# EDGAR Filing Document

**Accession Number:** 0001527166
**File Stem:** 0001527166-25-000122
**Filing Date:** 2025-10
**Character Count:** 12570
**Document Hash:** 4af87c7c52c969ea8ca05b8c818ec14a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001527166-25-000122.hdr.sgml**: 20251031

**ACCESSION NUMBER**: 0001527166-25-000122

**CONFORMED SUBMISSION TYPE**: 8-K

**PUBLIC DOCUMENT COUNT**: 56

**CONFORMED PERIOD OF REPORT**: 20251031

**ITEM INFORMATION**: Results of Operations and Financial Condition

**ITEM INFORMATION**: Financial Statements and Exhibits

**FILED AS OF DATE**: 20251031

**DATE AS OF CHANGE**: 20251030

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Carlyle Group Inc.
- **CENTRAL INDEX KEY:** 0001527166
- **STANDARD INDUSTRIAL CLASSIFICATION:** INVESTMENT ADVICE [6282]
- **ORGANIZATION NAME:** 02 Finance
- **EIN:** 452832612
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 8-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-35538
- **FILM NUMBER:** 251437289

**BUSINESS ADDRESS:**
- **STREET 1:** C/O THE CARLYLE GROUP
- **STREET 2:** 1001 PENNSYLVANIA AVENUE, N.W.
- **CITY:** WASHINGTON
- **STATE:** DC
- **ZIP:** 20004
- **BUSINESS PHONE:** 202 729 5626

**MAIL ADDRESS:**
- **STREET 1:** C/O THE CARLYLE GROUP
- **STREET 2:** 1001 PENNSYLVANIA AVENUE, N.W.
- **CITY:** WASHINGTON
- **STATE:** DC
- **ZIP:** 20004

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Carlyle Group L.P.
- **DATE OF NAME CHANGE:** 20110801

?xml version='1.0' encoding='ASCII'? cg-20251031

**UNITED STATES**

**SECURITIES AND EXCHANGE COMMISSION**

**Washington, DC 20549**

**FORM 8-K**

**CURRENT REPORT**

**Pursuant to Section 13 OR 15(d) of the**

**Securities Exchange Act of 1934**

**Date of Report (Date of earliest event reported): October 31, 2025**

![Carlyle-Logo-blue.jpg](cg-20251031_g1.jpg)

## The Carlyle Group Inc.
**(Exact name of registrant as specified in its charter)**

---

| | | |
|:---|:---|:---|
| **Delaware** | **001-35538** | **45-2832612** |
| **(State or Other Jurisdiction**<br>**of Incorporation)**<br>| **(Commission**<br>**File Number)**<br>| **(IRS Employer**<br>**Identification No.)**<br>|
| **1001 Pennsylvania Avenue, NW** | **1001 Pennsylvania Avenue, NW** | **1001 Pennsylvania Avenue, NW** |
| **Washington, DC20004-2505** | **Washington, DC20004-2505** | **Washington, DC20004-2505** |
| **(Address of Principal Executive Offices, Including Zip Code)** | **(Address of Principal Executive Offices, Including Zip Code)** | **(Address of Principal Executive Offices, Including Zip Code)** |

---

**(202) 729-5626**

**(Registrant's Telephone Number, Including Area Code)**

**Not Applicable**

**(Former Name or Former Address, if Changed Since Last Report)**

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any

of the following provisions (see General Instruction A.2. below):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

---

| | |
|:---|:---|
| **Title of each class** | **Name of each exchange on which registered** |
| Common Stock<br> CG | The Nasdaq Global Select Market |
| 4.625% Subordinated Notes due 2061 of Carlyle Finance <br>L.L.C.<br>CGABL | The Nasdaq Global Select Market |

---

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405

of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying

with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

---

| | |
|:---|:---|
| **Item 2.02** | **Results of Operations and Financial Condition.** |

---

On October 31, 2025, The Carlyle Group Inc. issued a summary press release and a detailed earnings presentation announcing

financial results for its third quarter ended September 30, 2025. The summary press release and the earnings presentation are

furnished as Exhibit 99.1 and Exhibit 99.2, respectively, to this Current Report on Form 8-K (this "Report").

The information in this Report, including the exhibits hereto, shall not be deemed "filed" for purposes of Section 18 of the

Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section, nor shall it be deemed

incorporated by reference in any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth by

specific reference in such a filing.

---

| | |
|:---|:---|
| **Item 9.01** | **Financial Statements and Exhibits.** |

---

**(d)Exhibits.**

---

| | |
|:---|:---|
| **<u>Exhibit No.</u>** | **<u>Description</u>** |
| 99.1 | <u>[Summary earnings press release of The Carlyle Group Inc., dated October 31, 2025.](cg202509308-kexx991.htm)</u> |
| 99.2 | <u>[Earnings presentation of The Carlyle Group Inc., dated October 31, 2025.](cg202509308-kexx992edgar.htm)</u> |
| 104 | Cover Page Interactive Data File (embedded within the Inline XBRL document). |

---

**SIGNATURES**

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on

its behalf by the undersigned hereunto duly authorized.

