Carlyle Group 将来の成長

Future 基準チェック /46

Carlyle Group利益と収益がそれぞれ年間12.2%と21.2%増加すると予測されています。EPS は年間増加すると予想されています。自己資本利益率は 3 年後に21.8% 18.6%なると予測されています。

主要情報

12.2%

収益成長率

18.58%

EPS成長率

Capital Markets 収益成長	12.3%
収益成長率	21.2%
将来の株主資本利益率	21.80%
アナリストカバレッジ	Good
最終更新日	15 Jan 2026

今後の成長に関する最新情報

Recent updates

Carlyle Group: The Underlying Thesis For Investment Management Underperformance In 2026E

Jan 10

Revenues Not Telling The Story For The Carlyle Group Inc. (NASDAQ:CG) After Shares Rise 28%

Jul 15

Subdued Growth No Barrier To The Carlyle Group Inc. (NASDAQ:CG) With Shares Advancing 26%

May 13

Some Confidence Is Lacking In The Carlyle Group Inc.'s (NASDAQ:CG) P/S

Jan 29

Carlyle Group: Alternative Assets With Stellar Management

Jan 02

業績と収益の成長予測

NasdaqGS:CG - アナリストの将来予測と過去の財務データ ( )USD Millions
日付	収益	収益	フリー・キャッシュフロー	営業活動によるキャッシュ	平均アナリスト数
12/31/2027	5,307	2,122	1,878	1,954	3
12/31/2026	4,740	1,898	2,128	2,197	5
12/31/2025	3,860	1,705	935	991	5
9/30/2025	3,208	662	-2,517	-2,433	N/A
6/30/2025	5,526	1,256	-162	-82	N/A
3/31/2025	5,039	1,085	-1,263	-1,183	N/A
12/31/2024	4,740	1,020	-837	-759	N/A
9/30/2024	4,637	118	-221	-153	N/A
6/30/2024	2,776	-397	-211	-145	N/A
3/31/2024	2,218	-643	321	389	N/A
12/31/2023	2,421	-608	138	205	N/A
9/30/2023	2,264	211	-235	-170	N/A
6/30/2023	2,689	410	-725	-670	N/A
3/31/2023	3,341	754	-161	-120	N/A
12/31/2022	4,117	1,225	-1,038	-379	N/A
9/30/2022	5,417	1,745	-428	230	N/A
6/30/2022	5,977	1,997	-22	637	N/A
3/31/2022	7,630	2,677	687	1,350	N/A
12/31/2021	8,490	2,975	1,750	1,791	N/A
9/30/2021	8,025	2,846	1,193	1,244	N/A
6/30/2021	7,433	2,609	448	503	N/A
3/31/2021	5,864	1,830	89	146	N/A
12/31/2020	2,677	348	-230	-169	N/A
9/30/2020	1,630	-179	-724	-676	N/A
6/30/2020	1,370	-406	-15	13	N/A
3/31/2020	1,319	-404	-262	-228	N/A
12/31/2019	3,163	345	331	359	N/A
9/30/2019	2,847	338	457	486	N/A
6/30/2019	2,745	281	N/A	464	N/A
3/31/2019	2,561	196	N/A	20	N/A
12/31/2018	2,180	93	N/A	-343	N/A
9/30/2018	3,229	162	N/A	-484	N/A
6/30/2018	3,138	195	N/A	-918	N/A
3/31/2018	3,103	189	N/A	-545	N/A
12/31/2017	3,276	238	N/A	-7	N/A
9/30/2017	2,883	176	N/A	144	N/A
6/30/2017	2,839	133	N/A	467	N/A
3/31/2017	2,552	81	N/A	195	N/A
12/31/2016	2,033	6	N/A	-301	N/A
9/30/2016	1,944	11	N/A	-412	N/A
6/30/2016	1,426	-73	N/A	212	N/A
3/31/2016	1,415	-49	N/A	2,448	N/A
12/31/2015	1,868	-18	N/A	3,903	N/A
9/30/2015	1,962	2	N/A	4,572	N/A
6/30/2015	2,465	111	N/A	3,865	N/A
3/31/2015	2,760	99	N/A	3,131	N/A

アナリストによる今後の成長予測

収入対貯蓄率: CGの予測収益成長率 (年間12.2% ) は貯蓄率 ( 3.3% ) を上回っています。

収益対市場: CGの収益 ( 12.2% ) US市場 ( 16.1% ) よりも低い成長が予測されています。

高成長収益: CGの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: CGの収益 ( 21.2% ) US市場 ( 10.5% ) よりも速いペースで成長すると予測されています。

高い収益成長: CGの収益 ( 21.2% ) 20%よりも速いペースで成長すると予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: CGの自己資本利益率は、3年後には高くなると予測されています ( 21.8 %)

