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Side-by-side financial comparison of Carlyle Group Inc. (CG) and Microchip Technology (MCHP). Click either name above to swap in a different company.
Carlyle Group Inc. is the larger business by last-quarter revenue ($1.9B vs $1.3B, roughly 1.4× Microchip Technology). Carlyle Group Inc. runs the higher net margin — 18.8% vs 11.0%, a 7.8% gap on every dollar of revenue. On growth, Carlyle Group Inc. posted the faster year-over-year revenue change (84.1% vs -72.2%). Microchip Technology produced more free cash flow last quarter ($242.8M vs $-1.2B). Over the past eight quarters, Carlyle Group Inc.'s revenue compounded faster (66.2% CAGR vs 2.8%).
The Carlyle Group Inc. is an American multinational company with operations in private equity, alternative asset management and financial services. As of 2023, the company had $426 billion of assets under management.
Microchip Technology Incorporated is an American publicly traded semiconductor corporation that manufactures microcontroller, mixed-signal, analog, and Flash-IP integrated circuits.
CG vs MCHP — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $1.3B |
| Net Profit | $358.1M | $144.2M |
| Gross Margin | — | 61.0% |
| Operating Margin | 24.3% | 16.6% |
| Net Margin | 18.8% | 11.0% |
| Revenue YoY | 84.1% | -72.2% |
| Net Profit YoY | 69.8% | 8.9% |
| EPS (diluted) | $0.96 | $0.21 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $1.3B | ||
| Q4 25 | $1.9B | $1.2B | ||
| Q3 25 | $332.7M | $1.1B | ||
| Q2 25 | $1.6B | $1.1B | ||
| Q1 25 | $973.1M | $970.5M | ||
| Q4 24 | $1.0B | $1.0B | ||
| Q3 24 | $2.6B | $1.2B | ||
| Q2 24 | $1.1B | $1.2B |
| Q1 26 | — | $144.2M | ||
| Q4 25 | $358.1M | $62.7M | ||
| Q3 25 | $900.0K | $41.7M | ||
| Q2 25 | $319.7M | $-18.6M | ||
| Q1 25 | $130.0M | $-154.6M | ||
| Q4 24 | $210.9M | $-53.6M | ||
| Q3 24 | $595.7M | $78.4M | ||
| Q2 24 | $148.2M | $129.3M |
| Q1 26 | — | 61.0% | ||
| Q4 25 | — | 59.6% | ||
| Q3 25 | — | 55.9% | ||
| Q2 25 | — | 53.6% | ||
| Q1 25 | — | 51.6% | ||
| Q4 24 | — | 54.7% | ||
| Q3 24 | — | 57.4% | ||
| Q2 24 | — | 59.4% |
| Q1 26 | — | 16.6% | ||
| Q4 25 | 24.3% | 12.8% | ||
| Q3 25 | 25.8% | 7.8% | ||
| Q2 25 | 28.0% | 3.0% | ||
| Q1 25 | 17.6% | -10.3% | ||
| Q4 24 | 25.7% | 3.0% | ||
| Q3 24 | 29.9% | 12.6% | ||
| Q2 24 | 20.5% | 17.7% |
| Q1 26 | — | 11.0% | ||
| Q4 25 | 18.8% | 5.3% | ||
| Q3 25 | 0.3% | 3.7% | ||
| Q2 25 | 20.3% | -1.7% | ||
| Q1 25 | 13.4% | -15.9% | ||
| Q4 24 | 20.4% | -5.2% | ||
| Q3 24 | 22.6% | 6.7% | ||
| Q2 24 | 13.9% | 10.4% |
| Q1 26 | — | $0.21 | ||
| Q4 25 | $0.96 | $0.06 | ||
| Q3 25 | $0.00 | $0.03 | ||
| Q2 25 | $0.87 | $-0.09 | ||
| Q1 25 | $0.35 | $-0.29 | ||
| Q4 24 | $0.56 | $-0.10 | ||
| Q3 24 | $1.63 | $0.14 | ||
| Q2 24 | $0.40 | $0.24 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $2.0B | $240.3M |
| Total DebtLower is stronger | — | $5.5B |
| Stockholders' EquityBook value | $7.1B | $6.4B |
| Total Assets | $29.1B | $14.4B |
