The Carlyle Group (CG) Operating Margin: History & Chart

The Carlyle Group Inc.(CG)

Asset Management · Washington, DC

$39.32-0.50 (-1.26%)

Delayed quote: Oct 5, 2026, 4:00 PM EDT

About The Carlyle Group Inc.

The Carlyle Group Inc. is a leading global investment firm that employs both direct investment and fund-of-fund strategies. Its direct investment expertise is extensive, encompassing management-led leveraged buyouts, privatizations, and divestitures, as well as strategic minority equity investments. The firm also allocates capital to structured credit opportunities, global distressed and corporate situations, and small-to-middle market enterprises. Its venture and growth capital activities span the full spectrum, from seed/startup and early-stage funding to emerging growth, turnaround situations, mid-venture, late-venture, and Private Investment in Public Equity (PIPES). Carlyle structures its investments across four primary segments: Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions. Carlyle's investment interests are remarkably broad, covering an extensive array of sectors worldwide. These include major industries like industrials (such as manufacturing, building products, chemicals, and metals), consumer and retail (including food and beverage, consumer products, and services), aerospace and defense, technology (covering software, semiconductors, and communications infrastructure), healthcare (services, pharmaceuticals, and medical devices), energy and power, real estate (from office and hotel properties to residential and specialized segments like student housing and senior living), financial services, transportation, telecommunications, media, business services, agribusiness, fintech, utilities, and gaming. The firm actively seeks out growing businesses, including those with overleveraged balance sheets. Typically, Carlyle aims to hold its investments for four to six years, although some may be held for three to five years, with specific mandates for automotive and transportation sector holdings also falling within the four-to-six-year range. With a significant global footprint, Carlyle actively invests across North America (including specific U.S. regions, Mexico, Argentina, Brazil, Chile, and Peru), Europe (encompassing Western, Central-Eastern, and Nordic regions), Asia (including India, Southeast Asia, Korea, Japan, and China), Australia, New Zealand, the Middle East, and both Sub-Saharan and North Africa. The firm has particular geographic interests, such as focusing on the food, financial, and healthcare industries in Western China, and in Japan, it specifically targets companies valued between $100 million and $150 million, avoiding those with over 1,000 employees. Financially, Carlyle typically commits $1 million to $50 million for venture investments and $50 million to $2 billion for buyouts. It targets companies with an enterprise value between $31.57 million and $1 billion, sales ranging from $10 million to $500 million, a market capitalization exceeding $50 million, and EBITDA between $5 million and $25 million. Carlyle is flexible regarding its ownership stake, often taking either a majority or a minority position, and frequently acts as the lead equity investor, originating and structuring transactions. The Carlyle Group Inc. was founded in 1987 and is headquartered in Washington, D.C. It maintains a robust global presence with additional offices in 21 countries across five continents: North America, South America, Asia, Australia, and Europe.

Washington, DC

2,500 employees

www.carlyle.com

Financial Services / Asset Management

Sector: Financial Services
Industry: Asset Management
CEO: Harvey Mitchell Schwartz

