The Carlyle Group Inc.: Carlyle Group Earnings: Improved Equity and Credit Markets Should Boost Future Results

The Carlyle Group Inc. (NASDAQ: CG) has reported strong financial results for the fourth quarter and full year ended December 31, 2024, driven by improved equity and credit markets. The company's Chief Executive Officer, Harvey M. Schwartz, attributed the firm's success to its ability to capture opportunities in a changing and dynamic market, driven by its global teams and diversified platform. Carlyle delivered record Fee Related Earnings (FRE) and FRE margin, as well as robust inflows, meeting every financial target set for the year.

Carlyle's strong cash position, which grew to $2.5 billion as of December 31, 2021, provides the capital to support larger next-generation funds and new strategies. The company's leadership is focused on driving long-term shareholder value by improving investment activities, expanding capital formation capabilities, and strategically building the firm for the future. Carlyle's ability to navigate the evolving market and execute on its Strategic Plan has positioned the firm for continued success in 2025.



Carlyle's improved balance sheet and liquidity position, driven by strong market conditions and successful capital raising, enable the company to invest more aggressively, explore new strategies, and pursue growth opportunities. The firm's record investment activity of $34 billion in 2021, with valuations increasing 41% annually and realizations of $44 billion across its carry funds, demonstrates Carlyle's ability to capitalize on favorable market conditions. Additionally, Carlyle's record fundraising of $51 billion in 2021, nearly double what it raised in 2020, further strengthens the company's balance sheet and liquidity position.

In conclusion, Carlyle Group's strong financial performance, driven by improved equity and credit markets, positions the firm for continued success in 2025. The company's strategic focus on growth, strong cash position, and ability to navigate the evolving market enable Carlyle to invest more aggressively, explore new strategies, and pursue growth opportunities. As the company continues to execute on its Strategic Plan, investors can expect Carlyle to deliver consistent results and create long-term shareholder value.