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Upturn AI SWOT - About
CARR 
Carrier Global Corp (CARR)
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Upturn Advisory Summary
09/15/2025: 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 $78.45
1 Year Target Price $78.45
| 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 09/15/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 52.48B USD | Price to earnings Ratio 35.44 | 1Y Target Price 78.45 |
Price to earnings Ratio 35.44 | 1Y Target Price 78.45 | ||
Volume (30-day avg) 25 | Beta 1.25 | 52 Weeks Range 53.89 - 82.31 | Updated Date 09/15/2025 |
52 Weeks Range 53.89 - 82.31 | Updated Date 09/15/2025 | ||
Dividends yield (FY) 1.39% | 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 - | When - | Estimate - | Actual - |
Profitability
Profit Margin 17.81% | Operating Margin (TTM) 14.41% |
Management Effectiveness
Return on Assets (TTM) 3.82% | Return on Equity (TTM) 11.38% |
Valuation
Trailing PE 35.44 | Forward PE 17.89 | Enterprise Value 62572578357 | Price to Sales(TTM) 2.34 |
Enterprise Value 62572578357 | Price to Sales(TTM) 2.34 | ||
Enterprise Value to Revenue 2.79 | Enterprise Value to EBITDA 13.76 | Shares Outstanding 851022976 | Shares Floating 798727484 |
Shares Outstanding 851022976 | Shares Floating 798727484 | ||
Percent Insiders 6.03 | Percent Institutions 86.59 |
Upturn AI SWOT
Carrier Global Corp
Company Overview
History and Background
Carrier Global Corporation was spun off from United Technologies in April 2020. It traces its roots back to Willis Carrier, who invented modern air conditioning in 1902. The company focuses on providing HVAC, refrigeration, and fire and security solutions.
Core Business Areas
- HVAC: Provides heating, ventilation, and air conditioning systems and services for residential, commercial, and industrial applications.
- Refrigeration: Offers transport refrigeration and commercial refrigeration solutions for the safe and efficient transportation and storage of temperature-sensitive goods.
- Fire & Security: Develops and manufactures fire detection, suppression, and security systems and services for buildings and industrial processes.
Leadership and Structure
Carrier is led by CEO David Gitlin. The organizational structure includes business units for HVAC, Refrigeration, and Fire & Security, supported by functional departments like finance, operations, and technology.
Top Products and Market Share
Key Offerings
- Air Conditioners: Carrier offers a wide range of air conditioners for residential and commercial use. Competitors: Trane Technologies (TT), Daikin Industries (DKILF). Market share fluctuates but consistently ranks among the top 3 globally. Revenue from air conditioning is a significant portion of the HVAC segment revenue.
- Transport Refrigeration Units: Carrier Transicold provides refrigeration units for trucks, trailers, and containers, ensuring temperature control during transport. Competitors: Thermo King (part of Trane Technologies), Mitsubishi Heavy Industries. Market share is a leading position, but varies based on region. The transport refrigeration segment accounts for a substantial part of the Refrigeration segment.
- Fire Detection Systems: Carrier provides fire detection and suppression systems for commercial and industrial buildings. Competitors: Johnson Controls (JCI), Honeywell (HON). Their market share varies, focusing on innovative products. A considerable portion of the revenue is generated by service and maintenance.
Market Dynamics
Industry Overview
The HVAC, refrigeration, and fire & security industries are driven by factors like economic growth, construction activity, increasing urbanization, and growing demand for energy-efficient and sustainable solutions. Regulations regarding building safety and environmental standards also play a significant role.
Positioning
Carrier is a global leader in its core markets, known for its strong brand recognition, broad product portfolio, and extensive service network. Its competitive advantages include innovation, scale, and a focus on sustainability.
Total Addressable Market (TAM)
The combined TAM for HVAC, refrigeration, and fire & security is estimated to be in the hundreds of billions of dollars globally. Carrier is well-positioned to capture a significant share of this market with its diverse product offerings and global presence.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Global presence and extensive distribution network
- Broad product portfolio
- Focus on innovation and sustainability
- Experienced management team
Weaknesses
- Exposure to cyclical economic conditions
- Dependence on raw material prices
- Intense competition in mature markets
- Potential for product recalls or warranty issues
Opportunities
- Growing demand for energy-efficient and sustainable solutions
- Expansion in emerging markets
- Strategic acquisitions to expand product offerings
- Increasing adoption of connected and smart building technologies
- Government incentives for energy-efficient products
Threats
- Economic downturns
- Rising raw material costs
- Increased competition from low-cost manufacturers
- Changes in regulations and standards
- Disruptive technologies
Competitors and Market Share
Key Competitors
- TT
- JCI
- HON
- DKILF
Competitive Landscape
Carrier faces intense competition from established players and emerging companies. Its advantages include its strong brand, broad product portfolio, and global presence. Disadvantages are that it is highly susceptible to economical and financial changes.
Major Acquisitions
Vapotherm
- Year: 2024
- Acquisition Price (USD millions): 400
- Strategic Rationale: Expand into high growth respiratory care market
Growth Trajectory and Initiatives
Historical Growth: Carrier has demonstrated steady growth in recent years, driven by organic expansion and strategic acquisitions.
Future Projections: Analysts project continued growth for Carrier, fueled by increasing demand for its products and services, as well as its focus on innovation and sustainability.
Recent Initiatives: Carrier has undertaken several strategic initiatives, including acquisitions, divestitures, and investments in research and development, to drive future growth.
Summary
Carrier is a well-established global player in the HVAC, refrigeration, and fire & security industries. Its strengths include its strong brand, broad product portfolio, and global presence. However, Carrier faces challenges such as economic cyclicality and intense competition. To maintain its position, Carrier must focus on innovation, sustainability, and strategic acquisitions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q)
- Investor presentations
- Analyst reports
- Industry publications
Disclaimers:
This analysis is based on publicly available information and is intended for informational purposes only. It should not be construed as investment advice. Market share data are estimates and may vary depending on the source.
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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