)
Edge31 Oct 2025
Rolls-Royce: Full Thrust Ahead
From century-old crafted perfection to pandemic shock and reset, Rolls-Royce's story is shaped by heritage, turbulence, and a disciplined climb back.
The Carlyle Group (CG) investor relations material
The Carlyle Group Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary31 Oct, 2025
Executive summary
Q3 2025 delivered strong results with $17 billion in organic inflows, record AUM of $474 billion, and significant capital raised across Global Wealth and Insurance Solutions, positioning the firm to exceed updated 2025 financial targets.
Fee-related earnings (FRE) were $312 million, up 12% year-over-year, and distributable earnings (DE) were $368 million ($0.96/share), both showing robust growth.
Strong client engagement and diversified growth drivers across credit, secondaries, and global wealth channels support momentum into 2026.
Financial highlights
U.S. GAAP income before provision for income taxes was $86 million, with a margin of 25.8%.
Total revenues for Q3 2025 were $2.88 billion, with total expenses of $2.36 billion.
Quarterly dividend declared at $0.35 per share, payable November 19, 2025.
Year-to-date FRE totaled $946 million, up 16%; distributable earnings YTD at $1.3 billion, up 10% from last year.
Total fee revenue increased 11% in Q3 and 13% YTD, the fastest pace in three years.
Outlook and guidance
Management expects strong momentum through year-end and into 2026, with the business well-positioned to exceed updated 2025 financial targets.
Confident in exceeding updated full-year targets: FRE growth of ~10% (up from 6%) and inflows of $50 billion (up from $40 billion).
Anticipate significant step up in realizations in Q4, with $4-5 billion of announced transactions likely to close.
Impact of Q3 unrealized losses on future carry?
AlpInvest & Insurance Solutions growth strategy
Drivers of the 79% in-carry ratio?
Detail AlpInvest & Insurance Solutions scaling
What drives confidence in exceeding 2025 targets?
What is the significance of $17B organic inflows?
Identify key growth drivers for 2026
Capital allocation priorities beyond repurchases?
ABF platform expansion plans and outlook
Carlyle's proprietary US economic data insights?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next The Carlyle Group earnings date
Q4 20256 Feb, 2026
Next The Carlyle Group earnings date
Q4 20256 Feb, 2026
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Massive Investment Firm
The Carlyle Group is an American investment firm with multinational operations. The company specializes in three key business segments: Global Private Equity, Global Credit, and Global Investment Solutions. It operates across various industries, including technology, media, telecommunications, healthcare, industrial, transportation, and consumer and retail. The company is headquartered in Washington, D.C. and its shares are listed on the Nasdaq.
Leveraged Buyouts
The Carlyle Group was established in 1987. Its early focus was on leveraged buyouts and private equity investments, primarily in the defense and aerospace sectors. This focus aligned with the founders' backgrounds and the political and economic climate of the time, especially in Washington, D.C., where the firm is headquartered. Today, Carlyle is one of the world's largest private equity firms, with a broad portfolio encompassing various sectors and geographies. It has evolved from a firm specializing in leveraged buyouts and defense sector investments to a global investment powerhouse with a diverse range of assets and strategies. Some examples of publicly traded companies similar to Carlyle are Blackstone, KKR, and Apollo Global Management.
Global Private Equity
Global Private Equity is the company’s largest business segment and its main driver of revenue, representing a significant portion of its assets under management Carlyle engages in a range of investment activities, focusing on acquiring and managing equity in private companies across various industries and geographies. Carlyle leverages its deep industry expertise, extensive global network, and significant capital resources to identify and invest in companies with the potential for value creation. The firm employs a hands-on approach, often actively participating in the strategic management of its portfolio companies to drive growth and operational improvements. Investments span multiple sectors, including technology, healthcare, industrial, consumer, and financial services.
Global Credit and Global Investment Solutions
In its Global Credit segment, Carlyle specializes in credit investments, offering a range of strategies that include direct lending, structured credit, and distressed credit. This segment caters to borrowers often underserved by traditional banks, providing flexible financing solutions.
The Global Investment Solutions division focuses on investment solutions across various asset classes. It offers customized portfolios, co-investment opportunities, and advisory services, primarily to institutional investors. It encompasses fund-of-funds, secondary investments, and private equity access programs, providing clients with tailored investment solutions.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage