Carlyle Group (CG) reported $750.9 million in revenue for the quarter ended March 2026, representing a year-over-year decline of 28%. EPS of $0.89 for the same period compares to $1.14 a year ago.
The reported revenue represents a surprise of -16.41% over the Zacks Consensus Estimate of $898.26 million. With the consensus EPS estimate being $0.91, the EPS surprise was -2.57%.
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: $159.03 billion compared to the $166.07 billion average estimate based on three analysts. Total AUM Roll Forward - Global Credit - EOP: $209.5 billion compared to the $215.44 billion average estimate based on three analysts. Total AUM Roll Forward - EOP: $475.42 billion versus $486.25 billion estimated by three analysts on average. Fee-earning AUM Roll Forward - Global Private Equity - EOP: $99.06 billion compared to the $99.64 billion average estimate based on three analysts. Segment Revenues- Fund management fees: $544.5 million compared to the $566.14 million average estimate based on three analysts. The reported number represents a change of +3.6% year over year. Fee related performance revenues: $45.4 million versus the three-analyst average estimate of $50.63 million. The reported number represents a year-over-year change of +14.9%. Segment Revenues- Realized principal investment income (loss): $28.2 million versus $39.47 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -6% change. Segment Revenues- Total segment fee revenues: $644 million compared to the $669.19 million average estimate based on three analysts. The reported number represents a change of +0.2% year over year. Revenues- Global Private Equity- Fund management fees: $284.3 million versus the three-analyst average estimate of $294.98 million. The reported number represents a year-over-year change of +0.5%. Revenues- Global Private Equity- Total fee revenues: $293.2 million versus $306.53 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -1.5% change. Revenues- Global Private Equity- Realized performance revenues: $29.7 million versus $179.2 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -90.6% change. Revenues- Global Private Equity- Realized principal investment income: $11.8 million versus the three-analyst average estimate of $9.01 million. The reported number represents a year-over-year change of -21.9%.View all Key Company Metrics for Carlyle here>>>
Shares of Carlyle have returned +5.4% over the past month versus the Zacks S&P 500 composite's +11.4% 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.Beyond Nvidia: AI's Second Wave Is Here
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