CARR RSI Chart
Last 7 days
1.4%
Last 30 days
7.2%
Last 90 days
1.3%
Trailing 12 Months
25%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2023 | 21.0B | 21.8B | 22.1B | 22.1B |
2022 | 20.6B | 20.3B | 20.4B | 20.4B |
2021 | 18.3B | 19.7B | 20.1B | 20.6B |
2020 | 18.2B | 17.2B | 17.4B | 17.5B |
2019 | 18.8B | 18.8B | 18.7B | 18.6B |
2018 | 0 | 0 | 0 | 18.9B |
2017 | 0 | 0 | 0 | 17.8B |
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Feb 08, 2024 | gitlin david l. | sold | -19,203,100 | 54.1635 | -354,539 | chairman and ceo |
Feb 08, 2024 | crockett kyle | sold | -656,692 | 53.9599 | -12,170 | vice president, controller |
Feb 08, 2024 | crockett kyle | sold (taxes) | -262,359 | 53.95 | -4,863 | vice president, controller |
Feb 08, 2024 | o'connor kevin j. | sold | -1,427,680 | 53.7711 | -26,551 | senior vp & clo |
Feb 08, 2024 | crockett kyle | acquired | 262,400 | 25.58 | 10,258 | vice president, controller |
Feb 08, 2024 | gitlin david l. | acquired | 9,554,110 | 20.1875 | 473,269 | chairman and ceo |
Feb 08, 2024 | gitlin david l. | sold (taxes) | -9,554,020 | 54.06 | -176,730 | chairman and ceo |
Feb 04, 2024 | crockett kyle | acquired | - | - | 11,751 | vice president, controller |
Feb 04, 2024 | o'connor kevin j. | acquired | - | - | 39,836 | senior vp & clo |
Feb 04, 2024 | goris patrick p. | acquired | - | - | 67,011 | senior vp & cfo |
Which funds bought or sold CARR recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
Mar 26, 2024 | HighPoint Advisor Group LLC | new | - | 1,641,000 | 1,641,000 | 0.12% |
Mar 26, 2024 | Fairman Group, LLC | new | - | 980 | 980 | -% |
Mar 22, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | reduced | -2.33 | 1,036,910 | 63,949,000 | 0.05% |
Mar 22, 2024 | Livelsberger Financial Advisory | new | - | 556 | 556 | -% |
Mar 21, 2024 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | new | - | 4,713,660 | 4,713,660 | 0.02% |
Mar 18, 2024 | CoreFirst Bank & Trust | unchanged | - | 675 | 17,235 | 0.01% |
Mar 15, 2024 | B. Riley Wealth Advisors, Inc. | reduced | -67.03 | -1,463,440 | 768,263 | 0.02% |
Mar 14, 2024 | ABLES, IANNONE, MOORE & ASSOCIATES, INC. | new | - | 345 | 345 | -% |
Mar 11, 2024 | VANGUARD GROUP INC | added | 0.05 | 213,541,000 | 5,390,140,000 | 0.12% |
Mar 11, 2024 | Wahed Invest LLC | added | 7.96 | 89,904 | 817,054 | 0.23% |
Unveiling Carrier Global Corp's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed S&P 500 Index
Grufity's Fair Value model takes all the S&P 500 stocks and divides them into separate buckets based on their attractiveness. The 'Very Cheap' bucket of S&P 500 has greatly outperformed S&P 500 Index. Conversely, S&P500 stocks considered 'Very Expensive' by the model underperformed the S&P500 index in the past three years. Grufity Fair Value is available for 2300+ stocks, including 90% of S&P 500 stocks. Grufity's Fair Value Model separates high-return stocks from low-return stocks.
Returns of $10,000 invested in:
Very Cheap Stocks: $17,289
S&P 500 Index: $12,922
Very Expensive Stocks: $11,022
Grufity's Fair Value model does a great job in separating High Performing Stocks from Low Performing ones in the S&P 500 list.
