Carlyle Group (CG) Q3 2025 10-Q Quarterly Report

Filed: Nov 7, 2025Period ending Sep 30, 2025
Financials
Investment AdviceSEC EDGAR

Carlyle Group (CG) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Nov 7, 2025 for the fiscal period ending Sep 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

Carlyle Group Q3 2025 10-Q Analysis

Management Discussion & Analysis

  • Revenue $333M Q3 2025, down 87% YoY from $2.64B; nine months $2.88B, down 34% YoY from $4.39B
  • Net income $0.9M Q3 2025 vs $596M YoY; operating margin ~0.3% vs ~22% YoY (implied) due to sharp investment losses
  • Best segment: Global Credit DE rose 57% to $126M Q3 2025; worst: Global Private Equity DE down 38% to $147M Q3 2025
  • Fee-earning AUM up 6% to $333B; $16.9B inflows Q3, $58.7B past 12 months; Net outflows of $7.6B partially offset by market gains
  • Management cautious on AI-driven equity concentration, weak buyout exits, tariff impacts, and U.S. government shutdown risks

Risk Factors

  • No material changes to risk factors since 2024 10-K, risks remain consistent with prior annual report

Carlyle Group Q3 2025 Quarterly Financials
XBRL

Revenue

$333M

-87.4% YoY -78.8% QoQ

Net Income

$900,000

-99.8% YoY -99.7% QoQ

Net Margin

0.3%

-2233bp YoY -2005bp QoQ

Source: XBRL data from Carlyle Group Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.

Get deeper insights on Carlyle Group

Access full AI analysis, insider trading data, fund holdings, and cross-signal detection on SignalX.