Business Description
ISIN : US14448C1045
Share Class Description:
CARR: Ordinary SharesTotal Employee Number:
47,000Financial Strength
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 0.11 | |||||
Equity-to-Asset | 0.35 | |||||
Debt-to-Equity | 0.94 | |||||
Debt-to-EBITDA | 4.02 | |||||
Interest Coverage | 3.33 | |||||
Piotroski F-Score | 6/9 | |||||
Altman Z-Score | 2.4 | |||||
Beneish M-Score | -2.64 | |||||
WACC vs ROIC | ||||||
Growth Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Revenue Growth Rate | 7.9 | |||||
3-Year EBITDA Growth Rate | 16.4 | |||||
3-Year EPS without NRI Growth Rate | 3.4 | |||||
3-Year FCF Growth Rate | 14.1 | |||||
3-Year Book Growth Rate | 21.1 | |||||
Future 3-5Y EPS without NRI Growth Rate Estimate Industry Rank | 13.02 | |||||
Future 3-5Y Total Revenue Growth Rate Estimate | 5.29 |
Momentum Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
5-Day RSI | 25.34 | |||||
9-Day RSI | 29.13 | |||||
14-Day RSI | 31.85 | |||||
3-1 Month Momentum % | -6.66 | |||||
6-1 Month Momentum % | 8.57 | |||||
12-1 Month Momentum % | 1.5 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Current Ratio | 1.02 | |||||
Quick Ratio | 0.72 | |||||
Cash Ratio | 0.15 | |||||
Days Inventory | 59.86 | |||||
Days Sales Outstanding | 51.24 | |||||
Days Payable | 65.77 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Dividend Yield % | 1.66 | |||||
Dividend Payout Ratio | 0.38 | |||||
3-Year Dividend Growth Rate | 14.5 | |||||
Forward Dividend Yield % | 1.68 | |||||
5-Year Yield-on-Cost % | 4.79 | |||||
3-Year Average Share Buyback Ratio | -0.1 | |||||
Shareholder Yield % | 5.76 |
Profitability Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Gross Margin % | 24.34 | |||||
Operating Margin % | 7.05 | |||||
Net Margin % | 5.52 | |||||
EBITDA Margin % | 13.93 | |||||
FCF Margin % | 8.72 | |||||
OCF Margin % | 10.8 | |||||
ROE % | 8.76 | |||||
ROA % | 3.24 | |||||
ROIC % | 5.04 | |||||
3-Year ROIIC % | 0.45 | |||||
ROC (Joel Greenblatt) % | 43.83 | |||||
ROCE % | 6.08 | |||||
Years of Profitability over Past 10-Year | 9 | |||||
Moat Score | 6 | |||||
Tariff Resilience Score | 5 |
GF Value Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
PE Ratio | 39.9 | |||||
Forward PE Ratio | 17.4 | |||||
PE Ratio without NRI | 23.55 | |||||
Price-to-Owner-Earnings | 29.28 | |||||
PEG Ratio | 5.12 | |||||
PS Ratio | 2.18 | |||||
PB Ratio | 3.6 | |||||
Price-to-Free-Cash-Flow | 25.13 | |||||
Price-to-Operating-Cash-Flow | 20.3 | |||||
EV-to-EBIT | 32.69 | |||||
EV-to-Forward-EBIT | 17.63 | |||||
EV-to-EBITDA | 19.07 | |||||
EV-to-Forward-EBITDA | 12.31 | |||||
EV-to-Revenue | 2.66 | |||||
EV-to-Forward-Revenue | 2.37 | |||||
EV-to-FCF | 30.47 | |||||
Price-to-GF-Value | 0.82 | |||||
Price-to-Projected-FCF | 1.89 | |||||
Earnings Yield (Greenblatt) % | 3.06 | |||||
FCF Yield % | 4.07 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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Performance
Annualized Return % Â
Total Annual Return % Â
Carrier Global Corp Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | 22,108 | ||
| EPS (TTM) ($) | 1.44 | ||
| Beta | 1.2153 | ||
| 3-Year Sharpe Ratio | 0.02 | ||
| 3-Year Sortino Ratio | 0.03 | ||
| Volatility % | 39.44 | ||
| 14-Day RSI | 31.85 | ||
| 14-Day ATR ($) | 1.636743 | ||
| 20-Day SMA ($) | 59.6115 | ||
| 12-1 Month Momentum % | 1.5 | ||
| 52-Week Range ($) | 50.24 - 76.76 | ||
| Shares Outstanding (Mil) | 824.33 |
Piotroski F-Score Details
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 6 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Carrier Global Corp Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Carrier Global Corp Stock Events
| Event | Date | Price ($) | ||
|---|---|---|---|---|
| Fourth quarter earnings conference call for 2026 | 2027-02-05 07:30 | In 147 days | ||
| Annual report for 2026 | 2027-02-05 | In 146 days | ||
| Fourth quarter earnings results for 2026 | 2027-02-05 | In 146 days | ||
| Third quarter earnings conference call for 2026 | 2026-10-28 07:30 | In 47 days | ||
| Third quarter earnings results for 2026 | 2026-10-28 | In 46 days | ||
| Morgan Stanley\'s 14th Annual Laguna Conference+ | 2026-09-15 10:00 | In 4 days | ||
| Second quarter earnings conference call for 2026 | 2026-07-28 07:30 | 69.33 (+0.30%) | ||
| Second quarter earnings results for 2026 | 2026-07-28 | 69.33 (+0.30%) | ||
| USD 0.240000 Cash Dividend | 2026-07-21 | 66.98 (-2.70%) | ||
| Wells Fargo 16th Annual Industrials & Materials Conference | 2026-06-09 10:15 | 67.35 (+0.22%) |
Carrier Global Corp Frequently Asked Questions
Guru Commentaries on NYSE:CARR
Following its March 2020 spin-off from United Technologies, Carrier Global is now a focused, high-quality business that we believe is in an excellent position to continue to gain market share and improve margins long term. However, a cyclical downturn in residential markets has weighed on near-term results, creating an opportunity to initiate a position at a significant discount to our estimate of intrinsic value.
Carrier's quarterly results were in line to better than consensus estimates; however, the stock dropped as investors focused on the underlying weakness in US residential HVAC orders lagging sales in certain international markets and negative product mix affecting margins. CEO David Gitlin warned that Q3 volume would be lower than previously forecasted, citing industry data showing a nearly 30% reduction in industry volumes for July and projected similar declines for August and September. High interest rates pressuring consumer spending and dealer destocking were the primary headwinds driving the lower outlook.
Despite a recent sell-off due to weaker US residential HVAC volumes and a material guidance cut, the team believes that Carrier Global remains an attractively priced business. They are positioned to benefit from improved end-market demand nearing cyclical lows. The long-term outlook for Carrier is supported by the environment favoring sustainable solutions, and the company is expected to capitalize on energy efficiency trends and other secular growth opportunities.
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