View full financials

CG Operating Margin Metrics

OPERATING MARGIN

19.11%

OPERATING MARGIN AVG TTM

5.73%

OPERATING MARGIN AVG 3Y

23.59%

OPERATING MARGIN AVG 5Y

33.42%

OPERATING MARGIN AVG 10Y

31.89%

OPERATING MARGIN AVG 15Y

29.64%

OPERATING MARGIN AVG 20Y

N/A

CURRENT VS TTM AVG

+233.23%

CURRENT VS 3Y AVG

-18.98%

CURRENT VS 5Y AVG

-42.82%

CURRENT VS 10Y AVG

-40.07%

CURRENT VS 15Y AVG

-35.52%

CURRENT VS 20Y AVG

N/A

SECTOR MEDIAN · FINANCIAL SERVICES

17.91%

median of 411 covered companies

CURRENT VS SECTOR MEDIAN

+6.70%

vs the sector median at left

NAME	MARKET CAP	OPERATING MARGIN	TTM	3Y	5Y
The Carlyle Group Inc. (CG)	$14.15B	19.11%	5.73%	23.59%	33.42%
Everest Group, Ltd. (EG)vs ›	$14.52B	15.38%	10.02%	9.96%	9.93%
Invesco Ltd. (IVZ)vs ›	$13.52B	-7.10%	1.41%	4.25%	9.65%
Ares Capital Corporation (ARCC)vs ›	$13.51B	62.93%	64.87%	63.92%	65.36%
Assurant, Inc. (AIZ)vs ›	$13.20B	9.86%	8.15%	6.74%	6.76%
Bitmine Immersion Technologies, Inc. (BMNR)vs ›	$15.26B	7288.12%	3607.09%	1609.86%	1073.24%
State Street Consumer Staples Select Sector SPDR ETF (XLP)vs ›	$13.04B	N/A	N/A	N/A	N/A
Futu Holdings Limited (FUTU)vs ›	$15.31B	63.93%	55.17%	51.81%	49.39%
iShares Expanded Tech-Software Sector ETF (IGV)vs ›	$15.42B	N/A	N/A	N/A	N/A
Globe Life Inc. (GL)vs ›	$12.88B	24.38%	23.67%	22.59%	22.36%

NAME

MARKET CAP

OPERATING MARGIN

TTM

The Carlyle Group Inc. (CG)

$14.15B

19.11%

5.73%

23.59%

33.42%

Everest Group, Ltd. (EG)vs ›

$14.52B

15.38%

10.02%

9.96%

9.93%

Invesco Ltd. (IVZ)vs ›

$13.52B

-7.10%

1.41%

4.25%

9.65%

Ares Capital Corporation (ARCC)vs ›

$13.51B

62.93%

64.87%

63.92%

65.36%

Assurant, Inc. (AIZ)vs ›

$13.20B

9.86%

8.15%

6.74%

6.76%

Bitmine Immersion Technologies, Inc. (BMNR)vs ›

$15.26B

7288.12%

3607.09%

1609.86%

1073.24%

State Street Consumer Staples Select Sector SPDR ETF (XLP)vs ›

$13.04B

N/A

Futu Holdings Limited (FUTU)vs ›

$15.31B

63.93%

55.17%

51.81%

49.39%

iShares Expanded Tech-Software Sector ETF (IGV)vs ›

$15.42B

N/A

Globe Life Inc. (GL)vs ›

$12.88B

24.38%

23.67%

22.59%

22.36%

Operating Margin FAQ

What is the operating margin for The Carlyle Group Inc. (CG)?

The operating margin for CG stock is 19.11%.

Is The Carlyle Group Inc.'s operating margin high or low?

The operating margin of 19.11% is 43% below its 5-year average of 33.42%, near the low end of its 5-year range (-74.05%–381.48%).

What is the TTM average operating margin for The Carlyle Group Inc. (CG)?

The TTM average operating margin for CG stock is 5.73%.

What is the 3Y average operating margin for The Carlyle Group Inc. (CG)?

The 3Y average operating margin for CG stock is 23.59%.

What is the 5Y average operating margin for The Carlyle Group Inc. (CG)?

The 5Y average operating margin for CG stock is 33.42%.

What is the 10Y average operating margin for The Carlyle Group Inc. (CG)?

The 10Y average operating margin for CG stock is 31.89%.

What is the 15Y average operating margin for The Carlyle Group Inc. (CG)?

The 15Y average operating margin for CG stock is 29.64%.

