The Carlyle Group Inc.
The Carlyle Group Inc. is classed by the SEC under Investment Advice (industry code 6282), based in Washington, DC. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $4.8 billion and a profit of $809 million (its filed statements).
vs its business-model standard
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a asset management business: prior from its industry code (SEC 6282, Investment Advice); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 4.3 out of ten, 9 of 9 metrics filed: past 4.2 out of ten, present 4.6 out of ten, future 4.0 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
- Surviving crises (past): 2.4 out of ten. 1 warning event since 2017; the latest 2020-01-02. 24th percentile among 48 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Track record (past): 2.8 out of ten. +8.6% a year over 10 filed years; profitable in 9 of 10. 28th percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Shareholder treatment (past): 7.4 out of ten. Share count grew 0.5% a year. 100% of cash flow returned. Insiders: 3 sales, 0 purchases. 74th percentile among 36 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Financial health (present): 4.7 out of ten. ROE 13%: 13¢ of profit per shareholder dollar. Leverage 76%: owes 76¢ per asset dollar. 47th percentile among 44 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Industry position (present): 5.7 out of ten. top 43% of 42 in its family; net margin 19.8%. 57th percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Leadership (present): 3.1 out of ten. bottom 31% of 34 in its family for leadership; chief executive since 2023. 31st percentile among 34 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
- Room to expand (future): 3.4 out of ten. bottom 33% of 41 in its family for room to expand. 33rd percentile among 41 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Growth drivers (future): 3.4 out of ten. bottom 34% of 41 in its family for growth drivers. 34th percentile among 41 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Expectations vs reality (future): 5.3 out of ten. top 47% of 40 in its family for expectations against reality. 53rd percentile among 40 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-02-27 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-10 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-08-05 (on EDGAR). Newest filing: Form 144, 2026-09-11. Filings on record since 2011. Read from EDGAR 2026-10-12.
Where the revenue comes from
By geography: Americas 69%, EMEA 30%, Asia Pacific 1%. As tagged in its annual report (Form 10-K, filed 2026-02-27).
Who runs it
Schwartz, Harvey M (Chief Executive Officer); Rubenstein, David M. (The reporting person's title is Founder and Co-Executive Chairman.); Conway, William E Jr (Title: Founder and Co-Executive Chairman Pursuant to Rule 16a-1(a)(4) of the Securities Exchange Act of 1934, as amended, the reporting per); Jenkins, Mark David (Co-President); Nedelman, Jeffrey (Co-President); Redett, John C. (Co-President); Plouffe, Justin (Chief Financial Officer); Lobue, Lindsay (Chief Operating Officer); Andrews, Charles Elliott Jr. (Chief Accounting Officer); Heinzelman, Kate Elizabeth (General Counsel); and 10 more. 20 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
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