For the quarter ended September 2026, Carlyle Group (CG Quick QuoteCG - Free Report) reported revenue of $994.5 million, up 27.1% over the same period last year. EPS came in at $1.12, compared to $0.98 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $939.38 million, representing a surprise of +5.87%. The company delivered an EPS surprise of +13.13%, with the consensus EPS estimate being $0.99.

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:

• Fee-earning AUM Roll Forward - Global Private Equity - EOP: $96.07 billion versus $95.19 billion estimated by four analysts on average.
• Fee-Earning Assets Under Management - Fee-Earning Assets Under Management - Beginning of Period - Global Private Equity: $96.56 billion versus the four-analyst average estimate of $96.56 billion.
• Carlyle AlpInvest - Distributable Earnings: $67.2 million versus the four-analyst average estimate of $95.29 million.
• Fee-Earning AUM Roll Forward - Outflows (including realizations): $-7.14 billion versus the four-analyst average estimate of $-6.45 billion.
• Revenues- Global Private Equity- Fee related performance revenues: $4.7 million versus $3.37 million estimated by four analysts on average.
• Revenues- Global Credit- Transaction and portfolio advisory fees, net and other: $27.1 million versus $53.24 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +5.9% change.
• Fee related performance revenues: $49.7 million compared to the $60.26 million average estimate based on four analysts. The reported number represents a change of +4.6% year over year.
• Revenues- Global Private Equity- Total: $582.4 million versus $516.56 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +68.1% change.
• Revenues- Global Credit- Total: $276.1 million compared to the $279.88 million average estimate based on four analysts. The reported number represents a change of +6.3% year over year.
• Segment Revenues- Fund management fees: $546.9 million versus $553.23 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -4.7% change.
• Segment Revenues- Realized performance revenues: $286 million compared to the $221.52 million average estimate based on four analysts. The reported number represents a change of +363.5% year over year.
• Segment Revenues- Realized principal investment income (loss): $64.1 million versus $33.8 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +29.5% change.

View all Key Company Metrics for Carlyle here>>>

Shares of Carlyle have returned +13.1% over the past month versus the Zacks S&P 500 composite's -0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.