DATE	OPERATING MARGIN
2026-06-30	27.14%
2026-03-31	-74.05%
2025-12-31	27.13%
2025-09-30	10.99%
2025-06-30	37.46%
2025-03-31	21.17%
2024-12-31	28.63%
2024-09-30	53.06%
2024-06-30	23.77%
2024-03-31	16.00%
2023-12-31	381.48%
2023-09-30	19.99%
2023-06-30	-12.28%
2023-03-31	21.09%
2022-12-31	22.86%
2022-09-30	40.08%
2022-06-30	36.62%
2022-03-31	61.18%
2021-12-31	65.56%
2021-09-30	61.29%
2021-06-30	73.27%
2021-03-31	73.55%
2020-12-31	63.55%
2020-09-30	51.38%
2020-06-30	39.77%
2020-03-31	189.53%
2019-12-31	-10.12%
2019-09-30	38.78%
2019-06-30	56.65%
2019-03-31	53.00%
2018-12-31	-26.78%
2018-09-30	11.43%
2018-06-30	36.93%
2018-03-31	22.95%
2017-12-31	53.14%
2017-09-30	31.85%
2017-06-30	35.22%
2017-03-31	39.96%
2016-12-31	2.33%
2016-09-30	-9.92%
2016-06-30	13.08%
2016-03-31	3.78%
2015-12-31	-28.80%
2015-09-30	-156.03%
2015-06-30	41.37%
2015-03-31	46.42%
2014-12-31	-36.28%
2014-09-30	21.48%
2014-06-30	41.84%
2014-03-31	38.06%
2013-12-31	53.37%
2013-09-30	-1.33%
2013-06-30	31.22%
2013-03-31	42.97%
2012-12-31	73.26%
2012-09-30	17.51%
2012-06-30	-38.80%
2012-03-31	48.77%
2011-12-31	38.03%
2011-09-30	450.67%
2011-06-30	54.94%
2011-03-31	80.48%
2010-12-31	65.62%
2010-09-30	61.91%

DATE

OPERATING MARGIN

2026-06-30

27.14%

2026-03-31

-74.05%

2025-12-31

27.13%

2025-09-30

10.99%

2025-06-30

37.46%

2025-03-31

21.17%

2024-12-31

28.63%

2024-09-30

53.06%

2024-06-30

23.77%

2024-03-31

16.00%

2023-12-31

381.48%

2023-09-30

19.99%

2023-06-30

-12.28%

2023-03-31

21.09%

2022-12-31

22.86%

2022-09-30

40.08%

2022-06-30

36.62%

2022-03-31

61.18%

2021-12-31

65.56%

2021-09-30

61.29%

2021-06-30

73.27%

2021-03-31

73.55%

2020-12-31

63.55%

2020-09-30

51.38%

2020-06-30

39.77%

2020-03-31

189.53%

2019-12-31

-10.12%

2019-09-30

38.78%

2019-06-30

56.65%

2019-03-31

53.00%

2018-12-31

-26.78%

2018-09-30

11.43%

2018-06-30

36.93%

2018-03-31

22.95%

2017-12-31

53.14%

2017-09-30

31.85%

2017-06-30

35.22%

2017-03-31

39.96%

2016-12-31

2.33%

2016-09-30

-9.92%

2016-06-30

13.08%

2016-03-31

3.78%

2015-12-31

-28.80%

2015-09-30

-156.03%

2015-06-30

41.37%

2015-03-31

46.42%

2014-12-31

-36.28%

2014-09-30

21.48%

2014-06-30

41.84%

2014-03-31

38.06%

2013-12-31

53.37%

2013-09-30

-1.33%

2013-06-30

31.22%

2013-03-31

42.97%

2012-12-31

73.26%

2012-09-30

17.51%

2012-06-30

-38.80%

2012-03-31

48.77%

2011-12-31

38.03%

2011-09-30

450.67%

2011-06-30

54.94%

2011-03-31

80.48%

2010-12-31

65.62%

2010-09-30

61.91%

Operating Margin: 19.11%

CG Operating Margin

CG Average Operating Margin Chart

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CG Competitors' Operating Margin

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