CoverageForm 410-K10-Q8-K13D13G13F

CARR · Carrier Global Corp - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · CARR

Income Statement

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Revenue$21.75B$22.49B$22.10B$20.42B$20.61B$17.46B
Cost of Revenue-$16.50B----
Gross Profit-$5.98B----
R&D$625.00M$686.00M$617.00M$539.00M$503.00M$419.00M
SG&A$3.09B$3.20B$3.30B$2.51B$3.12B$2.82B
Total Operating Expenses$19.84B$20.39B$19.63B$18.01B$18.26B$15.59B
D&A$1.27B$1.23B$542.00M$380.00M$338.00M$336.00M
Operating Income$2.17B$2.65B$2.30B$4.51B$2.65B$3.08B
Interest Expense$458.00M$580.00M$362.00M$302.00M$319.00M$298.00M
Income Tax$240.00M$1.06B$644.00M$708.00M$699.00M$849.00M
Net Income$1.48B$5.60B$1.35B$3.53B$1.66B$1.98B
EPS - Basic$1.74$6.24$1.61$4.19$1.92$2.29
EPS - Diluted$1.72$6.15$1.58$4.10$1.87$2.25

Balance Sheet

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Cash & Equivalents$1.55B$3.97B$10.02B$3.52B$2.99B$1.13B
Accounts Receivable$2.64B$2.65B$2.48B$2.83B$2.40B$2.78B
Inventory$2.48B$2.30B$2.22B$2.64B$1.97B$1.63B
Accounts Payable$2.70B$2.46B$2.74B$2.83B$2.33B$1.94B
Current Assets$8.53B$9.89B$18.78B$9.88B$11.41B$8.52B
Total Assets$37.19B$37.40B$32.82B$26.09B$26.17B$25.09B
Current Liabilities$7.11B$7.89B$6.89B$6.03B$6.63B$5.11B
Long-term Debt$11.37B$11.03B$14.24B--$10.04B
Total Liabilities$23.06B$23.01B$23.82B$18.01B$19.08B$18.52B
Stockholders' Equity$14.13B$14.39B$9.01B$8.08B$7.09B$14.78B
Retained Earnings$12.19B$11.48B$6.59B$5.87B$2.87B$1.64B

Cash Flow

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Operating Cash Flow$2.51B$563.00M$2.61B$1.74B$2.24B$1.69B
Investing Cash Flow($307.00M)($2.02B)($660.00M)$1.75B($692.00M)$1.11B
Financing Cash Flow($4.67B)($4.64B)$4.61B($2.93B)($1.56B)($681.00M)
CapEx$392.00M$519.00M$469.00M$353.00M$344.00M$312.00M
Free Cash Flow$2.12B$44.00M$2.14B$1.39B$1.89B$1.38B

