NASDAQ$CGBD

Carlyle Secured Lending Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Carlyle Secured Lending announced its Q4 and FY 2023 financial results and increased base dividend.

Carlyle Secured Lending reported positive Q4 and FY 2023 results, driven by leveraging the OneCarlyle platform and a disciplined approach to sourcing attractive transactions. The company increased its base dividend by $0.03 to $0.40 per share, reflecting confidence in its portfolio quality and future prospects.

  • Net investment income for Q4 2023 was $0.56 per common share.
  • Net asset value per common share increased by 0.8% to $16.99.
  • Total fair value of investments reached $1.8 billion as of December 31, 2023.
  • Base quarterly common dividend increased to $0.40 per share, with a supplemental dividend of $0.08 per share declared.

Headline financials

Total Revenue

$62.7M

Previous: $56M+11.9%
EPS (adj)

$0.56

Previous: $0.48+16.7%
Capital Expenditures

$0.00

No prior period
Net Income

$0.56

Previous: $0.48+16.7%

Revenue & EPS history

Carlyle · Revenue · Quarterly

$62.7M

Q4 2023+11.9%vs Q4 2022
Beat estimate in 3 of 11 quarters(27%)
ActualEstimate

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q4 2023

Historical avgQ4 2023

+0.6%

Avg return

Earnings day

+0.4%

Avg return

5 days after

+1.6%

Avg return

30 days after

47%

9 / 19 earnings

Positive

+6.5%

Q1 2022

Best reaction

-3.7%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.1%-2.8%
Q4 2025-0.5%-2.5%-4.2%
Q3 2025-1.2%-5.1%+2.5%
Q1 2025+0.0%-4.0%-2.4%
Q4 2024+1.9%+0.7%-4.6%
Q3 2024-0.4%-0.1%+5.8%
Q2 2024-3.6%-3.0%+0.6%
Q1 2024-0.3%+1.4%+1.8%
Q4 2023+5.1%+5.0%+5.1%
Q3 2023-0.6%-0.8%+5.9%
Q2 2023-3.3%-3.5%-6.6%
Q1 2023+0.1%-1.3%+8.9%
Q4 2022-3.7%-1.1%-11.0%
Q3 2022+3.4%+6.7%+7.1%
Q2 2022+1.4%+5.5%+1.0%
Q1 2022+6.5%+6.8%+3.2%
Q4 2021+2.3%+2.1%+5.6%
Q3 2021+0.2%+1.0%-2.1%
Q4 2020+4.8%+3.2%+12.6%

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