Carlyle is a global investment firm that buys and grows companies across industries, from tech to real estate, using money from big institutions and wealthy clients. Think of it as a professional company-buyer that aims to sell them later for a profit.
Carlyle earns money from management fees on the assets it oversees, plus a share of profits when it sells investments successfully. Revenue hit USD 4.90B in 2025 with a 26.19% operating margin, though earnings swing sharply with market conditions.
Carlyle's brand and decades of deal relationships give it access to large buyouts that smaller firms can't handle, but competition from Blackstone and KKR is intense. Its moat is eroding as those rivals expand into similar strategies and fee pressure mounts.
Sell (sector percentile 10) — value D-, growth D, profitability C+, momentum D, revisions B. Updated daily, sector-relative, identical for every user.
Key events, in time order
Carlyle Global Credit to provide ~$600M hybrid capital
Q2 beats estimates as AUM grows y/y, expenses rise
Carlyle among bidders for BP's West Nile Delta gas assets
Carlyle joins bidding for BP's West Nile Delta gas assets, indicating energy sector expansion
Bank of Nova Scotia raised holdings by 527.6% in Q1, owning 106,689 shares, indicating institutional accumulation.
D.A. Davidson acted as exclusive advisor on Secturion's sale to Carlyle, deal closed.
Multiple sources report 2600 Sept call openings, showing capital interest
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