Fundamental analysis · SEC EDGAR · TTM through 31/03/2026

Fundamental analysis of Carrier Global Corp

CARR · NYSE · Industrial

Fundamental quality

DEMANDING

45

out of 100

Carrier Global Corp earns a fundamental-quality score of 45 out of 100, profiling it as a company with demanding fundamentals. Its score rests mainly on its financial strength (net debt 3.26× EBITDA). Its weakest area is its growth (revenue +4.4%/yr). Whether it's cheap or expensive depends on the current price, which you can compute in the tool.

What the company does

Carrier Global is a world leader in climate control: air conditioners, heat pumps and commercial refrigeration, with the brand that literally invented modern air conditioning. Spun off from United Technologies, it has refocused on climate and energy.

What will shape its future

  • Heat pumps and energy efficiency, the big regulatory replacement engine in Europe and the US.
  • A hotter planet: every heat wave sells air conditioners.
  • Aftermarket and service, the recurring share it wants to fatten.

Breakdown by area

I.Growth
25

EPS growth: -7.1% · Revenue growth: 4.4%

II.Profitability
54

Net margin: 6% · ROE: 9.5% · ROIC: 7.4%

III.Financial health
57

Net debt/EBITDA: 3.26x · FCF: 7.7%

Source: SEC EDGAR · TTM through 31/03/2026

The score combines growth, profitability and financial strength. Here its financial strength weighs in its favor, while its growth drags it down the most.

Versus its sector

Percentile against the other 69 Industrial companies in our coverage: how far it beats them on each metric (100 = best in sector).

Net marginbeats 35%
ROEbeats 26%
Growthbeats 25%
Cash generationbeats 42%
Less debtbeats 20%

Computed from the daily dataset scores. A high percentile places the company among the best in its sector on that metric; it is not a buy recommendation.

Key concepts

What do these metrics mean? Fundamental analysis · What is the P/E · What is EPS · What is ROE · Net & gross margin · Free cash flow

Carrier Global Corp strengths

  • Positive free cash flow year after year, a self-funding business.

Carrier Global Corp risks and weaknesses

  • Shrinking margins: net margin has fallen from 11% to 7% in recent years.
  • Declining earnings per share (-7.1% annualized).
  • Its net debt has grown over the period.

Carrier Global Corp historical evolution

YearRevenueNet incomeFree cash flowNet debt
202017,4562,0061,3807,112
202120,6131,7011,8936,709
202217,2883,5341,4265,544
202318,9511,3492,1684,441
202422,4865,604448,309
202521,7471,4842,1219,918

Between 2020 and 2025, revenue went from $17,456M to $21,747M (+25%) and net income went from $2,006M to $1,484M (-26%). Meanwhile, its margins have narrowed (from 11% to 7%).

Annual figures in millions of U.S. dollars ($M) per SEC filings. Net debt is total debt minus cash.

Latest results

Versus the same period a year earlier

Figures for the quarter ended March 31, 2026, versus the quarter ended March 31, 2025 (SEC filings):

  • Revenue+2.4%
  • Net income-42.2%

Automatic comparison between the two most recent periods filed with the SEC. One quarter doesn't make a trend: read it alongside the historical evolution above.

Dividend

$0.68

per share, yearly

52% of earnings

Payout

The dividend yield depends on today's price. Compute it in the analyzer → · See all dividend-paying stocks →

Advertising

Invest smart: choose your broker well

Open your account in minutes with regulated brokers and buy U.S. and European stocks from small amounts. No paperwork.

Interactive BrokersGlobal markets

The serious investor's standard

Open free account →
WebullCommission-free

Popular in the U.S.

Open free account →

Investing carries risk of loss.

Is Carrier Global Corp cheap or expensive?

That depends on the current price. Look it up, enter it in the tool and get the full valuation verdict (P/E against its sector).

Compute the valuation →

Frequently asked questions

Is Carrier Global Corp a good company to invest in?

In terms of business quality, Carrier Global Corp scores 45 out of 100 in our analysis, placing it as a company with demanding fundamentals. That said, this isn't a recommendation: whether it's a good investment also depends on its current price and your goals.

Is Carrier Global Corp a profitable company?

Carrier Global Corp is profitable, with a net margin of 6%, though a thin one.

Does Carrier Global Corp have a lot of debt?

Yes, its leverage is high: net debt is 3.26 times its EBITDA, and it has been rising.

Is Carrier Global Corp growing?

Its revenue has grown 4.4% annualized in recent years.

Does Carrier Global Corp generate cash?

Yes. It converts about 7.7% of its revenue into free cash flow, and has done so positively year after year.

The thresholds are general and the system doesn't judge qualitative factors. See the full methodology and use this analysis as a first filter, never as a final decision.

Was this page helpful?