Products & Services · Investment income (loss)

Realized — Investment income (loss)

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.

Analysis

StatementSegment
CategoryProfitability
SignalHigher is better
VolatilityVolatile
First reportedQ1 2016
Last reportedQ1 2026May 8, 2026
Rolls up toInterest Income

How to read this metric

An increase indicates successful realization of investment gains and strong fund performance, while a decrease suggests fewer exits or lower returns on exited assets.

Detailed definition

This metric represents the realized performance allocations, often referred to as carried interest, generated from the f...

Peer comparison

Comparable to 'Carried Interest' or 'Performance Fees' reported by other private equity firms and alternative asset managers.

Metric ID: cg_segment_realized_investment_income_loss

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$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%
Range$49.10M$1.31B
CAGR-37.1%
Avg YoY Growth+3.6%
Median YoY Growth-26.5%

Frequently Asked Questions

What is The Carlyle Group's realized — investment income (loss)?
The Carlyle Group (CG) reported realized — investment income (loss) of $50.40M in Q1 2026.
How has The Carlyle Group's realized — investment income (loss) changed year-over-year?
The Carlyle Group's realized — investment income (loss) decreased by 84.9% year-over-year, from $332.90M to $50.40M.
What is the long-term trend for The Carlyle Group's realized — investment income (loss)?
Over 4 years (2021 to 2025), The Carlyle Group's realized — investment income (loss) has grown at a -27.1% compound annual growth rate (CAGR), from $2.96B to $833.10M.
What does realized — investment income (loss) mean?
The realized profit share earned by the firm from successful investment fund exits.