Every material Form 8-K Carlyle Group (The) filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Carlyle reported unaudited third quarter 2026 results, with a U.S. GAAP net loss attributable to the company of $8 million, or $0.02 per diluted share, compared with a $0.9 million profit a year earlier. Distributable Earnings rose to $433 million, or $1.12 per share, from $368 million, or $0.96 per share, in the prior-year quarter, while Fee Related Earnings fell 6% to $293 million. Shareholders also received a $0.35 quarterly dividend declaration.
U.S. GAAP net loss attributable to The Carlyle Group Inc. was $8 million, or $0.02 per diluted share, versus $0.9 million, or $0.00 per share, in Q3 2025
Distributable Earnings were $433 million, or $1.12 per common share, versus $368 million, or $0.96, in Q3 2025
Fee Related Earnings were $293 million, down 6% from $312 million in Q3 2025
Quarterly dividend of $0.35 per share declared, payable November 23, 2026 to holders of record on November 16, 2026
Carlyle reported second quarter 2026 results on August 5, 2026. U.S. GAAP net income attributable to common stockholders fell to $137 million, or $0.37 per diluted share, from $320 million, or $0.87, a year earlier, while total revenues fell to $1.12 billion from $1.57 billion. Non-GAAP distributable earnings rose to $472 million from $431 million, and the Board declared a $0.35 quarterly dividend.
GAAP net income attributable to common stockholders was $137 million, or $0.37 per diluted share, in Q2 2026, versus $320 million, or $0.87, in Q2 2025
Total revenues were $1.12 billion in Q2 2026, versus $1.57 billion in Q2 2025
Distributable earnings were $472 million in Q2 2026, or $1.07 per share, versus $431 million in Q2 2025; fee related earnings were $358 million
Quarterly dividend of $0.35 per share is payable August 26, 2026 to holders of record on August 17, 2026
At its June 3, 2026 annual meeting, Carlyle Group shareholders approved the Amended and Restated 2012 Equity Incentive Plan, which the board had already approved subject to shareholder approval. Shareholders also re-elected all 13 director nominees, ratified Ernst & Young LLP as auditor for 2026, and approved named executive officer compensation on a non-binding basis.
Equity Incentive Plan approved: 252,707,398 for, 49,426,621 against, 185,626 abstain, 30,694,352 broker non-votes
All 13 director nominees elected to one-year terms; lowest support was William E. Conway, Jr. and others with 288,425,619 or more votes for; Lawton W. Fitt received 288,425,619 for and 13,894,026 withheld
Say-on-pay (non-binding): 246,902,606 for and 54,984,239 against
Ernst & Young LLP ratified as independent registered public accounting firm for 2026: 325,337,355 for and 7,384,983 against
Carlyle appointed Kate Heinzelman, former General Counsel of the Central Intelligence Agency, as its General Counsel effective June 29, 2026. Jeffrey Ferguson, who has held the role since 1999, will move to a Senior Advisor role on the same date to support the transition.
Kate Heinzelman joins as General Counsel effective June 29, 2026, reporting directly to CEO Harvey Schwartz
Heinzelman served as CIA General Counsel from July 2022 to January 2025
Jeffrey Ferguson, General Counsel since 1999, becomes a Senior Advisor effective June 29, 2026
Ferguson's planned retirement was first disclosed on December 5, 2025
Carlyle Group reported a first-quarter 2026 net loss attributable to common stockholders of $132.2 million, or $0.37 per diluted share, compared with net income of $130.0 million, or $0.35 per diluted share, in the first quarter of 2025. Total revenues fell to $254.0 million from $973.1 million, and the company said its investment loss primarily reflected reversal of unrealized performance allocations. Distributable Earnings were $327 million versus $455 million a year earlier, and the board declared a $0.35 quarterly dividend.
GAAP net loss attributable to common stockholders was $132.2 million ($0.37 per diluted share) in Q1 2026, versus net income of $130.0 million ($0.35 per diluted share) in Q1 2025
Total revenues were $254.0 million in Q1 2026, compared with $973.1 million in Q1 2025
Distributable Earnings were $327 million in Q1 2026 versus $455 million in Q1 2025; Fee Related Earnings were $300 million, down 3% from $311 million
Quarterly dividend of $0.35 per common share, record date May 18, 2026, payable May 28, 2026
Carlyle reported unaudited fourth-quarter and full-year 2025 results, with Q4 net income attributable to common stockholders up from $211 million a year earlier and full-year figures mixed. Full-year 2025 revenue was $4.78 billion, down from $5.43 billion in 2024, and full-year diluted EPS was $2.18 versus $2.77, while Fee Related Earnings rose 12% to $1.2 billion. The Board also declared a quarterly dividend of $0.35 per share.
Q4 2025 net income attributable to common stockholders was $358 million, or $0.96 per diluted share, versus $211 million, or $0.57, in Q4 2024
FY 2025 net income attributable to common stockholders was $809 million, or $2.18 per diluted share, versus $1.02 billion, or $2.77, in FY 2024
Fee Related Earnings were $290 million in Q4 2025 and $1.2 billion for FY 2025, up 12% from $1.1 billion in FY 2024
Quarterly dividend of $0.35 per common share is payable February 20, 2026, to holders of record on February 16, 2026
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Carlyle Group (The) filing is on SEC EDGAR ↗. 8-K briefs of other companies →