Other Earnings Calls

Management

Mr. William E. Conway Jr.
Co-Founder & Co-Chairman of the Board
No Bio Available
Mr. Harvey Mitchell Schwartz
CEO & Director
No Bio Available
Mr. John Christopher Redett
CFO & Head of Corporate Strategy
No Bio Available
Mr. Jeffrey William Ferguson
MD & General Counsel
No Bio Available
Mr. Christopher Finn
Senior Advisor
No Bio Available
Mr. James H. Hance Jr., CPA
Operating Executive & Director
No Bio Available
Mr. David Mark Rubenstein J.D.
Co-Founder & Non-Executive Co-Chairman
No Bio Available
Mr. Daniel A. D'Aniello
Co-Founder & Chairman Emeritus
No Bio Available
Mr. George Iain-Prentice Main CFA, MBA
Chief Executive Officer of Solutions
No Bio Available
Ms. Lindsay P. Lobue
COO, MD & Partner
No Bio Available

Contacts

Address
WASHINGTON DC
WASHINGTON
C/O The Carlyle Group, 1001 Pennsylvania Avenue, N.W.
Contacts
+12027295626.0
www.carlyle.com