Peers (Alternatives to Carrier Global Corp)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
CARR | 51.8B | 22.1B | 36 | 2.35 | ||||
BLDR | 25.6B | 17.1B | 16.61 | 1.5 | ||||
HUBB | 22.2B | 5.4B | 29.21 | 4.13 | ||||
CSL | 18.6B | 4.8B | 24.18 | 3.83 | ||||
LECO | 14.7B | 4.2B | 26.93 | 3.5 | ||||
MID-CAP | ||||||||
AYI | 8.2B | 3.9B | 22.19 | 2.12 | ||||
AAON | 7.1B | 1.2B | 39.81 | 6.05 | ||||
ATKR | 6.8B | 3.5B | 10.45 | 1.96 | ||||
AEIS | 3.8B | 1.7B | 29.68 | 2.3 | ||||
PLUG | 2.3B | 891.3M | -1.71 | 2.63 | ||||
SMALL-CAP | ||||||||
APOG | 1.3B | 1.4B | 12.54 | 0.93 | ||||
ACCO | 533.5M | 1.8B | -24.47 | 0.29 | ||||
ACTG | 527.4M | 130.3M | 7.87 | 4.05 | ||||
FCEL | 524.2M | 103.0M | -5.25 | 5.09 | ||||
APT | 73.5M | 61.2M | 17.54 | 1.2 |
Carrier Global Corp News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Revenue | -11.0% | 5,102 | 5,731 | 5,992 | 5,273 | 5,105 | 5,451 | 5,211 | 4,654 | 5,133 | 5,341 | 5,440 | 4,699 | 4,594 | 5,002 | 3,972 | 3,888 | 4,501 | 4,822 | 4,962 | 4,323 | - |
Costs and Expenses | -2.1% | 4,799 | 4,903 | 5,172 | 4,755 | 4,680 | 4,741 | 4,500 | 4,087 | 4,717 | 4,611 | 4,759 | 4,169 | 4,246 | 4,222 | 3,562 | 3,556 | 4,022 | 4,180 | 4,271 | 3,878 | - |
S&GA Expenses | 15.6% | 961 | 831 | 784 | 721 | 673 | 624 | 614 | 601 | 816 | 748 | 813 | 743 | 810 | 681 | 637 | 692 | 695 | 702 | 680 | 684 | - |
R&D Expenses | 8.3% | 170 | 157 | 151 | 139 | 149 | 143 | 122 | 125 | 134 | 123 | 125 | 121 | 127 | 100 | 94.00 | 98.00 | 99.00 | 102 | 103 | 97.00 | - |
EBITDA Margin | 8.0% | 0.12* | 0.11* | 0.15* | 0.17* | 0.23* | 0.23* | 0.19* | 0.19* | 0.13* | 0.18* | 0.19* | 0.19* | 0.18* | 0.15* | 0.13* | - | - | - | - | - | - |
Income Taxes | -43.7% | 120 | 213 | 189 | 122 | 99.00 | 138 | 170 | 301 | 73.00 | 288 | 234 | 104 | 289 | 261 | 106 | 193 | 137 | 175 | 65.00 | 140 | - |
Earnings Before Taxes | -5.9% | 559 | 594 | 422 | 509 | 377 | 1,470 | 757 | 1,688 | 405 | 768 | 731 | 496 | 1,176 | 1,009 | 375 | 295 | 591 | 679 | 859 | 543 | - |
EBT Margin | 9.6% | 0.09* | 0.09* | 0.13* | 0.15* | 0.21* | 0.21* | 0.18* | 0.17* | 0.12* | 0.16* | 0.17* | 0.17* | 0.16* | 0.13* | 0.11* | - | - | - | - | - | - |
Net Income | 15.2% | 439 | 381 | 233 | 387 | 278 | 1,332 | 587 | 1,387 | 332 | 480 | 497 | 392 | 884 | 748 | 269 | 102 | 440 | 492 | 784 | 400 | - |
Net Income Margin | 12.6% | 0.07* | 0.06* | 0.10* | 0.12* | 0.18* | 0.18* | 0.14* | 0.13* | 0.08* | 0.11* | 0.13* | 0.13* | 0.11* | 0.09* | 0.08* | - | - | - | - | - | - |
Free Cashflow | 2.0% | 1,062 | 1,041 | 384 | 120 | 1,123 | 790 | 32.00 | -202 | 913 | 579 | 561 | 184 | 199 | 937 | 509 | - | - | - | - | - | - |