Ratios

MetricFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Profitability
Gross margin-26.6%----
Operating margin10.0%11.8%10.4%22.1%12.8%17.7%
EBITDA margin15.8%17.2%12.8%24.0%14.5%19.6%
Net margin6.8%24.9%6.1%17.3%8.1%11.4%
Free cash flow margin9.8%0.2%9.7%6.8%9.2%7.9%
FCF / Net income1.430.011.580.391.140.70
R&D / Revenue2.9%3.1%2.8%2.6%2.4%2.4%
SG&A / Revenue14.2%14.2%14.9%12.3%15.1%16.2%
Effective tax rate13.9%15.9%32.3%16.7%29.6%30.0%
Return on assets4.0%15.0%4.1%13.5%6.4%7.9%
Return on equity10.5%38.9%15.0%43.8%23.5%13.4%
Return on invested capital7.3%8.8%6.7%--8.7%
Liquidity
Current ratio1.201.252.731.641.721.67
Quick ratio0.850.962.401.201.421.35
Cash ratio0.220.501.450.580.450.22
Leverage
Debt / Equity0.800.771.58--0.68
Debt / Assets0.310.290.43--0.40
Debt / EBITDA3.302.845.02--2.94
Interest coverage4.7x4.6x6.3x15.0x8.3x10.3x
Equity multiplier2.632.603.643.233.691.70
Liabilities / Assets0.620.620.730.690.730.74
Efficiency
Asset turnover0.580.600.670.780.790.70
Inventory turnover-7.18----
Days sales outstanding44d43d41d51d43d58d
Days inventory outstanding-51d----
Days payable outstanding-54d----
Cash conversion cycle-40d----
Valuation
P / E30.7x11.1x36.4x10.1x29.0x16.8x
P / B3.2x4.3x5.4x4.4x6.8x2.2x
P / S2.1x2.8x2.2x1.7x2.3x1.9x
EV / EBITDA16.1x17.9x18.8x6.5x15.2x12.3x
Growth
Revenue growth (YoY)-3.3%1.8%8.2%-0.9%18.1%-
Revenue CAGR (3y)2.1%2.9%8.2%---
Revenue CAGR (5y)4.5%-----
Gross profit growth (YoY)------
Operating income growth (YoY)-17.9%15.2%-49.1%70.7%-14.2%-
Net income growth (YoY)-73.5%315.4%-61.8%112.4%-16.0%-
EPS growth (YoY)-72.0%289.2%-61.5%119.3%-16.9%-
EPS CAGR (3y)-25.1%48.7%-11.1%---
EPS CAGR (5y)-5.2%-----
FCF growth (YoY)4720.5%-97.9%53.8%-26.6%37.2%-
FCF CAGR (5y)9.0%-----
Book value growth (YoY)-1.9%59.9%11.5%13.8%-52.0%-

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$21.75B total
Climate Solutions Americas$10.47B · 48.1%
Climate Solutions Europe$5.04B · 23.2%
Climate Solutions Asia Pacific Middle East And Africa$3.34B · 15.4%
Climate Solutions Transportation$2.89B · 13.3%

Product / service

$21.75B total
Product$19.17B · 88.2%
Service$2.57B · 11.8%

Geographic

$21.75B total
US$11.14B · 51.2%
Europe$6.09B · 28.0%
Asia Pacific$3.84B · 17.7%
Other Geographical Region$678.00M · 3.1%

Stability scores

Altman Z′

FY 2025 · bankruptcy risk

1.33
Grey zone

Private-firm variant - uses book equity instead of market cap. > 2.90 safe · 1.23-2.90 grey · < 1.23 distress.

Piotroski F-score

FY 2025 · 9-point quality

4/9
Neutral
  • Net income positive
  • Operating cash flow positive
  • ROA improved YoY
  • Cash flow > net income
  • Long-term debt decreased
  • Current ratio improved
  • No share dilution
  • -Gross margin improved
  • Asset turnover improved

Peer comparison

Same SIC group: Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip

CompanyRevenue (last FY)Net marginROE
AAON--12.0%
JCI$23.60B13.9%25.5%
LII$5.20B15.5%69.3%
TGEN$27.07M-30.5%-38.1%
AIRJ---3.4%

Comparing CARRIER GLOBAL Corp against the 5 most active filers in the same SIC group.

Dividends

$0.93/share trailing 12 months · +12.0% YoY

Ex-datePer share
May 4, 2026$0.2400
Jan 20, 2026$0.2400
Oct 29, 2025$0.2250
Jul 21, 2025$0.2250
May 2, 2025$0.2250
Dec 20, 2024$0.2250
Oct 25, 2024$0.1900
Jun 21, 2024$0.1900
May 2, 2024$0.1900
Dec 20, 2023$0.1900
Oct 26, 2023$0.1850
Jun 22, 2023$0.1850
May 4, 2023$0.1850
Dec 21, 2022$0.1850
Oct 27, 2022$0.1500
Jun 22, 2022$0.1500
Apr 28, 2022$0.1500
Dec 22, 2021$0.1500
Oct 28, 2021$0.1200
Jun 23, 2021$0.1200
Apr 30, 2021$0.1200
Dec 22, 2020$0.1200
Oct 29, 2020$0.0800
Jun 25, 2020$0.0800

Cells marked with a small ◇ are sourced from SEC's bulk Financial Statement Data Sets, which can lose dimensional context (notably Revenue and Operating Income for issuers that report by segment). These cells will be replaced with authoritative values from the Company Facts API as the backfill completes.