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.
An increase indicates strong fund performance and successful exits, while a decrease suggests underperformance or a lack of realization events.
This metric represents the portion of investment income derived from performance-based fees or carried interest generate...
Comparable to 'Performance Fees' or 'Carried Interest' reported by other alternative asset managers like Blackstone or KKR.
cg_segment_principal_investment_income_loss_performance_revenues| 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 | $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% |