Carlyle Group (CG) Company Report

JSR Life Sciences has entered a definitive agreement to transfer Crown Bioscience Inc. to Adicon Holdings Limited, a premier independent clinical laboratory provider in China and a portfolio company of The Carlyle Group.
The transaction is expected to close in 2026.
This strategic move will enable Crown Bioscience to operate as a standalone entity under Adicon's ownership, positioning it to accelerate advancements in precision medicine and drug discovery for oncology.
Crown Bioscience's Global Biospecimens business will remain fully integrated within JSR Life Sciences.

Nov 13, 2025, 8:45 AM

Press Release

Carlyle Group Reports Q3 Earnings and Record AUM

Earnings

Guidance Update

Revenue Acceleration/Inflection

The Carlyle Group reported a significant drop in third-quarter net income to $900,000 from nearly $596 million the previous year, with distributable earnings per share of 96 cents, missing analyst estimates.
Despite the earnings miss, the firm achieved a record $474 billion in assets under management (AUM), driven by $17 billion in quarterly inflows and 11% fee revenue growth.
Management raised full-year financial targets, expecting 10% fee-related earnings growth and $50 billion in inflows.
The company's fee-related earnings margins stood at 48% for the quarter and year-to-date, surpassing last year's record of 46%.

Oct 31, 2025, 6:05 PM

WSJ

Carlyle Reports Strong Q3 2025 Results with Increased Guidance

Earnings

Guidance Update

Share Buyback

The Carlyle Group reported Q3 2025 Fee-Related Earnings (FRE) of $312 million, an increase of 12% year-over-year, contributing to $946 million year-to-date FRE, up 16%. The firm's Assets Under Management (AUM) reached a record $474 billion, growing 7% year-to-date.
The company achieved $17 billion in organic inflows for Q3 2025, with nearly $60 billion over the past 12 months, driven by strong contributions from credit, secondaries, and global wealth. This performance led to an updated full-year outlook for FRE growth of approximately 10% (up from 6%) and full-year inflows of $50 billion (up from $40 billion).
Key business segments demonstrated significant growth, with Carlyle Alpha Invest FRE increasing more than 80% year-to-date and Global Credit AUM reaching $208 billion, comprising 45% of firm-wide assets. Global Wealth recorded its best fundraising quarter ever with $3 billion in inflows.
Carlyle issued $800 million of 10-year notes at 5% and repurchased over $200 million of stock in Q3 2025, reflecting a disciplined capital allocation strategy.

Oct 31, 2025, 12:30 PM

Transcript

Carlyle Group Inc. Reports Q3 2025 Financial Results

Earnings

Dividends

Share Buyback

The Carlyle Group Inc. reported U.S. GAAP net income attributable to common stockholders of $0.9 million for Q3 2025, resulting in $0.00 basic and diluted earnings per share.
On a non-GAAP basis, Distributable Earnings were $368 million pre-tax, or $0.96 per common share post-tax, and Fee Related Earnings were $312 million for Q3 2025.
Total Assets Under Management grew 6% year-over-year to $474 billion, and Fee-earning Assets Under Management also increased 6% year-over-year to $332 billion as of September 30, 2025.
The company declared a quarterly dividend of $0.35 per common share and repurchased 3.3 million shares totaling $0.2 billion during the quarter.

Oct 31, 2025, 12:30 PM

Presentation

Carlyle Group Inc. Reports Q3 2025 Financial Results

Earnings

Dividends

Guidance Update

Carlyle Group Inc. reported income before provision for income taxes of $86 million and a margin of 25.8% on income before provision for income taxes for the third quarter ended September 30, 2025.
The company generated $17 billion of organic quarterly inflows and had $474 billion of assets under management as of September 30, 2025.
The Board of Directors declared a quarterly dividend of $0.35 per common share, payable on November 19, 2025, to holders of record on November 10, 2025.
CEO Harvey M. Schwartz indicated that the company is well-positioned to exceed its updated 2025 financial targets.