---

| | | |
|:---|:---|:---|
|  | **The Carlyle Group Inc.** | **The Carlyle Group Inc.** |
| Date: October 30, 2025 | By: | /s/ John C. Redett |
|  | Name: | John C. Redett |
|  | Title: | Chief Financial Officer |

---

## Exhibit 99.1

Page \| 1

**Exhibit 99.1**

![carlyle-logoxbluea.jpg](carlyle-logoxbluea.jpg)

**Carlyle Reports Third Quarter2025 Financial Results**

**Washington, D.C. and New York, October 31, 2025** – The Carlyle Group Inc. (NASDAQ: CG) today reported its

unaudited results for the third quarter ended September 30, 2025. The full detailed presentation of Carlyle'sthird

quarter 2025 results can be viewed at ir.carlyle.com.

U.S. GAAP results for Q32025 included income before provision for income taxes of $86 million and a margin on

income before provision for income taxes of 25.8%.

Carlyle Chief Executive Officer Harvey M. Schwartz said, "Our strong third quarter results demonstrate continued

execution of our strategic growth plan. We generated $17 billion of organic quarterly inflows, continued to scale

strategic areas like Carlyle AlpInvest and Insurance Solutions, and raised significant capital across our Global

Wealth platform. The combination of these growth engines gives us strong momentum through year end and into

2026, and positions Carlyle exceptionally well to exceed our updated 2025 financial targets."

**<u>Dividend</u>**

The Board of Directors has declared a quarterly dividend of $0.35 per common share to holders of record at the

close of business on November 10, 2025, payable on November 19, 2025.

**<u>Conference Call</u>**

Carlyle will host a conference call at 8:30 a.m. EDT on Friday, October 31, 2025, to announce its third quarter 2025

financial results. The conference call will be available via public webcast from the Events & Presentations section

of ir.carlyle.com and a replay will also be available on our website soon after the call's completion.

**<u>About Carlyle</u>**

Carlyle (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across

three business segments: Global Private Equity, Global Credit, and Carlyle AlpInvest. With $474 billion of assets

under management as of September 30, 2025, Carlyle's purpose is to invest wisely and create value on behalf of its

investors, portfolio companies, and the communities in which we live and invest. Carlyle employs more than 2,400

people in 27 offices across four continents. Further information is available at www.carlyle.com. Follow Carlyle on

X @OneCarlyle and LinkedIn at The Carlyle Group.

Page \| 2

**<u>Forward-Looking Statements</u>**

This press release may contain forward-looking statements within the meaning of Section 27A of the Securities Act

of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These statements

include, but are not limited to, statements related to our expectations, estimates, beliefs, projections, future plans and

strategies, anticipated events or trends, and similar expressions and statements that are not historical facts, including

our expectations regarding the performance of our business, our financial results, our liquidity and capital resources,

contingencies, and our dividend policy. You can identify these forward-looking statements by the use of words such

as "outlook," "believes," "expects," "potential," "continues," "may," "will," "should," "seeks," "approximately,"

"predicts," "intends," "plans," "estimates," "anticipates," or the negative version of these words or other comparable

words. Such forward-looking statements are subject to various risks, uncertainties, and assumptions. Accordingly,

there are or will be important factors that could cause actual outcomes or results to differ materially from those

indicated in these statements including, but not limited to, those described in this press release and under the section

entitled "Risk Factors" in our Annual Report on Form 10-K for the year ended December 31, 2024, filed with the

U.S. Securities and Exchange Commission ("SEC") on February 27, 2025, as such factors may be updated from

time to time in our periodic filings with the SEC, which are accessible on the SEC's website at www.sec.gov. These

factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements

that are included in this press release and in our other periodic filings with the SEC. We undertake no obligation to

publicly update or review any forward-looking statements, whether as a result of new information, future

developments, or otherwise, except as required by applicable law.

***This press release does not constitute an offer for any Carlyle fund.***

**Contacts:**

---

| | | |
|:---|:---|:---|
| **Public Market Investor Relations** | **Media** |  |
| Daniel Harris | Brittany Bensaull | Kristen Ashton |
| Phone: +1 (212) 813-4527 | Phone: +1 (212) 813-4839 | Phone: +1 (212) 813-4763 |
| daniel.harris@carlyle.com | brittany.bensaull@carlyle.com | kristen.ashton@carlyle.com |

---

## Exhibit 99.2

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