The Carlyle Group Inc. (CG) Shareholder/Analyst Call Transcript
CG posts record FRE, AUM and $54B in inflows in 2025, beating targets and setting sights on more than $200B inflows by 2028.
Singapore-headquartered engineering services firm Quest Global is looking to go public in India in the next 12 to 18 months, betting on rising demand from energy and defence clients to fuel growth, its co-founder and CEO told Reuters.
StandardAero is upgraded to strong buy, reflecting reduced overhang from Carlyle/GIC ownership and compelling valuation versus peers. Recent share price volatility stems from expected shareholder exits, not operational weakness; Carlyle's stake has dropped from 63% to 32%. SARO trades at a discount to peers, with EBITDA and free cash flow estimates stable and a modestly raised price target of $42.28.
CG stock gains 5.9% after Q4 earnings meet estimates and assets under management rises year over year, supported by higher fee and performance revenues.
The Carlyle Group Inc. (CG) Q4 2025 Earnings Call Transcript
Carlyle Group is poised to acquire most of Russian oil producer Lukoil's foreign assets, initially valued at $22 billion by analysts.
The news comes weeks after the Trump administration blocked a previous deal with commodities trader Gunvor.
Russia's No.2 oil producer Lukoil said on Thursday it has agreed to sell its unit, LUKOIL International GmbH, which oversees the company's foreign assets, to U.S. private equity firm Carlyle Group.
U.S.-listed cannabis stocks are back in focus as expectations build around a potential shift in federal marijuana policy.
While the top- and bottom-line numbers for Carlyle (CG) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Carlyle Credit Income Fund has refinanced its preferred shares, issuing 7.375% Series D Preferred Shares due 2028 at a lower coupon. CCID offers a shorter duration and lower cost of capital, benefiting from falling rates and increased market familiarity with CCIF's portfolio. The new CCID shares are callable from October 2026, so investors should focus on yield-to-worst and avoid paying significant premiums.