CARRIER GLOBAL CORP (CARR) Stock Fundamental Analysis

NYSE:CARR • US14448C1045

62.7601 USD
-1.57 (-2.44%)
Last: Feb 19, 2026, 03:17 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

3

CARR gets a fundamental rating of 3 out of 10. The analysis compared the fundamentals against 42 industry peers in the Building Products industry. CARR may be in some trouble as it scores bad on both profitability and health. While showing a medium growth rate, CARR is valued expensive at the moment.


Dividend Valuation Growth Profitability Health

3

1. Profitability

1.1 Basic Checks

  • In the past year CARR was profitable.
  • In the past year CARR had a positive cash flow from operations.
  • CARR had positive earnings in each of the past 5 years.
  • CARR had a positive operating cash flow in each of the past 5 years.
CARR Yearly Net Income VS EBIT VS OCF VS FCFCARR Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B 4B 5B

1.2 Ratios

  • CARR's Return On Assets of 3.99% is in line compared to the rest of the industry. CARR outperforms 45.24% of its industry peers.
  • The Return On Equity of CARR (10.75%) is comparable to the rest of the industry.
  • CARR has a worse Return On Invested Capital (5.06%) than 69.05% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for CARR is significantly below the industry average of 11.95%.
Industry RankSector Rank
ROA 3.99%
ROE 10.75%
ROIC 5.06%
ROA(3y)7.69%
ROA(5y)8.6%
ROE(3y)22.03%
ROE(5y)27.25%
ROIC(3y)5.56%
ROIC(5y)8.12%
CARR Yearly ROA, ROE, ROICCARR Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2017 2018 2019 2020 2021 2022 2023 2024 2025 10 20 30 40

1.3 Margins

  • CARR's Profit Margin of 6.82% is in line compared to the rest of the industry. CARR outperforms 57.14% of its industry peers.
  • CARR's Profit Margin has declined in the last couple of years.
  • CARR has a Operating Margin (10.01%) which is comparable to the rest of the industry.
  • In the last couple of years the Operating Margin of CARR has declined.
  • With a Gross Margin value of 26.05%, CARR is not doing good in the industry: 64.29% of the companies in the same industry are doing better.
  • CARR's Gross Margin has declined in the last couple of years.
Industry RankSector Rank
OM 10.01%
PM (TTM) 6.82%
GM 26.05%
OM growth 3Y-22.02%
OM growth 5Y-1.52%
PM growth 3Y-26.67%
PM growth 5Y-9.68%
GM growth 3Y-0.94%
GM growth 5Y-2.38%
CARR Yearly Profit, Operating, Gross MarginsCARR Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2017 2018 2019 2020 2021 2022 2023 2024 2025 5 10 15 20 25

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ROAROEROICOperating and Profit MarginShow most profitable peers

3

2. Health

2.1 Basic Checks

  • CARR has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
  • The number of shares outstanding for CARR has been reduced compared to 1 year ago.
  • The number of shares outstanding for CARR has been reduced compared to 5 years ago.
  • CARR has a better debt/assets ratio than last year.
CARR Yearly Shares OutstandingCARR Yearly Shares OutstandingYearly Shares Outstanding 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M
CARR Yearly Total Debt VS Total AssetsCARR Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2018 2019 2020 2021 2022 2023 2024 2025 10B 20B 30B

2.2 Solvency

  • CARR has an Altman-Z score of 2.66. This is not the best score and indicates that CARR is in the grey zone with still only limited risk for bankruptcy at the moment.
  • CARR's Altman-Z score of 2.66 is in line compared to the rest of the industry. CARR outperforms 42.86% of its industry peers.
  • CARR has a debt to FCF ratio of 5.65. This is a neutral value as CARR would need 5.65 years to pay back of all of its debts.
  • CARR has a Debt to FCF ratio (5.65) which is comparable to the rest of the industry.
  • CARR has a Debt/Equity ratio of 0.82. This is a neutral value indicating CARR is somewhat dependend on debt financing.
  • CARR has a Debt to Equity ratio of 0.82. This is in the lower half of the industry: CARR underperforms 66.67% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.82
Debt/FCF 5.65
Altman-Z 2.66
ROIC/WACC0.55
WACC9.14%
CARR Yearly LT Debt VS Equity VS FCFCARR Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2017 2018 2019 2020 2021 2022 2023 2024 2025 5B 10B

