Boardroom Alpha
8-K primary document
CG · Current Report (Form 8-K) · Filed May 7, 2026

Carlyle Group Inc8-K exhibit

cg202603318-kexx991.htm
CG 2026.03.31 8-K EX-99.1
Page | 1
Exhibit 99.1
carlyle_logoxrgba.jpg
Carlyle Reports First Quarter 2026 Financial Results
Washington, D.C. and New York, NY – May 7, 2026 – The Carlyle Group Inc. (NASDAQ: CG) today reported
its unaudited results for the first quarter ended March 31, 2026. The full detailed presentation of Carlyle’s first
quarter 2026 results can be viewed at ir.carlyle.com.
U.S. GAAP results for Q1 2026 included loss before provision (benefit) for income taxes of $179 million and a
margin on loss before provision (benefit) for income taxes of 70.5%.
Carlyle Chief Executive Officer Harvey M. Schwartz said, “Our first quarter results reflect continued momentum
executing against our strategic plan. Carlyle AlpInvest delivered another quarter of exceptional growth, fundraising
for both institutional and wealth clients had a strong start to the year, and we had a record quarter for U.S. Buyout
realizations – each reinforcing our confidence in the path to achieving the 2028 targets we laid out at our February
Shareholder Update. We remain disciplined and focused, and our conviction in Carlyle's long-term earnings
trajectory has never been stronger.”
Dividend
The Board of Directors has declared a quarterly dividend of $0.35 per common share to holders of record at the
close of business on May 18, 2026, payable on May 28, 2026.
Conference Call
Carlyle will host a conference call at 8:30 a.m. EDT on Thursday, May 7, 2026, to announce its first quarter 2026
financial results. The conference call will be available via public webcast from the Events & Presentations section
of ir.carlyle.com and a replay will also be available on our website soon after the call’s completion.
About Carlyle
Carlyle (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across
three business segments: Global Private Equity, Global Credit, and Carlyle AlpInvest. With $475 billion of assets
under management as of March 31, 2026, Carlyle’s purpose is to invest wisely and create value on behalf of its
investors, portfolio companies, and the communities in which we live and invest. Carlyle employs more than 2,500
people in 28 offices across four continents. Further information is available at www.carlyle.com. Follow Carlyle on
X @OneCarlyle and LinkedIn at The Carlyle Group.
Page | 2
Forward-Looking Statements
This press release may contain forward-looking statements within the meaning of Section 27A of the Securities Act
of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These statements
include, but are not limited to, statements related to our expectations, estimates, beliefs, projections, future plans and
strategies, anticipated events or trends, and similar expressions and statements that are not historical facts, including
our expectations regarding the performance of our business, our financial results, our liquidity and capital resources,
contingencies, and our dividend policy. You can identify these forward-looking statements by the use of words such
as “outlook,” “believes,” “expects,” “potential,” “continues,” “may,” “will,” “should,” “seeks,” “approximately,”
“predicts,” “intends,” “plans,” “estimates,” “anticipates,” or the negative version of these words or other comparable
words. Such forward-looking statements are subject to various risks, uncertainties, and assumptions. Accordingly,
there are or will be important factors that could cause actual outcomes or results to differ materially from those
indicated in these statements including, but not limited to, those described in this press release and under the section
entitled “Risk Factors” in our Annual Report on Form 10-K for the year ended December 31, 2025, filed with the
U.S. Securities and Exchange Commission (“SEC”) on February 27, 2026, as such factors may be updated from
time to time in our periodic filings with the SEC, which are accessible on the SEC’s website at www.sec.gov. These
factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements
that are included in this press release and in our other periodic filings with the SEC. We undertake no obligation to
publicly update or review any forward-looking statements, whether as a result of new information, future
developments, or otherwise, except as required by applicable law.
This press release does not constitute an offer for any Carlyle fund.
Contacts:
Public Investor Relations
 
 
Media
Daniel Harris
 
 
Brittany Bensaull
Phone: +1 (212) 813-4527
 
 
Phone: +1 (212) 813-4839
daniel.harris@carlyle.com
 
 
brittany.bensaull@carlyle.com
Disclaimer

The opinions and information contained herein have been obtained or derived from sources believed to be reliable, but Boardroom Alpha cannot guarantee its accuracy and completeness, and that of the opinions based thereon.

This report contains opinions and is provided for informational purposes only – it does not constitute investment, legal or tax advice. You should not rely solely upon the research herein for purposes of transacting securities or other investments, and you are encouraged to conduct your own research and due diligence, and to seek the advice of a qualified securities professional before you make any investment.

None of the information contained in this report constitutes, or is intended to constitute a recommendation by Boardroom Alpha of any particular security or trading strategy or a determination by Boardroom Alpha that any security or trading strategy is suitable for any specific person. To the extent any of the information contained herein may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person.

No representation or warranty, expressed or implied, is made on behalf of Boardroom Alpha as to the accuracy or completeness of the information contained herein. Boardroom Alpha does not accept any liability for any direct, indirect or consequential loss or damage suffered by any person as a result of relying on all or any part of this research and any liability is expressly disclaimed.

Full disclaimer