Balance Sheet | |||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2018Q4 |
Assets | 23.7% | 32,822 | 26,544 | 26,284 | 26,411 | 26,086 | 25,350 | 23,662 | 24,193 | 26,172 | 25,788 | 25,738 | 24,868 | 25,093 | 25,728 | 24,176 | 22,001 | 22,406 | 21,737 |
Current Assets | 78.7% | 18,780 | 10,511 | 10,141 | 10,158 | 9,879 | 9,740 | 9,276 | 9,602 | 11,407 | 11,300 | 8,754 | 8,328 | 8,524 | 9,334 | 8,053 | 5,968 | 5,959 | 6,109 |
Cash Equivalents | 156.7% | 10,015 | 3,902 | 3,209 | 3,347 | 3,520 | 2,985 | 3,017 | 3,604 | 2,987 | 2,671 | 2,630 | 2,599 | 3,119 | 3,848 | 2,704 | 768 | 957 | 1,134 |
Inventory | -13.5% | 2,217 | 2,562 | 2,699 | 2,803 | 2,640 | 2,664 | 2,350 | 2,358 | 1,970 | 1,926 | 1,885 | 1,854 | 1,629 | 1,581 | 1,639 | 1,556 | 1,332 | 1,363 |
Net PPE | 3.8% | 2,293 | 2,210 | 2,262 | 2,277 | 2,241 | 2,055 | 1,805 | 1,825 | 1,826 | 1,764 | 1,837 | 1,777 | 1,810 | 1,676 | 1,651 | 1,638 | 1,663 | 1,653 |
Goodwill | -18.7% | 7,989 | 9,825 | 9,927 | 9,987 | 9,977 | 9,621 | 9,067 | 9,288 | 9,349 | 9,237 | 10,279 | 10,077 | 10,139 | 9,906 | 9,735 | 9,648 | 9,884 | 9,849 |
Liabilities | 32.0% | 23,817 | 18,042 | 17,996 | 17,943 | 18,010 | 17,887 | 16,670 | 16,763 | 19,078 | 18,566 | 18,618 | 18,050 | 18,515 | 20,291 | 19,810 | 18,975 | 7,971 | 7,468 |
Current Liabilities | 8.5% | 6,891 | 6,349 | 6,234 | 5,958 | 6,032 | 6,013 | 5,546 | 5,531 | 6,627 | 6,068 | 5,604 | 5,138 | 5,110 | 5,182 | 4,789 | 4,451 | 4,469 | 4,466 |
Long Term Debt | 64.6% | 14,242 | 8,651 | 8,655 | 8,708 | 8,702 | 8,670 | 8,298 | 8,305 | 9,513 | 9,558 | 9,600 | 9,577 | 10,036 | 11,751 | 11,728 | 11,029 | 82.00 | - |
LT Debt, Current | -61.9% | 51.00 | 134 | 134 | 142 | 140 | 219 | 269 | 256 | 183 | 130 | 125 | 153 | 191 | 223 | 301 | 218 | 237 | - |
LT Debt, Non Current | -100.0% | - | 8,651 | 8,655 | 8,708 | 8,702 | 8,670 | 8,298 | 8,305 | 9,513 | 9,558 | 9,600 | 9,577 | 10,036 | 11,751 | 11,728 | 11,029 | 82.00 | - |
Shareholder's Equity | 5.9% | 9,005 | 8,502 | 8,288 | 8,468 | 8,076 | 7,463 | 6,992 | 7,430 | 7,094 | 7,222 | 7,120 | 6,818 | 6,578 | 5,437 | 4,366 | 3,026 | 14,435 | 14,269 |
Retained Earnings | 1.6% | 6,591 | 6,486 | 6,129 | 6,239 | 5,866 | 5,876 | 4,564 | 4,244 | 2,865 | 2,774 | 2,305 | 2,027 | 1,643 | 932 | 191 | - | - | - |
Additional Paid-In Capital | 0.3% | 5,535 | 5,517 | 5,494 | 5,494 | 5,481 | 5,463 | 5,441 | 5,415 | 5,411 | 5,384 | 5,366 | 5,350 | 5,345 | 5,327 | 5,307 | - | - | - |