2.3 Liquidity

  • A Current Ratio of 1.20 indicates that CARR should not have too much problems paying its short term obligations.
  • CARR has a worse Current ratio (1.20) than 85.71% of its industry peers.
  • A Quick Ratio of 0.85 indicates that CARR may have some problems paying its short term obligations.
  • Looking at the Quick ratio, with a value of 0.85, CARR is doing worse than 83.33% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 1.2
Quick Ratio 0.85
CARR Yearly Current Assets VS Current LiabilitesCARR Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2018 2019 2020 2021 2022 2023 2024 2025 5B 10B 15B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

4

3. Growth

3.1 Past

  • The earnings per share for CARR have decreased by -7.86% in the last year.
  • Measured over the past years, CARR shows a quite strong growth in Earnings Per Share. The EPS has been growing by 9.22% on average per year.
  • Looking at the last year, CARR shows a very negative growth in Revenue. The Revenue has decreased by -24.14% in the last year.
  • Measured over the past years, CARR shows a small growth in Revenue. The Revenue has been growing by 4.49% on average per year.
EPS 1Y (TTM)-7.86%
EPS 3Y3.46%
EPS 5Y9.22%
EPS Q2Q%-37.04%
Revenue 1Y (TTM)-24.14%
Revenue growth 3Y2.12%
Revenue growth 5Y4.49%
Sales Q2Q%-6.04%

3.2 Future

  • The Earnings Per Share is expected to grow by 15.99% on average over the next years. This is quite good.
  • The Revenue is expected to grow by 6.94% on average over the next years.
EPS Next Y15.25%
EPS Next 2Y13.7%
EPS Next 3Y14.03%
EPS Next 5Y15.99%
Revenue Next Year2.9%
Revenue Next 2Y3.98%
Revenue Next 3Y4.89%
Revenue Next 5Y6.94%

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
CARR Yearly Revenue VS EstimatesCARR Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 10B 20B 30B
CARR Yearly EPS VS EstimatesCARR Yearly EPS VS EstimatesYearly EPS VS Estimates 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 1 2 3 4 5

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2

4. Valuation

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 24.33 indicates a rather expensive valuation of CARR.
  • CARR's Price/Earnings ratio is in line with the industry average.
  • Compared to an average S&P500 Price/Earnings ratio of 27.27, CARR is valued at the same level.
  • The Price/Forward Earnings ratio is 21.11, which indicates a rather expensive current valuation of CARR.
  • The rest of the industry has a similar Price/Forward Earnings ratio as CARR.
  • The average S&P500 Price/Forward Earnings ratio is at 28.16. CARR is valued slightly cheaper when compared to this.
Industry RankSector Rank
PE 24.33
Fwd PE 21.11
CARR Price Earnings VS Forward Price EarningsCARR Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, CARR is valued a bit more expensive than the industry average as 61.90% of the companies are valued more cheaply.
  • CARR's Price/Free Cash Flow is on the same level as the industry average.
Industry RankSector Rank
P/FCF 25.03
EV/EBITDA 18.56
CARR Per share dataCARR EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 10 20

4.3 Compensation for Growth

  • CARR's PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • A more expensive valuation may be justified as CARR's earnings are expected to grow with 14.03% in the coming years.
PEG (NY)1.59
PEG (5Y)2.64
EPS Next 2Y13.7%
EPS Next 3Y14.03%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

