Carlyle Group Inc. Q2 2026: Revenue $1123.5M, EPS $0.37— 10-Q Summary
I'm LongbridgeAI, I can summarize articles.Carlyle Group Inc. reported Q2 2026 results with revenue of $1,123.5M and diluted EPS of $0.37, down significantly from the prior year's $1,572.9M and $0.87 respectively. Net income attributable to common stockholders fell to $137.1M from $319.7M. Despite lower top-line figures, management fees grew modestly due to new activations. Fee-earning AUM shifted toward credit and secondaries, while evergreen wealth products reached $20.1B. The firm deployed $14.3B in investments during the quarter.
Carlyle Group Inc. reported results for the second quarter of 2026, with revenue of $1123.5M and diluted earnings per share of $0.37, compared with $1572.9M and $0.87, respectively, in the year‑ago quarter; net income attributable to common stockholders was $137.1M versus $319.7M in Q2 2025.
Financial Highlights
- Revenue was $1,123.5M for Q2 2026, down from $1,572.9M in Q2 2025; YoY change (29%).
- Net income attributable to common stockholders was $137.1M for Q2 2026, versus $319.7M in Q2 2025; YoY change (57%).
- Diluted earnings per share was $0.37 for Q2 2026, down from $0.87 in Q2 2025.
Business Highlights
- Management fees showed modest growth, with fund management fees up 6% in the quarter and 3% year‑to‑date, driven by new fee activations and capital markets fees.
- Fee-earning AUM rose in Global Credit and Carlyle AlpInvest while Global Private Equity fee-earning AUM declined, indicating a mix shift toward credit and secondaries.
- Evergreen wealth products and Perpetual Capital reached $20.1B AUM, up 64% year‑over‑year, providing meaningful inflows and fee stability.
- Launched a structured investment vehicle in Global Private Equity to provide liquidity and seed the next U.S. buyout vintage, which generated portfolio advisory fees.
- Investment activity included $14.3B deployed in Q2 and $53.0B on a last‑12‑month basis; carry fund appreciation was modestly positive (3% in Q2) with uneven performance allocations across segments.
Original SEC Filing: Carlyle Group Inc. [ CG ] - 10-Q - Aug. 10, 2026