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The Carlyle Group CG Equity Method Investments

Equity Method Investments at other companies

TPG Inc. logo
TPG Inc.TPG
$944.71M+132%
Blue Owl Capital logo
Blue Owl CapitalOWL
$71.5M+14.9%
GCM Grosvenor Inc. logo
GCM Grosvenor Inc.GCMG
$262.81M+8.3%
Prospect Capital logo
Prospect CapitalPSEC
$6.3B-8.7%
Oaktree Specialty Lending logo
Oaktree Specialty LendingOCSL
$2.77B
MidCap Financial Investment Corporation logo
MidCap Financial Investment CorporationMFIC
$48K-99.3%

Segments

By segment

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Global Credit$1.12B-5.7%
Global Private Equity-$698.1M-921%
Carlyle AlpInvest-$19.7M-133%

Other financials

Income statement

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Revenue$254.0M-73.9%
Net income-$132.2M-202%
EPS (diluted)-$0.37-206%

Balance sheet

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Cash & equivalents$1.7B+40.3%
Total debt$466.8M-6.8%
Total equity$7.4B+15.5%
Total assets$29.8B+23.8%

Cash flow

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Operating cash flow-$1.2B-253%
CapEx$28.1M+68.3%
Free cash flow-$1.3B-244%

Valuation

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Market cap$16.34B-28.1%
Enterprise value$15.13B-31.1%
P/E29.9×+11.8×
P/S+0.4×

Profitability

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Net margin13.5%-5.5pp
FCF margin-105.3%

Returns & leverage

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Return on equity7.9%-9.9pp
Debt / equity0.1×0.0×

Where this comes from

Reported directly by The Carlyle Group in its filing.

Tagged under the XBRL concept us-gaap:EquityMethodInvestments.

The official record: The Carlyle Group’s 10-Q, filed May 8, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is The Carlyle Group's equity method investments?
The Carlyle Group (CG) reported equity method investments of $2.98B in Q1 2026.
How has The Carlyle Group's equity method investments changed year-over-year?
The Carlyle Group's equity method investments 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 investments?
Over 5 years (2020 to 2025), The Carlyle Group's equity method investments has grown at a 9.7% compound annual growth rate (CAGR), from $1.81B to $2.88B.
What does equity method investments mean?
Investments in unconsolidated affiliates and joint ventures where the company has significant influence (typically 20-50% ownership), carried at proportional book value.