Carlyle's Q2 Earnings vs. Estimates: Key Metrics Revealed

Strong Financial Performance in Q2 2025

Carlyle Group (CG) delivered a robust financial performance for the quarter ended June 2025. The company reported revenue of $984 million, marking a significant increase of 24.7% compared to the same period in the previous year. Earnings per share (EPS) came in at $0.91, up from $0.78 in the year-ago quarter.

The revenue figure exceeded the Zacks Consensus Estimate of $957.66 million by 2.75%, showcasing strong operational results. However, the EPS matched the consensus estimate of $0.91, indicating that the company met expectations without any surprises.

While investors often focus on headline figures such as revenue and earnings, it is crucial to look beyond these metrics to understand a company's underlying performance. Key indicators can offer deeper insights into how a business is performing and help predict future stock price movements more accurately.

Key Metrics Highlighting Carlyle’s Performance

Here are some of the most closely monitored metrics for Carlyle during the just-reported quarter:

Total Fee-Earning AUM Roll Forward - EOP

• Reported: $324.7 billion
• Estimated (based on three analysts): $323.98 billion

Total AUM Roll Forward - EOP

• Reported: $464.6 billion
• Estimated (based on three analysts): $456.52 billion

Fee-Earning AUM Roll Forward - Global Private Equity - EOP

• Reported: $102.33 billion
• Estimated (based on three analysts): $103.54 billion

Fee-Earning AUM Roll Forward - Global Credit - EOP

• Reported: $162.78 billion
• Estimated (based on three analysts): $164.74 billion

Segment Revenues

Total Segment Fee Revenues

• Reported: $676.2 million
• Estimated (based on four analysts): $624.07 million
• Year-over-Year Change: +15.1%

Realized Principal Investment Income (Loss)

• Reported: $33.5 million
• Estimated (based on four analysts): $28.84 million
• Year-over-Year Change: +25.9%

Realized Performance Revenues

• Reported: $259.8 million
• Estimated (based on four analysts): $287.63 million
• Year-over-Year Change: +66%

Fund Management Fees

• Reported: $589.6 million
• Estimated (based on four analysts): $549.04 million
• Year-over-Year Change: +12.2%

Transaction and Portfolio Advisory Fees, Net and Other

• Reported: $47.9 million
• Estimated (based on four analysts): $35.26 million
• Year-over-Year Change: +65.7%

Additional Revenue Highlights

Fee Related Performance Revenues

• Reported: $38.7 million
• Estimated (based on four analysts): $39.78 million
• Year-over-Year Change: +16.9%

Global Credit - Total Fee Revenues

• Reported: $239.6 million
• Estimated (based on three analysts): $201.01 million
• Year-over-Year Change: +23.6%

Global Credit - Realized Performance Revenues

• Reported: $5.1 million
• Estimated (based on three analysts): $15.97 million
• Year-over-Year Change: -26.1%

Stock Performance and Market Outlook

Over the past month, shares of Carlyle have returned +7.7%, outperforming the Zacks S&P 500 composite, which saw a +0.5% change. The stock currently holds a Zacks Rank #3 (Hold), suggesting it may perform in line with the broader market in the near term.