The Carlyle Group Inc. reported significant financial performance in its latest quarterly filing, with total revenues reaching $1.57 billion for the three months ended June 30, 2025, a 47% increase from $1.07 billion in the same period last year. For the first half of 2025, revenues totaled $2.55 billion, up 45% from $1.76 billion in the first half of 2024. The surge in revenue was primarily driven by a substantial rise in performance allocations, which soared to $638.8 million from $198.2 million year-over-year, reflecting a 222% increase. Fund management fees also contributed to this growth, increasing by 16% to $620.4 million for the quarter.
In terms of profitability, Carlyle's net income attributable to the company was $319.7 million for the second quarter, a 116% increase compared to $148.2 million in the prior year. For the first half of 2025, net income reached $449.7 million, up 110% from $213.8 million in the same period of 2024. The company’s earnings per share also reflected this growth, with diluted earnings per share rising to $0.87 for the second quarter, compared to $0.40 in the previous year.
Carlyle's operational metrics showed a robust increase in fee-earning assets under management (AUM), which rose to $324.7 billion as of June 30, 2025, a 4% increase from $313.8 billion at the end of the first quarter. The company reported inflows of $18 billion during the second quarter, driven by strong fundraising efforts, particularly in its Global Credit and Carlyle AlpInvest segments. The Global Private Equity segment reported AUM of $165 billion, while Global Credit and Carlyle AlpInvest reported $203 billion and $97 billion, respectively.
Strategically, Carlyle has been active in expanding its investment portfolio, with a focus on capitalizing on market opportunities. The company deployed $14.6 billion across its platform during the second quarter, marking a 50% increase in capital deployment compared to the same period last year. Additionally, Carlyle's investment in Fortitude, a reinsurance company, continues to be a significant part of its strategy, with approximately $21.7 billion committed to various Carlyle strategies as of June 30, 2025.
Looking ahead, Carlyle remains optimistic about its growth trajectory, despite potential market volatility and economic uncertainties. The company anticipates continued strong performance in its investment funds, supported by ongoing capital inflows and strategic investments. Carlyle's management emphasized the importance of maintaining a diversified portfolio and leveraging its expertise across various asset classes to navigate the evolving market landscape.
About Carlyle Group Inc.
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