The Carlyle Group Realized — Investment income (loss) decreased by 84.9% to $50.40M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 84.9%, from $332.90M to $50.40M. Over 4 years (FY 2021 to FY 2025), Realized — Investment income (loss) shows a downward trend with a -27.1% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase indicates successful realization of investment gains and strong fund performance, while a decrease suggests fewer exits or lower returns on exited assets.
This metric represents the realized performance allocations, often referred to as carried interest, generated from the f...
Comparable to 'Carried Interest' or 'Performance Fees' reported by other private equity firms and alternative asset managers.
cg_segment_realized_investment_income_loss| 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 | $456.60M | $1.02B | $1.31B | $266.90M | $541.60M | $770.50M | $469.80M | $179.60M | $386.10M | $49.10M | $252.20M | $389.70M | $147.90M | $266.40M | $243.50M | $332.90M | $116.70M | $49.40M | $334.10M | $50.40M |
| QoQ Change | — | +123.0% | +28.8% | -79.6% | +102.9% | +42.3% | -39.0% | -61.8% | +115.0% | -87.3% | +413.6% | +54.5% | -62.0% | +80.1% | -8.6% | +36.7% | -64.9% | -57.7% | +576.3% | -84.9% |
| YoY Change | — | — | — | — | +18.6% | -24.3% | -64.2% | -32.7% | -28.7% | -93.6% | -46.3% | +117.0% | -61.7% | +442.6% | -3.4% | -14.6% | -21.1% | -81.5% | +37.2% | -84.9% |