Equity method investments (Note 11)
The Carlyle Group Equity method investments (Note 11) increased by 3.6% to $2.98B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 5.4%, from $3.15B to $2.98B. Over 5 years (FY 2020 to FY 2025), Equity method investments (Note 11) shows an upward trend with a 9.7% CAGR.
Analysis
How to read this metric
Growth in this metric indicates strategic expansion through partnerships, while a decline may reflect divestitures or impairment of joint venture performance.
Detailed definition
This represents the company's interest in entities where it exerts significant influence but does not have full control,...
Peer comparison
Common for large-scale infrastructure companies that utilize joint ventures to manage complex logistics networks.
other_equity_method_investmentsHistorical Data
| 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 | $1.98B | $2.04B | $2.13B | $2.65B | $2.76B | $2.88B | $2.92B | $2.92B | $2.95B | $3.01B | $3.02B | $3.15B | $3.18B | $3.23B | $3.29B | $3.15B | $3.00B | $2.94B | $2.88B | $2.98B |
| QoQ Change | — | +3.0% | +4.4% | +24.6% | +4.0% | +4.5% | +1.3% | -0.2% | +1.2% | +1.9% | +0.5% | +4.0% | +1.1% | +1.7% | +1.8% | -4.2% | -4.8% | -2.0% | -2.1% | +3.6% |
| YoY Change | — | — | — | — | +39.4% | +41.4% | +37.3% | +9.9% | +7.0% | +4.3% | +3.5% | +7.9% | +7.7% | +7.5% | +8.9% | +0.2% | -5.6% | -9.0% | -12.5% | -5.4% |
Business Segments
| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Global Credit | $1.10B | $1.16B | $1.16B | $1.19B | $1.19B | $1.15B | $1.15B | $1.12B |
| Global Private Equity | $185.00M | $1.63B | $1.82B | $85.00M | $476.90M | -$781.40M | $1.38B | -$698.10M |
| Carlyle AlpInvest | — | — | — | $58.90M | $111.10M | $81.40M | $343.20M | -$19.70M |
| Global Investment Solutions | -$33.00M | $101.00M | — | — | — | — | — | — |
| Total | $3.18B | $3.23B | $3.29B | $3.15B | $3.00B | $2.94B | $2.88B | $2.98B |
Global Investment Solutions, Investment Solutions were previously reported and have since been discontinued or reclassified. Only currently active segments are shown in the chart.
Equity method investments (Note 11) at Other Companies
Frequently Asked Questions
- What is The Carlyle Group's equity method investments (note 11)?
- The Carlyle Group (CG) reported equity method investments (note 11) of $2.98B in Q1 2026.
- How has The Carlyle Group's equity method investments (note 11) changed year-over-year?
- The Carlyle Group's equity method investments (note 11) 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 (note 11)?
- Over 5 years (2020 to 2025), The Carlyle Group's equity method investments (note 11) has grown at a 9.7% compound annual growth rate (CAGR), from $1.81B to $2.88B.
- What does equity method investments (note 11) mean?
- The value of the company's ownership stakes in other businesses where it has significant influence but not full control.