Oct 30, 2025, 9:39 PM

8-K

Baxter Reports Third-Quarter 2025 Results

Earnings

CEO Change

Product Launch

Baxter reported third-quarter 2025 sales from continuing operations of $2.84 billion, an increase of 5% on a reported basis and 2% on an operational basis.
Adjusted diluted earnings per share from continuing operations for the third quarter of 2025 was $0.69, marking a 41% increase over the prior year.
Andrew Hider joined the company as president and chief executive officer (CEO).
For full-year 2025, Baxter now expects sales growth from continuing operations of 4% to 5% on a reported basis and adjusted earnings from continuing operations of $2.35 to $2.40 per diluted share.
The company launched the Welch Allyn Connex 360 Vital Signs Monitor, its next-generation patient monitoring device.

Oct 30, 2025, 11:15 AM

Press Release

Carlyle Group's Fortitude Re Enters Funding Agreement Backed Note Market

Debt Issuance

New Projects/Investments

Fortitude Re, supported by investors including Carlyle, is entering the funding agreement backed note market with an inaugural offering.
The offering consists of $500 million aggregate principal amount of 4.625% notes due Oct. 6, 2028, with settlement expected on October 6, 2025.
These notes are anticipated to carry ratings of BBB+ from Fitch and A3 from Moody's.
This strategic move is part of Fortitude Re's growth strategy to diversify capital sources and reinforce its balance sheet.

Sep 30, 2025, 2:35 PM

Press Release

Carlyle Group Inc. issues $800 million in senior notes

Debt Issuance

The Carlyle Group Inc. entered into an underwriting agreement on September 16, 2025, to issue $800,000,000 aggregate principal amount of 5.050% Senior Notes due 2035.
The notes were issued by The Carlyle Group Inc. and are unconditionally guaranteed by Carlyle Holdings I L.P., Carlyle Holdings II L.L.C., Carlyle Holdings III L.P., and CG Subsidiary Holdings L.L.C..
The settlement date for these notes is September 19, 2025, and they will mature on September 19, 2035.
The notes have a coupon rate of 5.050% and were offered to the public at 99.767% per note.
The gross proceeds from the offering, before expenses and underwriting discount, are $798,136,000.

Sep 19, 2025, 8:16 PM

8-K

Carlyle Prices $800 Million Senior Notes Offering

Debt Issuance

Global investment firm Carlyle (NASDAQ: CG) priced an offering of $800 million aggregate principal amount of its 5.050% senior notes due 2035 on September 16, 2025.
The offering is expected to close on September 19, 2025, with the net proceeds intended for general corporate purposes.
The notes will be fully and unconditionally guaranteed by Carlyle Holdings I L.P., Carlyle Holdings II L.L.C., Carlyle Holdings III L.P., and CG Subsidiary Holdings L.L.C..

Sep 17, 2025, 12:12 AM

8-K

Carlyle Group Reports Strong Q2 2025 Results and Raises Full-Year Outlook

Earnings

Guidance Update

Management Change

Carlyle Group Inc. reported a strong second quarter of 2025, achieving record Fee Related Earnings (FRE) of $323 million , an 18% increase year-over-year , and record Assets Under Management (AUM) of $465 billion.
The firm demonstrated significant capital activity, with $51 billion of organic inflows over the past twelve months and nearly $15 billion returned to investors in corporate private equity during the same period.
Carlyle updated its 2025 outlook, now expecting full year FRE growth of approximately 10%, an increase from the prior outlook of 6%. Full year inflows are also projected to reach $50 billion, up from the previous outlook of $40 billion.
Key leadership appointments were announced, including John Ruddett, Mark Jenkins, and Jeff Nettleman as Co-Presidents, and Justin Bluff as the new Chief Financial Officer, effective January.

Aug 6, 2025, 6:05 PM

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