4

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 1.48%, CARR has a reasonable but not impressive dividend return.
  • CARR's Dividend Yield is rather good when compared to the industry average which is at 0.63. CARR pays more dividend than 88.10% of the companies in the same industry.
  • CARR's Dividend Yield is comparable with the S&P500 average which is at 1.85.
Industry RankSector Rank
Dividend Yield 1.48%

5.2 History

  • CARR has been paying a dividend for over 5 years, so it has already some track record.
  • CARR has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)N/A
Div Incr Years4
Div Non Decr Years4
CARR Yearly Dividends per shareCARR Yearly Dividends per shareYearly Dividends per share 2020 2021 2022 2023 2024 2025 2026 0.2 0.4 0.6

5.3 Sustainability

  • CARR pays out 52.02% of its income as dividend. This is a bit on the high side, but may be sustainable.
DP52.02%
EPS Next 2Y13.7%
EPS Next 3Y14.03%
CARR Yearly Income VS Free CF VS DividendCARR Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B 4B 5B
CARR Dividend Payout.CARR Dividend Payout, showing the Payout Ratio.CARR Dividend Payout.PayoutRetained Earnings

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CARRIER GLOBAL CORP

NYSE:CARR (2/19/2026, 3:17:04 PM)

62.7601

-1.57 (-2.44%)

Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupCapital Goods
GICS IndustryBuilding Products
Earnings (Last)02-05
Earnings (Next)04-29
Inst Owners87.14%
Inst Owner Change-6.83%
Ins Owners6.1%
Ins Owner Change10.19%
Market Cap52.46B
Revenue(TTM)21.75B
Net Income(TTM)1.48B
Analysts78.06
Price Target72.26 (15.14%)
Short Float %2.29%
Short Ratio2.16
Dividend
Industry RankSector Rank
Dividend Yield 1.48%
Yearly Dividend0.9
Dividend Growth(5Y)N/A
DP52.02%
Div Incr Years4
Div Non Decr Years4
Ex-Date01-20
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)2.47%
Min EPS beat(2)-10.37%
Max EPS beat(2)15.31%
EPS beat(4)2
Avg EPS beat(4)3.43%
Min EPS beat(4)-10.37%
Max EPS beat(4)15.31%
EPS beat(8)5
Avg EPS beat(8)4.01%
EPS beat(12)9
Avg EPS beat(12)4.17%
EPS beat(16)12
Avg EPS beat(16)4.81%
Revenue beat(2)0
Avg Revenue beat(2)-3.44%
Min Revenue beat(2)-5.05%
Max Revenue beat(2)-1.83%
Revenue beat(4)0
Avg Revenue beat(4)-2.46%
Min Revenue beat(4)-5.05%
Max Revenue beat(4)-1.31%
Revenue beat(8)0
Avg Revenue beat(8)-4.11%
Revenue beat(12)2
Avg Revenue beat(12)-3.21%
Revenue beat(16)3
Avg Revenue beat(16)-2.61%
PT rev (1m)-1.6%
PT rev (3m)-5.59%
EPS NQ rev (1m)-7.74%
EPS NQ rev (3m)-13.09%
EPS NY rev (1m)-2.08%
EPS NY rev (3m)-3.82%
Revenue NQ rev (1m)-2.81%
Revenue NQ rev (3m)-3.79%
Revenue NY rev (1m)-0.58%
Revenue NY rev (3m)-1.81%
Valuation
Industry RankSector Rank
PE 24.33
Fwd PE 21.11
P/S 2.41
P/FCF 25.03
P/OCF 21.08
P/B 3.8
P/tB N/A
EV/EBITDA 18.56
EPS(TTM)2.58
EY4.11%
EPS(NY)2.97
Fwd EY4.74%
FCF(TTM)2.51
FCFY4%
OCF(TTM)2.98
OCFY4.74%
SpS26.02
BVpS16.52
TBVpS-9.6
PEG (NY)1.59
PEG (5Y)2.64
Graham Number30.96
Profitability
Industry RankSector Rank
ROA 3.99%
ROE 10.75%
ROCE 7.24%
ROIC 5.06%
ROICexc 5.34%
ROICexgc 22.75%
OM 10.01%
PM (TTM) 6.82%
GM 26.05%
FCFM 9.64%
ROA(3y)7.69%
ROA(5y)8.6%
ROE(3y)22.03%
ROE(5y)27.25%
ROIC(3y)5.56%
ROIC(5y)8.12%
ROICexc(3y)7.22%
ROICexc(5y)10.08%
ROICexgc(3y)26.77%
ROICexgc(5y)32.8%
ROCE(3y)7.94%
ROCE(5y)11.6%
ROICexgc growth 3Y-26.73%
ROICexgc growth 5Y-0.37%
ROICexc growth 3Y-33.6%
ROICexc growth 5Y-7.35%
OM growth 3Y-22.02%
OM growth 5Y-1.52%
PM growth 3Y-26.67%
PM growth 5Y-9.68%
GM growth 3Y-0.94%
GM growth 5Y-2.38%
F-Score4
Asset Turnover0.58
Health
Industry RankSector Rank
Debt/Equity 0.82
Debt/FCF 5.65
Debt/EBITDA 3.29
Cap/Depr 30.77%
Cap/Sales 1.8%
Interest Coverage 5.16
Cash Conversion 72.12%
Profit Quality 141.24%
Current Ratio 1.2
Quick Ratio 0.85
Altman-Z 2.66
F-Score4
WACC9.14%
ROIC/WACC0.55
Cap/Depr(3y)54.1%
Cap/Depr(5y)71.4%
Cap/Sales(3y)2.14%
Cap/Sales(5y)1.96%
Profit Quality(3y)100.42%
Profit Quality(5y)90.87%
High Growth Momentum
Growth
EPS 1Y (TTM)-7.86%
EPS 3Y3.46%
EPS 5Y9.22%
EPS Q2Q%-37.04%
EPS Next Y15.25%
EPS Next 2Y13.7%
EPS Next 3Y14.03%
EPS Next 5Y15.99%
Revenue 1Y (TTM)-24.14%
Revenue growth 3Y2.12%
Revenue growth 5Y4.49%
Sales Q2Q%-6.04%
Revenue Next Year2.9%
Revenue Next 2Y3.98%
Revenue Next 3Y4.89%
Revenue Next 5Y6.94%
EBIT growth 1Y-13.55%
EBIT growth 3Y-20.37%
EBIT growth 5Y2.91%
EBIT Next Year30.43%
EBIT Next 3Y12.85%
EBIT Next 5YN/A
FCF growth 1Y475.82%
FCF growth 3Y14.67%
FCF growth 5Y8.72%
OCF growth 1Y181.77%
OCF growth 3Y12.59%
OCF growth 5Y8.02%

CARRIER GLOBAL CORP / CARR FAQ

Can you provide the ChartMill fundamental rating for CARRIER GLOBAL CORP?

ChartMill assigns a fundamental rating of 3 / 10 to CARR.


Can you provide the valuation status for CARRIER GLOBAL CORP?

ChartMill assigns a valuation rating of 3 / 10 to CARRIER GLOBAL CORP (CARR). This can be considered as Overvalued.


How profitable is CARRIER GLOBAL CORP (CARR) stock?

CARRIER GLOBAL CORP (CARR) has a profitability rating of 3 / 10.


What is the financial health of CARRIER GLOBAL CORP (CARR) stock?

The financial health rating of CARRIER GLOBAL CORP (CARR) is 3 / 10.


How sustainable is the dividend of CARRIER GLOBAL CORP (CARR) stock?

The dividend rating of CARRIER GLOBAL CORP (CARR) is 4 / 10 and the dividend payout ratio is 52.02%.