CARR
Carrier Global
Industrials · Building Products · US
✓ ETHICAL PASS
NARROW MOAT
HIGH
Data Confidence: 100.0%
Key Metrics
How this company measures up on the fundamentals that matter
Market Cap
$53.7B
Total market value of the company
43.13
Expensive — high growth expected
20.21
Based on estimated future earnings — lower means cheaper
Rev Growth
+2.4%
Year-over-year revenue change
Profit Margin
6.0%
How much profit the company keeps from each dollar of revenue
9.9%
Return on equity — how efficiently it uses shareholder money
Analyst Target
$75.69
+13% from current price — median analyst estimate
Recommendation
BUY
Consensus view from 23 analysts covering this stock
About Carrier Global
Carrier Global Corporation provides intelligent climate and energy solutions in the United States, Europe, the Asia Pacific, and internationally. It operates through four segments: Climate Solutions Americas; Climate Solutions Europe; Climate Solutions Asia Pacific, Middle East & Africa; and Climate Solutions Transportation. The company provides air conditioners, heating systems, heat pumps, home and building energy management systems, automation systems, aftermarket components, and repair and maintenance and rental services, as well as modernization and upgrades to meet the heating, cooling, and ventilation needs of residential and commercial customers. It also offers transport refrigeration and monitoring products, services, and digital solutions for trucks, trailers, shipping containers, and intermodal and rail applications. The company offers its products under the Carrier, Viessmann, Toshiba, Automated Logic, Bryant, CIAT, Day & Night, Heil, NORESCO, Carrier Transicold, and Sensitech brands. The company was incorporated in 2019 and is headquartered in Palm Beach Gardens, Florida.
https://www.carrier.com
Country: United States Employees: 47,000 Industry: Building Products & Equipment
Ethical Screening
Five compliance checks based on AAOIFI standards — all must pass for ethical clearance
Business Activity
PASS
Core business does not involve prohibited activities
Debt Ratio
32.9% PASS
Debt must be below 33% of total assets
Cash Ratio
3.6% PASS
Interest-bearing cash below 33% of assets
Receivables
11.3% PASS
Receivables below 49% of assets
Revenue Purity
0.4% PASS
Non-compliant revenue below 5% — any excess requires purification
Valuation
$38.40
What our model estimates this business is worth per share
-74.9%
Trading above fair value — no margin of safety
Rating
AVOID
Overall assessment combining ethics, valuation, and quality
88.5th
Ranks in the top 12% of our 13,571 screened universe
Trading at $65, 68% above fair value of $38. Passes all ethical screens. Ranks better than 51% of screened stocks.
Quantitative Intelligence
Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data
MARKUP
Price trending up with increasing momentum
0.215
Positive but modest risk-adjusted returns
0.0164
Marginal edge — very small allocation suggested
0.040
Drawdown risk outweighs the returns — higher risk profile
Annual Return
1.5%
Historical annualised return based on price data
-38.1%
Largest peak-to-trough decline — the worst it has been
BULL
Statistical model sees bullish momentum
Days in State
9
How long the current regime has persisted — longer means more stable
Market Data
Trading characteristics and market positioning
1.38
Moves slightly more than the broader market
52W High
$81.09
17% below the year high
52W Low
$50.24
34% above the year low
Avg Volume
6,550,188
Average daily shares traded — higher means easier to buy and sell
2.4
Days it would take all short sellers to cover — higher means more crowded
Short % Float
2.4%
Low short interest — limited bearish positioning
1.4%
Annual dividend as a percentage of the share price
$1.50
Earnings per share over the last 12 months
Financial Health
Balance sheet strength and cash generation — the foundation of long-term value
0.91
Moderate leverage — manageable
1.05
Adequate but worth monitoring
Quick Ratio
0.59
Like current ratio but excludes inventory — stricter test
Gross Margin
25.2%
Revenue left after cost of goods — higher means pricing power
Operating Margin
6.6%
Profit from core operations before interest and tax
$850M
Positive — the business generates more cash than it spends
Revenue (TTM)
$21.9B
Total revenue over the last 12 months
Net Income
$1.3B
Profitable — the bottom line is positive
Recent Insider Activity
SEC Form 4 filings — what company insiders are buying and selling
55
NEUTRAL
Mixed insider activity. 0 purchases and 0 sales in the last 90 days — no clear directional signal. Politicians have been buying this name.
| Date |
Insider |
Title |
Type |
Shares |
Value |
| 2026-05-20 |
VIESSMANN MAXIMILIAN |
Director |
|
12,094,823 |
$749,999,974 |
| 2026-05-01 |
PANDYA GAURANG |
Officer |
|
50,616 |
— |
| 2026-04-01 |
GIERGES MICHAEL LOTFY |
Officer |
|
5,320 |
— |
| 2026-02-09 |
HEIM THOMAS |
Officer |
|
50 |
— |
| 2026-01-30 |
GITLIN DAVID L |
Chief Executive Officer |
|
90,872 |
— |
| 2026-01-30 |
GORIS PATRICK P |
Chief Financial Officer |
|
40,750 |
— |
| 2026-01-30 |
VILLENEUVE NADIA |
Officer |
|
15,194 |
— |
| 2026-01-30 |
AGRAWAL AJAY |
Officer |
|
5,705 |
— |
| 2026-01-30 |
PANDYA GAURANG |
Officer |
|
5,705 |
— |
| 2026-01-30 |
CAMPBELL FRANCESCA |
Officer |
|
1,958 |
— |
Source: SEC Form 4 filings via public data. View all insider activity at
Insider Intelligence
Political Trading Activity
Congressional trading disclosures involving this instrument
| Date |
Politician |
Party |
Type |
Amount |
| 2026-04-24 |
Ro Khanna |
Democrat |
Purchase |
1K–15K |
| 2026-04-13 |
Ro Khanna |
Democrat |
Purchase |
1K–15K |
Source: Congressional disclosure filings. View all political trades at
Insider Intelligence
Data sourced from public filings and market feeds. Not financial advice. Updated: 2026-05-15