成長企業の発掘

企業分析と財務データの現状

データ	最終更新日（UTC時間）
企業分析	2026/01/19 02:38
終値	2026/01/16 00:00
収益	2025/09/30
年間収益	2024/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージ	データ	タイムフレーム	米国ソース例
会社財務	10年	損益計算書キャッシュ・フロー計算書貸借対照表	SECフォーム10-K SECフォーム10-Q
アナリストのコンセンサス予想	+プラス3年	予想財務アナリストの目標株価	アナリストリサーチレポート Blue Matrix
市場価格	30年	株価配当、分割、措置	ICEマーケットデータ SECフォームS-1
所有権	10年	トップ株主インサイダー取引	SECフォーム4 SECフォーム13D
マネジメント	10年	リーダーシップ・チーム取締役会	SECフォーム10-K SECフォームDEF 14A
主な進展	10年	会社からのお知らせ	SECフォーム8-K

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用^。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートの作成に使用した分析モデルの詳細は、Githubページでご覧いただけます。また、レポートの使用方法に関するガイドや、Youtubeでのチュートリアルもご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

The Carlyle Group Inc. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、。アナリストの投稿は一日中更新されます。26

アナリスト	機関
Roger Freeman	Barclays
Benjamin Budish	Barclays
Brennan Hawken	BMO Capital Markets Equity Research

Carlyle Group 将来の成長

Future 基準チェック /46

主要情報

今後の成長に関する最新情報

Consensus EPS estimates increase by 16%, revenue downgraded

Price target increased by 8.6% to US$67.02

Price target increased by 12% to US$55.80

Consensus EPS estimates fall by 16%

Price target increased by 7.3% to US$49.05

Price target decreased by 7.6% to US$51.88

Recent updates

The Carlyle Group Inc. Announces Executive Changes

Carlyle Group: The Underlying Thesis For Investment Management Underperformance In 2026E

The Carlyle Group Inc. Appoints Travis Wilson as Managing Director

Shimadzu Corporation (TSE:7701) agreed to acquire Tescan Group, A.S. from The Carlyle Group Inc. (NasdaqGS:CG) for approximately $680 million.

Carlyle Asia Partners manage by The Carlyle Group Inc. (NasdaqGS:CG) entered into a definitive agreement to acquire KFC Korea Co., Ltd.

Howard Hughes Holdings Inc. (NYSE:HHH) entered into a definitive agreement to acquire Vantage Group Holdings Ltd. for $2.1 billion.

Co-Founder & Non-Executive Co-Chairman recently sold US$35m worth of stock

Co-Founder & Non-Executive Co-Chairman notifies of intention to sell stock

Carlyle Group Inc. Announces Retirement of General Counsel Jeffrey Ferguson and Transition to Senior Advisor Role

Cloud Software Group, Inc. completed the acquisition of Arctera US Holdings, LLC from funds affiliated by The Carlyle Group Inc. (NasdaqGS:CG).

SoftBank Group Corp. (TSE:9984) completed the acquisition of 91.92% stake in Ampere Computing LLC from The Carlyle Group Inc. (NasdaqGS:CG) and Oracle Corporation (NYSE:ORCL).

Carlyle Reportedly Mulls Bid for Lukoil's Foreign Assets

Now 21% overvalued

The Carlyle Group Inc. (NasdaqGS:CG) completed the acquisition of The Very Group Limited from Barclay family.

New major risk - Earnings quality

Consensus EPS estimates increase by 16%, revenue downgraded

Third quarter dividend of US$0.35 announced

New minor risk - Earnings quality

Third quarter 2025 earnings released: EPS: US$0.002 (vs US$1.67 in 3Q 2024)

The Carlyle Group Inc. Declares A Quarterly Dividend, Payable on November 19, 2025

SS&C Technologies Holdings, Inc. (NasdaqGS:SSNC) completed the acquisition of Calastone Limited from The Carlyle Group Inc. (NasdaqGS:CG).

Now 22% overvalued after recent price rise

Temasek, Others Reportedly Eye Minority Stake in Nash Industries for $150 Million

XRG P.J.S.C, Abu Dhabi Developmental Holding Company PJSC and The Carlyle Group Inc. (NasdaqGS:CG) cancelled the acquisition of Santos Limited (ASX:STO).

Carlyle Europe Technology Partners V, S.C.Sp. fund managed by The Carlyle Group Inc. (NasdaqGS:CG) entered into an agreement to acquire Intelliflo Limited from Invesco Ltd. (NYSE:IVZ) for $200 million.

The Carlyle Group Inc. (NasdaqGS:CG) and Ajit Aravind Prabhu agreed to acquire an unknown minority stake in Quest Global Services Pte. Ltd.

