/stocks — the workspaceLOADING
Carlyle Group Inc. (CG) is a investment advice company. Piotroski F-Score 3/7. 17 insider Form 4 filings in the last 90 days. Next earnings projected around 2026-08-05 from CG's year-over-year reporting pattern (not yet company-confirmed). Fundamentals from SEC filings; prices are end-of-day.
XBRL company facts, SEC EDGAR. TTM = last four reported quarters. Valuation ratios arrive with a price source — we don't fake quotes.
FY ending 2025-12-31 vs 2024-12-31.
A plain-English read on CG plus an auto-SWOT — built from CG's SEC filings and market data, every point cited, nothing invented. Educational, not investment advice.
Four AI analysts — a bull, a bear, a risk manager, and a PM — debate CG using only the SEC-filing and market facts below. Every point cites its evidence; nothing is invented. This is educational research, not investment advice.
Educational only — not financial advice. Data from SEC EDGAR public filings; no live market data is shown. Figures reflect the company's own reported XBRL facts and may lag.
Projected from CG's own SEC 8-K filing history — the year-over-year reporting pattern (~50% land the exact day, ~90% within a week). No analyst estimates, no scraped calendars, nothing invented. It upgrades to a confirmed date + time the moment CG files its announcement.
CG has sold off after 5 of its last 8 earnings reports.
Earnings reactions have been moderate.
CG has traded lower after most recent earnings releases.
The average is inflated by its most volatile prints (+6.9% and -11.1%).
A more typical earnings reaction has been approximately ±4.4%.
Realized close-to-close history only — no options-implied move, no analyst estimates.
| Reported | Close-to-close |
|---|---|
| 2026-05-07 | -0.3% |
| 2026-02-06 | +6.9% |
| 2025-10-31 | -8.4% |
| 2025-08-06 | +2.4% |
| 2025-05-08 | +5.2% |
| 2025-02-11 | -3.0% |
| 2024-11-07 |
Earnings dates are the company's 8-K Item 2.02 filings (SEC). Reactions from Databento EOD.
| Company | Stake value | % of company owned |
|---|---|---|
| Medline IncMDLN | $8.33B | — |
| Standardaero IncSARO | $2.18B | 25.4% |
| Phathom Pharmaceuticals IncPHAT | $38.8M | 4.4% |
| Pony Ai IncPONY | $22.3M | 0.54% |
| Invitation Homes IncINVH | $16.5M | 0.11% |
| CubeSmartCUBE | $8.1M | 0.10% |
| Q32 Bio IncQTTB | $7.1M | 6.5% |
| -3.5% |
| 2024-08-05 | -11.1% |
| Getty Images Holdings IncGETY | $4.9M | 1.5% |
| Spruce Biosciences IncSPRB | $2.5M | 1.4% |
| Forward Air CorpFWRD | $1.8M | 0.34% |
| Adicet Bio IncACET | $1.3M | 2.0% |
| Krispy Kreme IncDNUT | $1.2M | 0.20% |
| Onkure Therapeutics IncOKUR | $1.1M | 0.67% |
| Jasper Therapeutics IncJSPR | $934K | 3.8% |
| SunPower IncSPWR | $550K | 0.30% |
Long US equity positions from CG's own 13F-HR (SEC), reported quarterly and lagged up to 45 days. “% of company owned” = reported shares ÷ that company's latest shares outstanding.
| Rubenstein David M.Director | SELL | $23.3M | view → |
| Carlyle Group Inc.10% owner | SELL | $1070.3M | view → |
| Carlyle Group Inc.10% owner | SELL | $624.2M | view → |
| Ariel Investments (John W. Rogers Jr.) | $192.7M | 2.2% of portfolio |