Carlyle Beats Q3 2026 Estimates as Revenue Rises 27% to $994.5M

Carlyle (CG) beat estimates for the third quarter of 2026 on both revenue and adjusted EPS. Revenue was $994.5 million, up 27% from a year earlier, above the $920.9 million estimate, and adjusted EPS was $1.12, up 14% from a year earlier, above the $0.97 estimate.

Shares fell 7.7% in regular trading as of 10:41 a.m. ET, at $39.47.

Q3 2026 scorecard

By our calculation, revenue was $73.6 million above the estimate and adjusted EPS was $0.15 above it. The QoQ column compares with the previous quarter's revenue of $1.11 billion and adjusted EPS of $1.07. The YoY column compares with $780.5 million and $0.98 in the same quarter a year earlier.

Track record

• EPS record. Adjusted EPS beat the estimate in 5 of the last 8 reports, including this one.
• Revenue record. Revenue beat the estimate in 4 of the last 8 reports.
• Revenue trend. Revenue over the last 5 reports, oldest first: $780.5 million, $1.09 billion, $750.9 million, $1.11 billion and $994.5 million.

What to watch

• Next-quarter estimates. Consensus calls for EPS of $0.55 and revenue of $866.2 million next quarter, based on 10 analysts.
• Revenue growth. Whether revenue keeps growing from a year earlier after this quarter's 27% increase to $994.5 million.
• Estimate record. Whether Carlyle extends a record of beating EPS estimates in 5 of its last 8 reports.
• Related coverage. See our reports on Genius Sports, Seaboard, Formula One and Millicom International Cellular.

Sources: Results are from Carlyle's Nov. 5, 2026 quarterly report. Estimates are consensus figures. The prior-quarter and year-ago comparison figures are from Carlyle's earlier quarterly reports. Items labeled by our calculation are our own arithmetic. This article is informational only and is not investment advice.