Products & Services · Performance revenues

Principal investment income (loss) — Performance revenues

The Carlyle Group Principal investment income (loss) — Performance revenues increased by 76.6% to $69.60M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 25.2%, from $93.10M to $69.60M. Over 4 years (FY 2021 to FY 2025), Principal investment income (loss) — Performance revenues shows a downward trend with a -19.0% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementSegment
CategoryProfitability
SignalHigher is better
VolatilityVolatile
First reportedQ3 2020
Last reportedQ1 2026May 8, 2026

How to read this metric

An increase indicates strong fund performance and successful exits, while a decrease suggests underperformance or a lack of realization events.

Detailed definition

This metric represents the portion of investment income derived from performance-based fees or carried interest generate...

Peer comparison

Comparable to 'Performance Fees' or 'Carried Interest' reported by other alternative asset managers like Blackstone or KKR.

Metric ID: cg_segment_principal_investment_income_loss_performance_revenues

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$139.50M$165.20M$162.90M$319.60M$56.70M$127.60M$70.00M$14.70M$29.30M$108.80M$37.30M$79.60M$90.80M$47.40M$49.90M$93.10M$66.20M$87.70M$39.40M$69.60M
QoQ Change+18.4%-1.4%+96.2%-82.3%+125.0%-45.1%-79.0%+99.3%+271.3%-65.7%+113.4%+14.1%-47.8%+5.3%+86.6%-28.9%+32.5%-55.1%+76.6%
YoY Change-59.4%-22.8%-57.0%-95.4%-48.3%-14.7%-46.7%+441.5%+209.9%-56.4%+33.8%+17.0%-27.1%+85.0%-21.0%-25.2%
Range$14.70M$319.60M
CAGR-13.6%
Avg YoY Growth+19.6%
Median YoY Growth-24.0%

Frequently Asked Questions

What is The Carlyle Group's principal investment income (loss) — performance revenues?
The Carlyle Group (CG) reported principal investment income (loss) — performance revenues of $69.60M in Q1 2026.
How has The Carlyle Group's principal investment income (loss) — performance revenues changed year-over-year?
The Carlyle Group's principal investment income (loss) — performance revenues decreased by 25.2% year-over-year, from $93.10M to $69.60M.
What is the long-term trend for The Carlyle Group's principal investment income (loss) — performance revenues?
Over 4 years (2021 to 2025), The Carlyle Group's principal investment income (loss) — performance revenues has grown at a -19.0% compound annual growth rate (CAGR), from $666.00M to $286.40M.
What does principal investment income (loss) — performance revenues mean?
Revenue earned from performance-based fees and carried interest on managed investment funds.