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Side-by-side financial comparison of Carlyle Group Inc. (CG) and Post Holdings, Inc. (POST). Click either name above to swap in a different company.
Post Holdings, Inc. is the larger business by last-quarter revenue ($2.2B vs $1.9B, roughly 1.1× Carlyle Group Inc.). Carlyle Group Inc. runs the higher net margin — 18.8% vs 4.5%, a 14.4% gap on every dollar of revenue. On growth, Carlyle Group Inc. posted the faster year-over-year revenue change (84.1% vs 10.1%). Post Holdings, Inc. produced more free cash flow last quarter ($119.3M vs $-1.2B). Over the past eight quarters, Carlyle Group Inc.'s revenue compounded faster (66.2% CAGR vs 4.3%).
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.
Post Consumer Brands, LLC, also known as Post, is an American consumer packaged goods food manufacturer headquartered in Lakeville, Minnesota.
CG vs POST — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $2.2B |
| Net Profit | $358.1M | $96.8M |
| Gross Margin | — | 29.4% |
| Operating Margin | 24.3% | 11.0% |
| Net Margin | 18.8% | 4.5% |
| Revenue YoY | 84.1% | 10.1% |
| Net Profit YoY | 69.8% | -14.6% |
| EPS (diluted) | $0.96 | $1.71 |
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.
| Q4 25 | $1.9B | $2.2B | ||
| Q3 25 | $332.7M | $2.2B | ||
| Q2 25 | $1.6B | $2.0B | ||
| Q1 25 | $973.1M | $2.0B | ||
| Q4 24 | $1.0B | $2.0B | ||
| Q3 24 | $2.6B | $2.0B | ||
| Q2 24 | $1.1B | $1.9B | ||
| Q1 24 | $688.4M | $2.0B |
| Q4 25 | $358.1M | $96.8M | ||
| Q3 25 | $900.0K | $51.0M | ||
| Q2 25 | $319.7M | $108.8M | ||
| Q1 25 | $130.0M | $62.6M | ||
| Q4 24 | $210.9M | $113.3M | ||
| Q3 24 | $595.7M | $81.6M | ||
| Q2 24 | $148.2M | $99.8M | ||
| Q1 24 | $65.6M | $97.2M |
| Q4 25 | — | 29.4% | ||
| Q3 25 | — | 26.8% | ||
| Q2 25 | — | 30.0% | ||
| Q1 25 | — | 28.0% | ||
| Q4 24 | — | 30.1% | ||
| Q3 24 | — | 28.6% | ||
| Q2 24 | — | 29.6% | ||
| Q1 24 | — | 29.0% |
| Q4 25 | 24.3% | 11.0% | ||
| Q3 25 | 25.8% | 7.5% | ||
| Q2 25 | 28.0% | 11.8% | ||
| Q1 25 | 17.6% | 9.3% | ||
| Q4 24 | 25.7% | 10.8% | ||
| Q3 24 | 29.9% | 9.5% | ||
| Q2 24 | 20.5% | 10.4% | ||
| Q1 24 | 17.5% | 9.5% |
| Q4 25 | 18.8% | 4.5% | ||
| Q3 25 | 0.3% | 2.3% | ||
| Q2 25 | 20.3% | 5.5% | ||
| Q1 25 | 13.4% | 3.2% | ||
| Q4 24 | 20.4% | 5.7% | ||
| Q3 24 | 22.6% | 4.1% | ||
| Q2 24 | 13.9% | 5.1% | ||
| Q1 24 | 9.5% | 4.9% |
| Q4 25 | $0.96 | $1.71 | ||
| Q3 25 | $0.00 | $0.91 | ||
| Q2 25 | $0.87 | $1.79 | ||
| Q1 25 | $0.35 | $1.03 | ||
| Q4 24 | $0.56 | $1.78 | ||
| Q3 24 | $1.63 | $1.28 | ||
| Q2 24 | $0.40 | $1.53 | ||
| Q1 24 | $0.18 | $1.48 |
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 | $279.3M |
| Total DebtLower is stronger | — | $7.5B |
| Stockholders' EquityBook value | $7.1B | $3.5B |
| Total Assets | $29.1B | $13.0B |
| Debt / EquityLower = less leverage | — | 2.16× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.0B | $279.3M | ||
| Q3 25 | $2.2B | $176.7M | ||
| Q2 25 | $1.3B | $1.1B | ||
