For the quarter ended June 2026, Carlyle Group (CG Quick QuoteCG - Free Report) reported revenue of $1.11 billion, up 13% over the same period last year. EPS came in at $1.07, compared to $0.91 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $908.66 million, representing a surprise of +22.4%. The company delivered an EPS surprise of +21.59%, with the consensus EPS estimate being $0.88.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Carlyle performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Total AUM Roll Forward - Global Private Equity - EOP: $162.7 billion versus $161.32 billion estimated by three analysts on average.
• Total AUM Roll Forward - Global Credit - EOP: $211.12 billion compared to the $213.79 billion average estimate based on three analysts.
• Total AUM Roll Forward - EOP: $485.5 billion compared to the $485.23 billion average estimate based on three analysts.
• Fee-earning AUM Roll Forward - Global Private Equity - EOP: $96.56 billion versus the three-analyst average estimate of $99.95 billion.
• Segment Revenues- Fund management fees: $560.1 million compared to the $551.81 million average estimate based on three analysts. The reported number represents a change of -5% year over year.
• Fee related performance revenues: $88.7 million compared to the $48.54 million average estimate based on three analysts. The reported number represents a change of +129.2% year over year.
• Segment Revenues- Realized principal investment income (loss): $22.6 million versus $35.25 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -32.5% change.
• Segment Revenues- Total segment fee revenues: $759.3 million compared to the $674.77 million average estimate based on three analysts. The reported number represents a change of +12.3% year over year.
• Revenues- Global Private Equity- Fund management fees: $283.4 million versus the three-analyst average estimate of $286.63 million. The reported number represents a year-over-year change of -6.3%.
• Revenues- Global Private Equity- Total fee revenues: $304.3 million versus the three-analyst average estimate of $309.36 million. The reported number represents a year-over-year change of -1.6%.
• Revenues- Global Private Equity- Realized performance revenues: $251.5 million compared to the $189.29 million average estimate based on three analysts. The reported number represents a change of +2.8% year over year.
• Revenues- Global Private Equity- Realized principal investment income: $5.6 million compared to the $12.27 million average estimate based on three analysts. The reported number represents a change of -54.8% year over year.

View all Key Company Metrics for Carlyle here>>>

Shares of Carlyle have returned +15.1% over the past month versus the Zacks S&P 500 composite's +3.5% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.