Carrier Global (XSWX:CARR) 3-Year RORE % : -0.61% (As of Mar. 2026)


XSWX:CARR Carrier Global Corp XSWX:CARR
81 GF Score
Price CHF54.89
GF Value CHF55.75
! 9 Warning Signs
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What is Carrier Global 3-Year RORE %?

Carrier Global XSWX:CARR 81 3-Year RORE % is -0.61 as of Mar. 2026. GuruFocus rates XSWX:CARR with a GF Score™ of 81/100 and a GF Value™ of CHF55.75. The stock has 9 warning signs investors should review. Among 1,636 Construction companies, Carrier Global ranks worse than 55.56% on this metric.

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. Carrier Global's 3-Year RORE % for the quarter that ended in Mar. 2026 was -0.61%.

The industry rank for Carrier Global's 3-Year RORE % or its related term are showing as below:

XSWX:CARR's 3-Year RORE % is ranked worse than
55.56% of 1636 companies
in the Construction industry
Industry Median: 6.79 vs XSWX:CARR: -0.61

Carrier Global  (XSWX:CARR) 3-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


Carrier Global 3-Year RORE % Related Terms


Carrier Global 3-Year RORE % Historical Data

* Premium members only.

The historical data trend for Carrier Global's 3-Year RORE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Carrier Global 3-Year RORE % Chart

Carrier Global Annual Data
Trend Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
3-Year RORE %
Get a 7-Day Free Trial Premium Member Only -11.07 24.20 -4.32 14.47 -0.02

Carrier Global Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
3-Year RORE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 28.55 15.52 30.31 -0.02 -0.61

XSWX:CARR vs JCI, LII, MAIR: 3-Year RORE % Comparison

For the Building Products & Equipment subindustry, Carrier Global's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Carrier Global 3-Year RORE % vs Construction Industry

For the Construction industry and Industrials sector, Carrier Global's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where Carrier Global's 3-Year RORE % falls into.


XSWX:CARR
81GF Score
Carrier Global Corp XSWX:CARR
3-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Carrier Global 3-Year RORE % Calculation

Carrier Global's 3-Year RORE % for the quarter that ended in Mar. 2026 is calculated as:

3-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 3-year -Cumulative Dividends per Share for 3-year )
=( 1.219-1.267 )/( 8.109-0.189 )
=-0.048/7.92
=-0.61 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Mar. 2026 and 3-year before.

Frequently Asked Questions Learn more about 3-Year RORE % →
What does a 3-Year RORE % of -0.61 mean?
Carrier Global (XSWX:CARR) has a 3-Year RORE % of -0.61 as of Mar. 2026. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Carrier Global and its competitors. According to the industry distribution chart, Carrier Global ranks #909 out of 1636 companies in the Construction industry, placing it in the top 55.6%.
Is Carrier Global's 3-Year RORE % too high?
Carrier Global's current 3-Year RORE % is -0.61. Based on the distribution chart, Carrier Global ranks #909 out of 1636 companies in the Construction industry, which is below the industry midpoint. Overall, Carrier Global has a GF Score™ of 81/100, reflecting its overall financial health beyond just this single metric.
How does Carrier Global's 3-Year RORE % compare to JCI and LII?
According to the Construction industry distribution chart, Carrier Global ranks #909 out of 1636 companies for 3-Year RORE %. This places Carrier Global in the lower half of its industry. The industry median 3-Year RORE % is 6.79. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year RORE % for a Construction company?
The median 3-Year RORE % among Construction companies is 6.79, based on 1,636 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year RORE % mean?
A high 3-Year RORE % can signal that a stock is expensive relative to its fundamentals. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Carrier Global and its competitors. For the Construction industry, the median 3-Year RORE % is 6.79 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Carrier Global's current 3-Year RORE % is -0.61. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Carrier Global stock overvalued right now?
Carrier Global (XSWX:CARR) has a current 3-Year RORE % of -0.61. The stock's GF Value™ is CHF55.75, compared to a current price of CHF54.89 — trading 1.5% below its estimated fair value. The current 3-Year RORE % is -0.61. Carrier Global's overall GF Score™ is 81/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year RORE % calculated?
3-Year RORE % is calculated from a company's financial statements. For Carrier Global (XSWX:CARR), the current 3-Year RORE % is -0.61 as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Carrier Global (XSWX:CARR) Overvalued in 2026?

Based on GuruFocus' analysis, Carrier Global stock appears to be undervalued. The current stock price of CHF54.89 is trading 1.5% below its estimated GF Value™ of CHF55.75.

Key valuation signals for XSWX:CARR:

  • 3-Year RORE %: -0.61
  • GF Value™: CHF55.75 vs. price of CHF54.89 (1.5% below fair value)
  • GF Score™: 81/100 with 9 warning signs

No single metric tells the full story. See the XSWX:CARR stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Carrier Global Business Description

Address 13995 Pasteur Boulevard, Palm Beach Gardens, FL, USA, 33418
Carrier Global, spun out of United Technologies in 2020, manufactures and services commercial and residential HVAC systems and transportation refrigeration solutions under its flagship Carrier brand, as well as Bryant, Payne, Heil, and others across various price points. In 2024, Carrier acquired Viessmann Climate Solutions to expand its footprint in Europe with heat pumps, boilers, and solar PV equipment. Proceeds from the sale of Carrier's fire and security (Honeywell) and commercial refrigeration (Haier) businesses reduced debt and focused the company on global HVAC and refrigeration solutions. Carrier generates 75% of sales from equipment and 25% from parts and services. The company derives 50% of revenue from the US, 30% from Europe, and 20% from the Asia-Pacific region.
81GF Score

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3-Year RORE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

CHF54.89
Price
CHF55.75
GF Value