Price target increased by 8.6% to US$67.02

MD & Partner recently sold US$19m worth of stock

Bain Capital, LP and Peter J. ter Maaten agreed to acquire an unknown stake in HSO Group B.V. from Carlyle Europe Technology Partners III, L.P. and The Carlyle Group Inc. (NasdaqGS:CG) for estimated $1.0 billion.

Second quarter dividend of US$0.35 announced

Second quarter 2025 earnings released: EPS: US$0.89 (vs US$0.41 in 2Q 2024)

The Carlyle Group Inc. Announces Executive Appointments, Effective January 1, 2026

The Carlyle Group Inc. (NasdaqGS:CG) completed the acquisition of 40% stake in TRYT Inc. (TSE:9164) from EQT Private Capital Asia, EQT AB (publ) (OM:EQT) and others.

The Carlyle Group Inc. (NasdaqGS:CG) agreed to acquire an unknown majority stake in Adastra Corporation for $400 million.

SS&C Technologies Holdings, Inc. (NasdaqGS:SSNC) signed a definitive agreement to acquire Calastone Limited from The Carlyle Group Inc. (NasdaqGS:CG) for approximately £770 million.

Now 20% overvalued after recent price rise

Revenues Not Telling The Story For The Carlyle Group Inc. (NASDAQ:CG) After Shares Rise 28%

Japan's SMFG Reportedly Considers Making Additional $1.1 Billion Investment in Yes Bank

Price target increased by 12% to US$55.80

Carlyle Group Reportedly to Sell 10% Stake in Piramal Pharma Via Block Deals

Carlyle Reportedly in Talks to Hand over Dainese to Private Lenders

Stonepeak Partners LP completed the acquisition of Forgital Italy S.p.A. from Carlyle Europe Partners V and Carlyle Partners VII, L.P., a funds managed by The Carlyle Group Inc. (NasdaqGS:CG) and other shareholders.

Toll Brothers Apartment Living and Carlyle Announce the Grand Opening of Peregrine, A Luxury Multifamily Apartment Community in Irving, Texas

XRG P.J.S.C, Abu Dhabi Developmental Holding Company PJSC and The Carlyle Group Inc. (NasdaqGS:CG) proposed to acquire Santos Limited (ASX:STO) for AUD 28.8 billion.

Global PE's Reportedly Seeks Controlling Stakes in Harman's India DTS

The Carlyle Group Inc. (NasdaqGS:CG) agreed to acquire TRYT Inc. (TSE:9164) from Life Science & Digital Health Co. Limited, EQT AB (publ) (OM:EQT) and others for ¥88 billion.

SK Capital Partners, LP and The Carlyle Group Inc. (NasdaqGS:CG) completed the acquisition of bluebird bio, Inc. (NasdaqGS:BLUE).

Consensus EPS estimates fall by 16%

Price target increased by 7.3% to US$49.05

Subdued Growth No Barrier To The Carlyle Group Inc. (NASDAQ:CG) With Shares Advancing 26%

First quarter dividend of US$0.35 announced

First quarter 2025 earnings released: EPS: US$0.36 (vs US$0.18 in 1Q 2024)

Bidders Reportedly Circle Brighthouse

Nuvve Holding Corp. (NasdaqCM:NVVE) acquired Fermata Energy LLC for $0.66 million.

Sarkozy Fund Reportedly Hires Advisers to Explore Sale of AA Ireland

The Carlyle Group Inc., Annual General Meeting, May 29, 2025

Alpha Wave Reportedly in Race for Carlyle's 24% Stake in Nxtra for $600 Million

The Carlyle Group Inc. to Report Q1, 2025 Results on May 08, 2025

Price target decreased by 7.6% to US$51.88

Investor sentiment deteriorates as stock falls 17%

Now 27% undervalued after recent price drop

The Carlyle Group Inc. (NasdaqGS:CG) completed the acquisition of 79.1% stake in kaonavi, inc. (TSE:4435) from Podobas Global Investments, RAKUS Co., Ltd and others.

SWCC Corporation (TSE:5805) and Development Bank of Japan Inc. Completed the acquisition of TOTOKU ELECTRIC CO., LTD. from The Carlyle Group Inc. (NasdaqGS:CG).

SoftBank Group Corp. (TSE:9984) agreed to acquire a %91.92 stake in Ampere Computing LLC in an all-cash transaction valued at $6.5 billion.

Device Technologies Sale Reportedly on Hold Until Results Are Released

Investor sentiment deteriorates as stock falls 17%

Consensus EPS estimates fall by 13%

Carlyle Europe Technology Partners V, S.C.Sp. managed by The Carlyle Group Inc. (NasdaqGS:CG) completed the acquisition of 60% stake in Seidor, S.A. from Benito family.

Now 20% undervalued after recent price drop