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Upturn AI SWOT - About
CARR 
Carrier Global Corp (CARR)
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Upturn Advisory Summary
08/14/2025: CARR (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
25 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $83.31
1 Year Target Price $83.31
| 11 | Strong Buy |
| 5 | Buy |
| 8 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 7.95% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 55.96B USD | Price to earnings Ratio 37.79 | 1Y Target Price 83.31 |
Price to earnings Ratio 37.79 | 1Y Target Price 83.31 | ||
Volume (30-day avg) 25 | Beta 1.26 | 52 Weeks Range 53.89 - 82.31 | Updated Date 08/15/2025 |
52 Weeks Range 53.89 - 82.31 | Updated Date 08/15/2025 | ||
Dividends yield (FY) 1.29% | Basic EPS (TTM) 1.74 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-07-29 | When Before Market | Estimate 0.9 | Actual 0.92 |
Profitability
Profit Margin 17.81% | Operating Margin (TTM) 14.41% |
Management Effectiveness
Return on Assets (TTM) 3.32% | Return on Equity (TTM) 11.38% |
Valuation
Trailing PE 37.79 | Forward PE 21.83 | Enterprise Value 66053261761 | Price to Sales(TTM) 2.49 |
Enterprise Value 66053261761 | Price to Sales(TTM) 2.49 | ||
Enterprise Value to Revenue 2.94 | Enterprise Value to EBITDA 14.52 | Shares Outstanding 851022976 | Shares Floating 798804076 |
Shares Outstanding 851022976 | Shares Floating 798804076 | ||
Percent Insiders 6.03 | Percent Institutions 86.01 |
Upturn AI SWOT
Carrier Global Corp
Company Overview
History and Background
Carrier Global Corporation was spun off from United Technologies in April 2020. It is a global provider of heating, ventilating, air conditioning (HVAC), refrigeration, fire, security, and building automation technologies.
Core Business Areas
- HVAC: Offers a range of residential, commercial, and industrial HVAC systems, including air conditioners, heat pumps, furnaces, and controls.
- Refrigeration: Provides transport refrigeration and commercial refrigeration solutions for trucks, trailers, shipping containers, and supermarkets.
- Fire & Security: Offers fire detection, suppression, access control, and intrusion detection solutions for commercial and residential buildings.
- Building Automation: Provides building automation systems and services for energy management, safety, and comfort.
Leadership and Structure
Carrier is led by Chairman & CEO David Gitlin. The organizational structure includes business units focused on specific product lines and geographic regions.
Top Products and Market Share
Key Offerings
- Air Conditioners & Heat Pumps: Residential and commercial air conditioning and heat pump systems. Competitors include Trane Technologies (TT), Lennox International (LII), and Daikin Industries. Carrier has a significant market share in North America, but it varies by region. Market Share is highly fragmented.
- Transport Refrigeration: Refrigeration units for trucks, trailers, and containers under the Carrier Transicold brand. Competitors include Thermo King (part of Trane Technologies) and Mitsubishi Heavy Industries. This is a strong segment for Carrier, with estimated market share leadership in some regions.
- Fire Detection & Suppression: Edwards fire safety systems for commercial buildings. Competitors include Honeywell (HON) and Johnson Controls (JCI). Market share is competitive, with Carrier holding a notable position.
- Automated Logic: Building automation systems for energy management. Competitors include Johnson Controls, Siemens, and Honeywell. Market share in this segment is growing with increased focus on energy efficiency.
Market Dynamics
Industry Overview
The HVAC, refrigeration, fire, and security industries are driven by factors such as population growth, urbanization, climate change, building regulations, and technological advancements (e.g., IoT, smart buildings).
Positioning
Carrier is a leading provider of HVAC and refrigeration solutions, with a strong brand reputation and global presence. It competes on product innovation, energy efficiency, and service capabilities.
Total Addressable Market (TAM)
The global HVAC market is projected to reach hundreds of billions of dollars in the coming years. Carrier is well-positioned to capture a significant portion of this TAM, especially through sustainable and energy-efficient solutions.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Global distribution network
- Wide range of products and services
- Focus on innovation and technology
- Emphasis on sustainability
Weaknesses
- Exposure to cyclicality of construction markets
- Competition from lower-cost manufacturers
- Dependence on raw material prices
- Integration risks with acquisitions
- High debt (due to spin-off)
Opportunities
- Growing demand for energy-efficient HVAC systems
- Expansion into emerging markets
- Adoption of IoT and smart building technologies
- Increasing focus on indoor air quality
- Government incentives for green building practices
Threats
- Economic downturns
- Fluctuations in raw material prices
- Stringent environmental regulations
- Intense competition
- Disruptive technologies
Competitors and Market Share
Key Competitors
- Trane Technologies (TT)
- Johnson Controls (JCI)
- Lennox International (LII)
Competitive Landscape
Carrier benefits from its broad product portfolio and global presence. However, it faces strong competition from companies with similar scale and technological capabilities. Differentiation through innovation and customer service is crucial.
Major Acquisitions
Viega Climate Solutions
- Year: 2024
- Acquisition Price (USD millions): 775
- Strategic Rationale: This acquisition is designed to expand Carrier's offerings in sustainable and efficient heating and cooling solutions, particularly in Europe.
Growth Trajectory and Initiatives
Historical Growth: Historical growth requires analyzing several years of data.
Future Projections: Future projections are based on analyst estimates. These estimates vary based on the economy and depend on many variables. Please consult a financial professional for estimates.
Recent Initiatives: Carrier has been focusing on acquisitions and partnerships to expand its product offerings and market reach. They're also heavily invested in sustainable solutions.
Summary
Carrier Global is a major player in the HVAC and refrigeration industries, boasting a strong brand and extensive global reach. The company's focus on sustainability and smart building technologies positions it well for future growth. However, it faces challenges from competitors and economic fluctuations. Successfully managing debt and executing its strategic initiatives will be key to continued success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Carrier Global Corporation Investor Relations
- Industry Reports
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market share data is approximate and may vary. Financial data should be verified with official company filings.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Carrier Global Corp
Exchange NYSE | Headquaters Palm Beach Gardens, FL, United States | ||
IPO Launch date 2020-04-03 | Chairman & CEO Mr. David L. Gitlin | ||
Sector Industrials | Industry Building Products & Equipment | Full time employees 48000 | |
Full time employees 48000 | |||
Carrier Global Corporation provides intelligent climate and energy solutions in the United States, Europe, the Asia Pacific, and internationally. It operates in two segments, Heating, Ventilating and Air Conditioning (HVAC), and Refrigeration. The HVAC segment provides products, controls, services, and solutions to meet the heating, cooling, and ventilation needs of residential and commercial customers. Its products include air conditioners, heating systems, heat pumps, building automation systems, aftermarket components, and repair and maintenance services and rentals, as well as modernization and upgrades. The Refrigeration segment 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, Riello, Carrier Transicold, and Sensitech brands. The company was incorporated in 2019 and is headquartered in Palm Beach Gardens, Florida.
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