Shares Outstanding | 0.1% | 840 | 839 | 836 | 835 | 835 | 840 | 850 | 853 | 868 | 868 | 869 | 869 | 867 | 866 | 866 | - | - | - |
Minority Interest | 3.1% | 328 | 318 | 319 | 334 | 318 | 311 | 296 | 329 | 327 | 322 | 364 | 329 | 326 | 341 | 338 | 329 | 333 | 352 |
Float | - | - | - | 41,600 | - | - | - | 30,000 | - | - | - | 42,100 | - | - | - | 19,200 | - | - | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Cashflow From Operations | 2.0% | 1,062 | 1,041 | 384 | 120 | 1,123 | 790 | 32.00 | -202 | 913 | 579 | 561 | 184 | 199 | 937 | 509 | 47.00 | 1,074 | 618 | 554 | -183 | - |
Share Based Compensation | -21.7% | 18.00 | 23.00 | 18.00 | 22.00 | 19.00 | 17.00 | 20.00 | 21.00 | 32.00 | 21.00 | 21.00 | 19.00 | 21.00 | 21.00 | 22.00 | 13.00 | 12.00 | 18.00 | 14.00 | 8.00 | - |
Cashflow From Investing | -69.6% | -229 | -135 | -196 | -100 | -300 | -600 | -175 | 2,820 | -266 | -125 | -252 | -49.00 | 876 | 333 | 25.00 | -128 | -109 | -70.00 | -37.00 | -43.00 | - |
Cashflow From Financing | 3012.1% | 5,300 | -182 | -293 | -213 | -347 | -150 | -414 | -2,020 | -337 | -327 | -255 | -643 | -1,854 | -142 | 1,391 | -76.00 | -887 | -603 | -435 | -57.00 | - |
Dividend Payments | -0.6% | 155 | 156 | 155 | 154 | 125 | 127 | 128 | 129 | 104 | 104 | 105 | 104 | 68.00 | 70.00 | - | - | - | - | - | - | - |
Buy Backs | - | - | - | - | 62.00 | 119 | 247 | 280 | 734 | 252 | 145 | 94.00 | 36.00 | - | - | - | - | - | - | - | - | - |
CONSOLIDATED STATEMENT OF OPERATIONS - USD ($) shares in Millions, $ in Millions | 12 Months Ended | ||
---|---|---|---|
Dec. 31, 2023 | Dec. 31, 2022 | Dec. 31, 2021 | |
Net sales | |||
Sales to equity method investees included in Product sales | $ 22,098 | $ 20,421 | $ 20,613 |
Costs and expenses | |||
Research and development | (617) | (539) | (503) |
Selling, general and administrative | (3,297) | (2,512) | (3,120) |
Total costs and expenses | (19,629) | (18,008) | (18,256) |
Equity method investment net earnings | 211 | 262 | 249 |
Other income (expense), net | (384) | 1,840 | 39 |
Operating profit | 2,296 | 4,515 | 2,645 |
Non-service pension benefit (expense) | (1) | (4) | 61 |
Interest (expense) income, net | (211) | (219) | (306) |
Income from operations before income taxes | 2,084 | 4,292 | 2,400 |
Income tax expense | (644) | (708) | (699) |
Net income from operations | 1,440 | 3,584 | 1,701 |
Less: Non-controlling interest in subsidiaries' earnings from operations | 91 | 50 | 37 |
Net income attributable to common shareowners | $ 1,349 | $ 3,534 | $ 1,664 |
Earnings per share | |||
Basic (in dollars per share) | $ 1.61 | $ 4.19 | $ 1.92 |