| Debt / EquityLower = less leverage | — | 0.85× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $240.3M | ||
| Q4 25 | $2.0B | $250.7M | ||
| Q3 25 | $2.2B | $236.8M | ||
| Q2 25 | $1.3B | $566.5M | ||
| Q1 25 | $1.2B | $771.7M | ||
| Q4 24 | $1.3B | $586.0M | ||
| Q3 24 | $1.4B | $286.1M | ||
| Q2 24 | $914.8M | $315.1M |
| Q1 26 | — | $5.5B | ||
| Q4 25 | — | $5.4B | ||
| Q3 25 | — | $5.4B | ||
| Q2 25 | — | $5.5B | ||
| Q1 25 | — | $5.6B | ||
| Q4 24 | — | $6.7B | ||
| Q3 24 | — | $6.4B | ||
| Q2 24 | — | $6.2B |
| Q1 26 | — | $6.4B | ||
| Q4 25 | $7.1B | $6.6B | ||
| Q3 25 | $6.8B | $6.7B | ||
| Q2 25 | $6.7B | $6.9B | ||
| Q1 25 | $6.4B | $7.1B | ||
| Q4 24 | $6.3B | $6.0B | ||
| Q3 24 | $6.3B | $6.3B | ||
| Q2 24 | $5.7B | $6.4B |
| Q1 26 | — | $14.4B | ||
| Q4 25 | $29.1B | $14.3B | ||
| Q3 25 | $27.1B | $14.5B | ||
| Q2 25 | $25.1B | $15.0B | ||
| Q1 25 | $24.1B | $15.4B | ||
| Q4 24 | $23.1B | $15.6B | ||
| Q3 24 | $22.7B | $15.6B | ||
| Q2 24 | $22.3B | $15.8B |
| Q1 26 | — | 0.85× | ||
| Q4 25 | — | 0.82× | ||
| Q3 25 | — | 0.80× | ||
| Q2 25 | — | 0.80× | ||
| Q1 25 | — | 0.80× | ||
| Q4 24 | — | 1.12× | ||
| Q3 24 | — | 1.02× | ||
| Q2 24 | — | 0.96× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-1.2B | — |
| Free Cash FlowOCF − Capex | $-1.2B | $242.8M |
| FCF MarginFCF / Revenue | -65.1% | 18.5% |
| Capex IntensityCapex / Revenue | 2.2% | 1.1% |
| Cash ConversionOCF / Net Profit | -3.34× | — |
| TTM Free Cash FlowTrailing 4 quarters | $-3.4B | $871.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-1.2B | $341.4M | ||
| Q3 25 | $-1.6B | $88.1M | ||
| Q2 25 | $-168.8M | $275.6M | ||
| Q1 25 | $-352.1M | $205.9M | ||
| Q4 24 | $-352.8M | $271.5M | ||
| Q3 24 | $791.9M | $43.6M | ||
| Q2 24 | $-1.3B | $377.1M |
| Q1 26 | — | $242.8M | ||
| Q4 25 | $-1.2B | $318.9M | ||
| Q3 25 | $-1.6B | $51.6M | ||
| Q2 25 | $-186.3M | $257.7M | ||
| Q1 25 | $-368.8M | $191.7M | ||
| Q4 24 | $-379.5M | $253.4M | ||
| Q3 24 | $772.8M | $22.8M | ||
| Q2 24 | $-1.3B | $304.2M |
| Q1 26 | — | 18.5% | ||
| Q4 25 | -65.1% | 26.9% | ||
| Q3 25 | -475.7% | 4.5% | ||
| Q2 25 | -11.8% | 24.0% | ||
| Q1 25 | -37.9% | 19.8% | ||
| Q4 24 | -36.8% | 24.7% | ||
| Q3 24 | 29.3% | 2.0% | ||
| Q2 24 | -120.4% | 24.5% |
| Q1 26 | — | 1.1% | ||
| Q4 25 | 2.2% | 1.9% | ||
| Q3 25 | 7.0% | 3.2% | ||
| Q2 25 | 1.1% | 1.7% | ||
| Q1 25 | 1.7% | 1.5% | ||
| Q4 24 | 2.6% | 1.8% | ||
| Q3 24 | 0.7% | 1.8% | ||
| Q2 24 | 1.7% | 5.9% |
| Q1 26 | — | — | ||
| Q4 25 | -3.34× | 5.44× | ||
| Q3 25 | -1732.78× | 2.11× | ||
| Q2 25 | -0.53× | — | ||
| Q1 25 | -2.71× | — | ||
| Q4 24 | -1.67× | — | ||
| Q3 24 | 1.33× | 0.56× | ||
| Q2 24 | -8.57× | 2.92× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CG
| Fund Management Fee | $606.8M | 32% |
| Other | $528.7M | 28% |
| Global Private Equity Segment | $307.3M | 16% |
| Global Credit Segment | $238.0M | 13% |
| Carlyle Alp Invest Segment | $124.6M | 7% |
| Incentive Fee | $55.4M | 3% |
| Fee Related Performance Revenues | $29.2M | 2% |
| Investment Advice | $11.1M | 1% |
MCHP
Segment breakdown not available.