| Q1 25 | $1.2B | $617.6M | ||
| Q4 24 | $1.3B | $872.9M | ||
| Q3 24 | $1.4B | $787.4M | ||
| Q2 24 | $914.8M | $333.8M | ||
| Q1 24 | $1.3B | $333.4M |
| Q4 25 | — | $7.5B | ||
| Q3 25 | — | $7.4B | ||
| Q2 25 | — | $7.3B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | — | $6.9B | ||
| Q3 24 | — | $6.8B | ||
| Q2 24 | — | $6.4B | ||
| Q1 24 | — | $6.4B |
| Q4 25 | $7.1B | $3.5B | ||
| Q3 25 | $6.8B | $3.8B | ||
| Q2 25 | $6.7B | $4.0B | ||
| Q1 25 | $6.4B | $3.8B | ||
| Q4 24 | $6.3B | $3.9B | ||
| Q3 24 | $6.3B | $4.1B | ||
| Q2 24 | $5.7B | $3.9B | ||
| Q1 24 | $5.7B | $4.0B |
| Q4 25 | $29.1B | $13.0B | ||
| Q3 25 | $27.1B | $13.5B | ||
| Q2 25 | $25.1B | $13.4B | ||
| Q1 25 | $24.1B | $12.8B | ||
| Q4 24 | $23.1B | $12.8B | ||
| Q3 24 | $22.7B | $12.9B | ||
| Q2 24 | $22.3B | $12.1B | ||
| Q1 24 | $20.8B | $12.2B |
| Q4 25 | — | 2.16× | ||
| Q3 25 | — | 1.98× | ||
| Q2 25 | — | 1.84× | ||
| Q1 25 | — | 1.81× | ||
| Q4 24 | — | 1.79× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 1.62× | ||
| Q1 24 | — | 1.61× |
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 | $235.7M |
| Free Cash FlowOCF − Capex | $-1.2B | $119.3M |
| FCF MarginFCF / Revenue | -65.1% | 5.5% |
| Capex IntensityCapex / Revenue | 2.2% | 5.4% |
| Cash ConversionOCF / Net Profit | -3.34× | 2.43× |
| TTM Free Cash FlowTrailing 4 quarters | $-3.4B | $436.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-1.2B | $235.7M | ||
| Q3 25 | $-1.6B | $301.3M | ||
| Q2 25 | $-168.8M | $225.9M | ||
| Q1 25 | $-352.1M | $160.7M | ||
| Q4 24 | $-352.8M | $310.4M | ||
| Q3 24 | $791.9M | $235.4M | ||
| Q2 24 | $-1.3B | $272.3M | ||
| Q1 24 | $71.1M | $249.6M |
| Q4 25 | $-1.2B | $119.3M | ||
| Q3 25 | $-1.6B | $151.6M | ||
| Q2 25 | $-186.3M | $94.9M | ||
| Q1 25 | $-368.8M | $70.2M | ||
| Q4 24 | $-379.5M | $171.4M | ||
| Q3 24 | $772.8M | $96.2M | ||
| Q2 24 | $-1.3B | $161.5M | ||
| Q1 24 | $56.9M | $150.9M |
| Q4 25 | -65.1% | 5.5% | ||
| Q3 25 | -475.7% | 6.7% | ||
| Q2 25 | -11.8% | 4.8% | ||
| Q1 25 | -37.9% | 3.6% | ||
| Q4 24 | -36.8% | 8.7% | ||
| Q3 24 | 29.3% | 4.8% | ||
| Q2 24 | -120.4% | 8.3% | ||
| Q1 24 | 8.3% | 7.5% |
| Q4 25 | 2.2% | 5.4% | ||
| Q3 25 | 7.0% | 6.7% | ||
| Q2 25 | 1.1% | 6.6% | ||
| Q1 25 | 1.7% | 4.6% | ||
| Q4 24 | 2.6% | 7.0% | ||
| Q3 24 | 0.7% | 6.9% | ||
| Q2 24 | 1.7% | 5.7% | ||
| Q1 24 | 2.1% | 4.9% |
| Q4 25 | -3.34× | 2.43× | ||
| Q3 25 | -1732.78× | 5.91× | ||
| Q2 25 | -0.53× | 2.08× | ||
| Q1 25 | -2.71× | 2.57× | ||
| Q4 24 | -1.67× | 2.74× | ||
| Q3 24 | 1.33× | 2.88× | ||
| Q2 24 | -8.57× | 2.73× | ||
| Q1 24 | 1.08× | 2.57× |
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% |
POST
| Post Consumer Brands Segment | $1.1B | 51% |
| Pet Food | $360.4M | 17% |
| Side Dishes | $221.5M | 10% |
| Weetabix | $137.9M | 6% |
| Other | $122.1M | 6% |
| Nut Butters | $105.8M | 5% |
| Sausage | $53.1M | 2% |
| Cheeseand Dairy | $41.3M | 2% |
| Protein Based Shakes | $29.3M | 1% |
| Bell Ring | $18.1M | 1% |