Diluted (in dollars per share) | $ 1.58 | $ 4.10 | $ 1.87 |
Weighted-average number of shares outstanding | |||
Basic (in shares) | 837.3 | 843.4 | 867.7 |
Diluted (in shares) | 853.0 | 861.2 | 890.3 |
Product | |||
Net sales | |||
Sales to equity method investees included in Product sales | $ 19,563 | $ 18,250 | $ 17,214 |
Costs and expenses | |||
Cost of products and services sold | (13,831) | (13,337) | (12,300) |
Service | |||
Net sales | |||
Sales to equity method investees included in Product sales | 2,535 | 2,171 | 3,399 |
Costs and expenses | |||
Cost of products and services sold | $ (1,884) | $ (1,620) | $ (2,333) |
CONSOLIDATED BALANCE SHEET - USD ($) $ in Millions | Dec. 31, 2023 | Dec. 31, 2022 |
---|---|---|
Assets | ||
Cash and cash equivalents | $ 10,015 | $ 3,520 |
Accounts receivable, net | 2,481 | 2,833 |
Contract assets, current | 306 | 537 |
Inventories, net | 2,217 | 2,640 |
Assets held for sale | 3,314 | 0 |
Other assets, current | 447 | 349 |
Total current assets | 18,780 | 9,879 |
Future income tax benefits | 739 | 612 |
Fixed assets, net | 2,293 | 2,241 |
Operating lease right-of-use assets | 491 | 642 |
Intangible assets, net | 1,028 | 1,342 |
Goodwill | 7,989 | 9,977 |
Pension and post-retirement assets | 32 | 26 |
Equity method investments | 1,140 | 1,148 |
Other assets | 330 | 219 |
Total assets | 32,822 | 26,086 |
Liabilities and Equity | ||
Accounts payable | 2,742 | 2,833 |
Accrued liabilities | 2,811 | 2,610 |
Contract liabilities, current | 425 | 449 |
Liabilities held for sale | 862 | 0 |
Current portion of long-term debt | 51 | 140 |
Total current liabilities | 6,891 | 6,032 |
Long-term debt | 14,242 | 8,702 |
Future pension and post-retirement obligations | 155 | 349 |
Future income tax obligations | 535 | 568 |
Operating lease liabilities | 391 | 529 |
Other long-term liabilities | 1,603 | 1,830 |
Total Liabilities | 23,817 | 18,010 |
Commitments and contingent liabilities (Note 23) | ||
Equity | ||
Common stock, par value $0.01; 4,000,000,000 shares authorized; 883,068,393 and 876,487,480 shares issued; 839,910,275 and 834,664,966 outstanding as of December 31, 2023 and 2022, respectively | 9 | 9 |
Treasury stock - 43,490,981 common shares | (1,972) | (1,910) |
Additional paid-in capital | 5,535 | 5,481 |
Retained earnings | 6,591 | 5,866 |
Accumulated other comprehensive income (loss) | (1,486) | (1,688) |
Non-controlling interest | 328 | 318 |
Total Equity | 9,005 | 8,076 |
Total Liabilities and Equity | $ 32,822 | $ 26,086 |
 | Mr. David L. Gitlin |
---|---|
 | www.corporate.carrier.com |
 | 52000 |