Carlyle (CG) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates

Financial Performance - Carlyle Group reported revenue of $1.04 billion for the quarter ended March 2025, reflecting a 2% increase year-over-year [1] - Earnings per share (EPS) for the quarter was $1.14, up from $1.01 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $970.32 million by 7.51% [1] - The company delivered an EPS surprise of 17.53%, with the consensus EPS estimate being $0.97 [1] Key Metrics - Total Assets Under Management (AUM) for Global Private Equity at the end of the period was $164.21 billion, slightly below the average estimate of $164.35 billion [4] - Total AUM for Global Investment Solutions was $89.23 billion, surpassing the average estimate of $84.21 billion [4] - Total AUM at the end of the period was $452.61 billion, exceeding the average estimate of $446.97 billion [4] Segment Revenues - Realized principal investment income was $30 million, above the average estimate of $28.05 million, but down 11% year-over-year [4] - Realized performance revenues were $355.10 million, compared to the estimated $316.07 million, representing a 10.7% decrease year-over-year [4] - Fund management fees totaled $525.50 million, slightly above the estimate of $522.96 million, marking a 1.9% increase year-over-year [4] - Transaction and portfolio advisory fees were $77.90 million, significantly exceeding the average estimate of $46.27 million, with a year-over-year increase of 191.8% [4] - Total segment fee revenues reached $642.90 million, surpassing the estimate of $605.80 million, reflecting a 12.5% increase year-over-year [4] - Global Credit fund management fees were $139.60 million, slightly above the estimate of $139.06 million, showing a 2% year-over-year change [4] - Total fee revenues for Global Credit were $231.80 million, exceeding the average estimate of $205.42 million, representing a 28.3% increase year-over-year [4] Stock Performance - Carlyle's shares returned 12.6% over the past month, compared to the S&P 500 composite's return of 13.7% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]