Carlyle Group Inc (CG) Return on Investment ROI from the second quarter of 2026 to second quarter of 2025 and for the year 2026, average high and low, overall ranking from Jun 30 2026 to Jun 30 2025 - CSIMarket
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Carlyle Group Inc   (NASDAQ: CG)
    Sector • Financial    Industry • Investment Services
   Industry • Investment Services
   Sector • Financial


Carlyle Group Inc's ROI from its second quarter of 2026 to the second quarter of 2025 and 5 Year Period

Return on Investment, Quarterly Results, Trends, Rankings, Statistics

What is Carlyle Group Inc's ROI in the second quarter of 2026?
Carlyle Group Inc achieved a return on average invested assets (ROI) of 1.8 % in its second quarter of 2026, which is below Carlyle Group Inc's average return on investment, which stands at 3.42%.

ROI fell compared to the first quarter of 2026, despite the net income growth of % from the first quarter of 2026.

Within the Financial sector 556 other companies had a higher return on investment. While return on investment, the total ranking has deteriorated compared to the first quarter of 2026 from 2167 to 2209.

Definition and Formula of Return on Investment


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Return On Investment (Jun 30 2026)
II. Quarter		 (Mar 31 2026)
I. Quarter		 (Dec 31 2025)
IV. Quarter		 (Sep 30 2025)
III. Quarter		 (Jun 30 2025)
II. Quarter
Y / Y Investment Change TTM 22.3 % 22.33 % 19.31 % 14.75 % 11.74 %
Y / Y Net Income Change TTM -59.32 % -44.03 % -4.8 % 8.04 % 790.62 %
Investment (TTM) in Millions 29,496 31,813 30,412 28,281 25,925
Return On Investment (TTM) 1.8 % 2.21 % 3.45 % 3.21 % 5.42 %
CG's Overall Ranking # 2209 # 2167 # 1574 # 1685 # 0
Seq. Investment Change TTM 3.07 % 6.31 % 6.38 % 4.93 % 3.09 %
Seq. Net Income Change TTM -16.04 % -31.81 % 14.3 % -37.84 % 15.54 %
Net Income (TTM) in Millions 541 644 945 827 1,330

CG Company Profile >> Back to CG Roi Comparisons >> See Annual CG Return On Investment



Return On Investment CG's Ranking
Within: No.
Industry # 54
Sector # 557
Overall # 2209

Return On Investment Statistics
High Average Low
12.39 %
3.42 %
-2.28 %
(Jun 30 2021)   (Jun 30 2016)







Financial Statements
Carlyle Group Inc's II. Quarter Investments $ 29,496 Millions CG's Balance sheet
Carlyle Group Inc's II. Quarter Income $ 225 Millions Quarterly CG's Income Statement
CG's Income by Division See CG's Income by Division


CG Annual Return On Investment (Dec 31 2025)
2025		 (Dec 31 2024)
2024		 (Dec 31 2023)
2023		 (Dec 31 2022)
2022		 (Dec 31 2021)
2021
Total Investments in Millions 30,412 23,844 21,769 22,003 21,268
Y / Y Investment Growth 27.54 % 9.53 % -1.06 % 3.46 % 36.34 %
Net Income in Millions 945 1,091 -497 1,285 3,045
Y / Y Net Income Growth -13.42 % - - -57.81 % 695.51 %
Annual Return On Investment 3.11 % 4.58 % -2.28 % 5.84 % 14.32 %


Annual Roi Comment
In the fiscal year 2025 ROI decreased relative to the previous year to 3.11 %, due to deterioration of net income.

Definition and Formula of Return on Investment

Other ROI Ratios
Investment Services Industry Roi Trends and Statistics
Financial Sector Return On Investment Statistics
Roi Trends for overall market
CG's Roi Ratio versus Investment Services Industry, Financial Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for CG's Competitors
Subscribers only: Roi for Carlyle Group Inc's Suppliers
Subscribers only: Return On Investment for CG's Customers

Other Ratios
CG's Roa CG's Inventory Turnover Ratio CG's Growth Rates CG's Dividend Statistics
CG's Profitability Ratios CG's Asset Turnover Ratio CG's Dividend Growth
CG's Roe CG's Valuation Ratios CG's Financial Strength Ratios CG's Dividend Payout Ratio



Companies with similar Return On Investment at Jun 30 2026, within Financial Sector ROI
Parke Bancorp Inc   4.95 %
Epr Properties  4.94 %
Diamondrock Hospitality Co  4.91 %
East West Bancorp inc   4.89 %
Northeast Community Bancorp inc   4.89 %
Bread Financial Holdings Inc   4.77 %
Home Bancshares Inc   4.73 %
Gp act Iii Acquisition Corp   4.72 %
Aldel Financial Ii inc   4.70 %
Unity Bancorp inc   4.69 %
Bancfirst Corporation  4.68 %
Hg Holdings Inc   4.67 %
Nnn Reit Inc   4.66 %
Plumas Bancorp  4.59 %
Avalonbay Communities inc   4.57 %
Trupanion Inc   4.56 %
German American Bancorp Inc   4.56 %
Oppenheimer Holdings Inc   4.55 %
Optimumbank Holdings Inc   4.54 %
Community Ban corp   4.54 %
Lakeland Financial Corporation  4.52 %
Community Trust Bancorp Inc   4.50 %
Cullen  4.50 %
Upstart Holdings Inc   4.46 %
First Community Bankshares Inc  4.46 %
Perella Weinberg Partners  4.46 %
Virginia National Bankshares Corp  4.43 %
Corecivic Inc   4.37 %
Axos Financial Inc   4.35 %
First Capital inc   4.33 %

Date modified: 2026-09-12T06:19:56+00:00



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