Carlyle Secured Lending, Inc. (CGBD) reported its financial results for the third quarter ending September 30, 2024, highlighting a decrease in total investments at fair value to $1,709.5 million from $1,841.9 million at the end of 2023. The company’s cash, cash equivalents, and restricted cash increased to $68.7 million, up from $60.4 million. Total assets also declined to $1,816.9 million from $1,942.6 million, while total liabilities decreased to $910.3 million from $1,029.8 million.

For the three months ended September 30, 2024, investment income from non-controlled/non-affiliated investments was $46.2 million, down from $51.0 million in the same period last year. Investment income from controlled/affiliated investments also fell to $56.0 million from $60.5 million. Total expenses decreased to $30.3 million from $32.5 million, leading to a net investment income before taxes of $25.6 million, compared to $28.0 million in the prior year. The net investment income for the quarter was reported at $24.9 million, down from $27.1 million in 2023.

The company experienced a net increase in net assets resulting from operations of $19.6 million, a significant decrease from $30.0 million in the previous year. Basic earnings per common share for the quarter were $0.37, down from $0.57, while diluted earnings per share also fell to $0.35 from $0.54.

For the nine months ended September 30, 2024, Carlyle reported a net investment income loss of $26.4 million, compared to a loss of $21.1 million in the same period of 2023. However, net realized gains on investments increased to $13.8 million from $2.9 million year-over-year. The net change in unrealized appreciation on investments was $67.6 million, up from $62.7 million in the prior year.

Strategically, Carlyle entered into a merger agreement with Carlyle Secured Lending III on August 2, 2024, expected to close in the first fiscal quarter of 2025. The company also completed a public offering of $300 million in senior unsecured notes due February 18, 2030, on October 18, 2024. As of September 30, 2024, the company had 50,906,262 shares of common stock outstanding, reflecting a slight increase from the previous period.

Overall, Carlyle Secured Lending, Inc. continues to navigate a challenging investment environment while pursuing strategic growth through mergers and capital market activities.

About Carlyle Secured Lending, Inc.

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