All three tenses have at least two readings, so the archetype blend applies as printed.
All nine metrics read as filed from the record.
What did they actually do?
Has it survived what it has been through?
1 warning event since 2017; the latest 2020-01-02.
From the record
The Carlyle Group Inc.'s filings since 2017 show 1 warning event: a notice about its exchange listing (8-K item 3.01, the latest 2020-01-02) (its current reports).
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
What has it actually done, year after year?
+8.6% a year over 10 filed years; profitable in 9 of 10.
From the record
The Carlyle Group Inc.'s 10 filed years say what it did: revenue went from $2.3 billion in fiscal 2016 to $4.8 billion in fiscal 2025, up 8.6% a year; it rose in 4 of 9 years; the deepest fall was 66% from fiscal 2021 to fiscal 2023; net income was positive in 9 of 10 of those years (its annual reports).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
How has it treated the people who own it?
Share count grew 0.5% a year. 100% of cash flow returned. Insiders: 3 sales, 0 purchases.
From the record
Over the 3 fiscal years to 2025-12-31, The Carlyle Group Inc.'s diluted share count grew about 0.5% a year, and dividends and buybacks returned about 100% of its net income over 3 years (its filed statements). Its officers and directors filed 3 sales and 0 purchases of their own stock on the open market in the year to 2026-11-03 (their Form 4 filings).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
What are they doing right now?
Is it financially healthy right now?
ROE 13%: 13¢ of profit per shareholder dollar. Leverage 76%: owes 76¢ per asset dollar.
From the record
Return on equity: in the fiscal year ended 2025-12-31, The Carlyle Group Inc. earned about 13 cents of profit for every dollar of shareholders' money. Leverage: it owed about 76 cents per dollar of assets, and net share issuance: its share count grew 0.8% over the year (the filed statements).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
How strong is its position in its industry?
top 44% of 43 in its family; net margin 19.8%.
From the record
The Carlyle Group Inc.'s standing among 43 graded names in its industry family: revenue of $4.8 billion in fiscal 2025 ranks in the top 21% by size; a net margin of 19.8% ranks in the top 41%; revenue growth of 2.5% a year over the last 3 filed years ranks in the bottom 30% (its annual reports).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
What are the people in charge doing?
bottom 31% of 34 in its family for leadership; chief executive since 2023.
From the record
The Carlyle Group Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Schwartz, Harvey M (Chief Executive Officer, as filed), filing under that title since 2023-02-17, 3.7 years (bottom 30% of its family); the 20 officers and directors filing in the last fifteen months have been on the record a median of 4.6 years (bottom 17%); 8 officer or director changes were reported on Form 8-K since 2023-11-13, against the 20 people in charge now (bottom 46%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
What are they set up to do next?
How much room does it have to grow?
bottom 33% of 42 in its family for room to expand.
From the record
The Carlyle Group Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $2.0 billion against no long-term debt tagged leaves 6.8% of its assets as net cash, top 37% of its family; cash from operations less capital spending is -70.6% of revenue (bottom 3%) (its annual report).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
What could actually drive growth from here?
bottom 33% of 41 in its family for growth drivers.
From the record
The Carlyle Group Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 2.5% a year over the last three filed years against 8.6% over all 10, slowing (bottom 23% of its family); the newest year grew -11.9% (bottom 9%); capital spending grew 34.8% a year (top 34%) (its annual reports). The Carlyle Group Inc. reported 4 lines of business in fiscal 2025: Global at $2.6 billion, Global Private Equity at $2.1 billion, Global Credit at $1.1 billion, and 1 more. 3 of 4 grew in the latest filed year, and the largest line is 41% of revenue (its annual report).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
Did its newest year beat what its own record pointed to?
top 49% of 41 in its family for expectations against reality.
From the record
The Carlyle Group Inc.'s newest year against its own record: revenue of $4.8 billion in fiscal 2025 came in 20.3% below the $6.0 billion its prior three years' pace pointed to (bottom 12% of its family); net income of $945 million against a prior three-year average of $626 million (top 43%); a net margin of 19.8% against 10.8% before (top 16%) (its annual reports).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made