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Dec 31, 2025
Carlyle Q4 2025 Earnings Report
Carlyle delivered record fee-related earnings and strong profitability in the fourth quarter.
Key Takeaways
Carlyle reported a strong fourth quarter with significantly higher revenue and net income, driven by record fee-related earnings, higher investment income, and solid performance across its core segments.
Total revenue increased sharply year over year in Q4 2025.
Net income attributable to common stockholders rose significantly.
Fee-related earnings reached a quarterly record.
Assets under management continued to grow year over year.
Revenue by Segment
Forward Guidance
Management expects continued momentum into 2026 supported by strong fundraising and deployment activity.
Positive Outlook
- Strong fundraising momentum across platforms.
- Record fee-related earnings provide earnings visibility.
- Growing perpetual capital base.
- Healthy deployment pipeline.
- Strong balance sheet and liquidity position.
Challenges Ahead
- Market volatility may impact investment performance.
- Realization timing could affect performance revenues.
- Macroeconomic uncertainty remains elevated.
- Interest rate fluctuations may impact valuations.
- Regulatory and geopolitical risks persist.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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