Equity Method Investments
The Carlyle Group Equity Method Investments increased by 3.6% to $2.98B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 5.4%, from $3.15B to $2.98B. Over 5 years (FY 2020 to FY 2025), Equity Method Investments shows an upward trend with a 9.7% CAGR.
Analysis
How to read this metric
An increase indicates strategic expansion through partnerships or joint ventures, while a decrease may signal divestments or impairment.
Detailed definition
These are investments in entities where the company exercises significant influence but does not have full control. The...
Peer comparison
Varies significantly based on corporate strategy; common in healthcare companies that partner with biotech startups or specialized diagnostic firms.
equity_method_investmentsHistorical Data
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $1.98B | $2.04B | $2.13B | $2.65B | $2.76B | $2.88B | $2.92B | $2.92B | $2.95B | $3.01B | $3.02B | $3.15B | $3.18B | $3.23B | $3.29B | $3.15B | $3.00B | $2.94B | $2.88B | $2.98B |
| QoQ Change | — | +3.0% | +4.4% | +24.6% | +4.0% | +4.5% | +1.3% | -0.2% | +1.2% | +1.9% | +0.5% | +4.0% | +1.1% | +1.7% | +1.8% | -4.2% | -4.8% | -2.0% | -2.1% | +3.6% |
| YoY Change | — | — | — | — | +39.4% | +41.4% | +37.3% | +9.9% | +7.0% | +4.3% | +3.5% | +7.9% | +7.7% | +7.5% | +8.9% | +0.2% | -5.6% | -9.0% | -12.5% | -5.4% |
Business Segments
| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Global Credit | $1.10B | $1.16B | $1.16B | $1.19B | $1.19B | $1.15B | $1.15B | $1.12B |
| Global Private Equity | $185.00M | $1.63B | $1.82B | $85.00M | $476.90M | -$781.40M | $1.38B | -$698.10M |
| Carlyle AlpInvest | — | — | — | $58.90M | $111.10M | $81.40M | $343.20M | -$19.70M |
| Global Investment Solutions | -$33.00M | $101.00M | — | — | — | — | — | — |
| Total | $3.18B | $3.23B | $3.29B | $3.15B | $3.00B | $2.94B | $2.88B | $2.98B |
Global Investment Solutions, Investment Solutions were previously reported and have since been discontinued or reclassified. Only currently active segments are shown in the chart.
Equity Method Investments at Other Companies
Frequently Asked Questions
- What is The Carlyle Group's equity method investments?
- The Carlyle Group (CG) reported equity method investments of $2.98B in Q1 2026.
- How has The Carlyle Group's equity method investments changed year-over-year?
- The Carlyle Group's equity method investments decreased by 5.4% year-over-year, from $3.15B to $2.98B.
- What is the long-term trend for The Carlyle Group's equity method investments?
- Over 5 years (2020 to 2025), The Carlyle Group's equity method investments has grown at a 9.7% compound annual growth rate (CAGR), from $1.81B to $2.88B.
- What does equity method investments mean?
- The value of investments in other companies where the firm has significant influence but not total control.