Carlyle Group Inc (CG) Return on Investment ROI from the third quarter of 2026 to third quarter of 2025 and for the year 2026, average high and low, overall ranking from Sep 30 2026 to Sep 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 third quarter of 2026 to the third quarter of 2025 and 5 Year Period

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

What is Carlyle Group Inc's ROI in the third quarter of 2026?
Carlyle Group Inc achieved a return on average invested assets (ROI) of 1.39 % in its third quarter of 2026, which is below Carlyle Group Inc's average return on investment, which stands at 3.32%.

ROI decreased relative to the period ending Jun 30 2026, due to the decline in net income.

Within the Financial sector 572 other companies had a higher return on investment. While return on investment, the total ranking has deteriorated compared to the second quarter of 2026 from 2167 to 2206.

Definition and Formula of Return on Investment


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Return On Investment (Sep 30 2026)
III. Quarter		 (Jun 30 2026)
II. Quarter		 (Mar 31 2026)
I. Quarter		 (Dec 31 2025)
IV. Quarter		 (Sep 30 2025)
III. Quarter
Y / Y Investment Change TTM 18.01 % 22.3 % 22.33 % 19.31 % 14.75 %
Y / Y Net Income Change TTM -49.1 % -59.32 % -35.68 % 12.06 % 34.24 %
Investment (TTM) in Millions 29,775 29,496 31,813 30,412 28,281
Return On Investment (TTM) 1.39 % 1.8 % 2.21 % 3.45 % 3.21 %
CG's Overall Ranking # 2206 # 2167 # 1574 # 1685 #
Seq. Investment Change TTM 1.24 % 3.07 % 6.31 % 6.38 % 4.93 %
Seq. Net Income Change TTM -22.22 % -16.04 % -31.81 % 14.3 % -37.84 %
Net Income (TTM) in Millions 421 541 644 945 827

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



Return On Investment CG's Ranking
Within: No.
Industry # 56
Sector # 573
Overall # 2206

Return On Investment Statistics
High Average Low
12.39 %
3.32 %
-2.25 %
(Jun 30 2021)   (Jun 30 2016)







Financial Statements
Carlyle Group Inc's III. Quarter Investments $ 29,775 Millions CG's Balance sheet
Carlyle Group Inc's III. Quarter Income $ -8 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 Sep 30 2026, within Financial Sector ROI
Sunrise Realty Trust Inc   3.80 %
Humana Inc  3.77 %
Stag Industrial inc   3.75 %
Apple Hospitality Reit Inc   3.75 %
Donegal Group Inc   3.66 %
Extra Space Storage Inc   3.61 %
W P Carey Inc   3.59 %
Cme Group Inc   3.59 %
Oppenheimer Holdings Inc   3.58 %
Ridgepost Capital Inc   3.57 %
Acadia Realty Trust  3.45 %
Alignment Healthcare Inc   3.42 %
Bread Financial Holdings Inc   3.42 %
Schwab Charles Corp  3.36 %
Cto Realty Growth Inc   3.36 %
Upstart Holdings Inc   3.36 %
Essential Properties Realty Trust Inc   3.26 %
Pra Group Inc  3.19 %
Lxp Industrial Trust  3.18 %
Atlanticus Holdings Corp  3.15 %
Mid america Apartment Communities Inc   3.06 %
Axis Capital Holdings Limited  3.01 %
Hagerty Inc   2.95 %
Cedar Realty Trust Inc   2.95 %
Ryan Specialty Holdings Inc   2.93 %
Weyerhaeuser Company  2.88 %
Lendingclub Corporation  2.87 %
Centene Corporation  2.79 %
Ameriprise Financial Inc   2.78 %
Tpg Inc   2.77 %

Date modified: 2026-11-09T18:27:35+00:00



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