Other

Equity Method Investment, Excluding Performance Allocations

The Carlyle Group Equity Method Investment, Excluding Performance Allocations 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 Investment, Excluding Performance Allocations shows an upward trend with a 9.7% CAGR.

Analysis

StatementBalance Sheet Statement
SectionOther
First reportedQ4 2017
Last reportedQ1 2026May 8, 2026
Metric ID: other_equity_method_investment_excluding_performance_all_c33f36

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '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%
Range$1.98B$3.29B
CAGR+9.0%
Avg YoY Growth+8.9%
Median YoY Growth+7.2%

Frequently Asked Questions

What is The Carlyle Group's equity method investment, excluding performance allocations?
The Carlyle Group (CG) reported equity method investment, excluding performance allocations of $2.98B in Q1 2026.
How has The Carlyle Group's equity method investment, excluding performance allocations changed year-over-year?
The Carlyle Group's equity method investment, excluding performance allocations 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 investment, excluding performance allocations?
Over 5 years (2020 to 2025), The Carlyle Group's equity method investment, excluding performance allocations has grown at a 9.7% compound annual growth rate (CAGR), from $1.81B to $2.88B.