Revenue segments as reported by the company.

Product sales

Service sales

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Research and development

Selling, general and administrative

Equity method investment net earnings

Other income (expense), net

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Carrier Global

Carrier Global Corp. is a provider of HVAC, security and building automation technologies. The company operates through the following segments: HVAC, Refrigeration, and Fire and Security. The HVAC segment provides products, controls, services and solutions to meet the heating and cooling and ventilation needs of residential and commercial customers. The Refrigeration segment includes transport refrigeration and monitoring products, services, and digital solutions for trucks, trailers, shipping containers, intermodal and rail, as well as commercial refrigeration products. The Fire and Security segment provides a range of residential, commercial and industrial technologies and systems, and service solutions to protect people and property, including fire, flame, gas, smoke and carbon monoxide detection, portable fire extinguishers, fire suppression systems, intruder alarms, access control systems and video management systems, and electronic controls. The company was founded by Willis Carrier on June 26, 1915 and is headquartered in Palm Beach Gardens, FL.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Carrier Global meets Q4 expectations, eyes growth amidst challenges

Carrier Global's Q4 performance met expectations, with a focus on key trends driving demand and strategic growth initiatives.
While facing challenges in Q1, opportunities lie in demand-driving incentives, strong order bookings, and pricing strategies.
The company remains optimistic for 2023, expecting solid growth, margin expansion, and improved refrigeration segment performance.
Strategic collaborations, productivity focus, and supply chain management are key strengths for future growth and optimization.

Carrier Global excels in Q1, acquires Viessmann for climate leadership

Carrier Global's strong Q1 performance and strategic acquisitions position it as a leader in climate solutions
Viessmann acquisition brings significant synergies and growth opportunities in renewable energy markets
Exiting non-core businesses to focus on HVAC underscores commitment to sustainable growth and operational excellence
Maintaining financial strength while pursuing growth initiatives highlights strategic balance and long-term vision

Carrier Global reports robust Q2 results, eyes sustainability and growth

Carrier Global's Q2 performance reflects strong sales growth and financial metrics, prompting an upward revision of full-year guidance across key indicators.
While facing challenges in lead times and backlog levels, the company's strategic strengths in sustainability, aftermarket solutions, and acquisitions position it for future growth.
Amidst operational hurdles, Carrier Global remains focused on addressing supply chain issues, seizing growth opportunities in key markets, and enhancing operational efficiency through technology investments.

Carrier Global (CARR) excels in Q3, eyes growth and acquisitions

Carrier Global (CARR) delivered a strong Q3 performance, positioning itself for continued growth in 2023 and beyond. With a focus on aftermarket revenue, margin expansion, and strategic acquisitions, the company is navigating challenges while capitalizing on opportunities in various segments.

Carrier Global reports strong Q4 earnings, eyes growth in China

Carrier Global demonstrated robust financial performance in Q4 2023 and 2023, driven by operational efficiency and strategic initiatives.
While facing short-term sales challenges and integration risks, the company remains well-positioned with diversified revenue streams and growth opportunities.
Opportunities in segment expansion, revenue synergies, and market diversification present avenues for sustained growth and profitability.
Strategic focus on sustainability, operational resilience, and market expansion underpin Carrier Global's outlook for continued success and value creation.

Carrier Global (CARR) surpasses Q1 expectations, eyes sustainability and growth

Carrier Global (CARR) exceeded Q1 expectations with strong financial performance, particularly in the HVAC segment. The company is strategically focusing on sustainability solutions, data center market opportunities, and aftermarket growth. Challenges include declines in certain segments and total company orders, but opportunities for growth and transformation are being actively pursued.

Carrier Global (CARR) reports strong Q2 performance and growth strategies

Carrier Global (CARR) showcased robust performance, strategic focus on growth, and operational efficiency improvements
The company's emphasis on innovation and market leadership in intelligent climate solutions is a key strength
While facing challenges in certain segments, Carrier Global is well-positioned to capitalize on growth opportunities
Overall, Carrier Global's Q2 2024 earnings call highlights a positive trajectory and strategic direction

Carrier Global (CARR) reports strong Q3 performance and sustainability focus

Carrier Global (CARR) delivered a solid performance in Q3 2024, with a focus on execution, growth, and value creation. The company is on track with its vision to lead in intelligent climate and energy solutions, while emphasizing innovation and sustainability initiatives.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Carrier Global Corp. engages in the provision of building and cold chain solutions. It also offers heating, ventilating, and air conditioning (HVAC), refrigeration, fire, security, and building automation technologies. The firm operates through the following segments: HVAC, Refrigeration, and Fire & Security. The HVAC segment provides products, controls, services, and solutions to meet the heating, cooling, and ventilation needs of residential and commercial customers. The Refrigeration segment includes transport refrigeration and monitoring products, services, and digital solutions for trucks, trailers, shipping containers, intermodal and rail, and commercial refrigeration products. The Fire & Security segment provides a range of residential, commercial, and industrial technologies to protect people and property. The company was founded by Willis Haviland Carrier on June 26, 1915 and is headquartered in Palm Beach Gardens, FL.

Comfort Systems USA

Siemens AG

The supply chain crisis highlighted the need for locally sourced supplies, and this mechanical, electrical, and plumbing services company is a significant beneficiary. This heating, ventilation, air conditioning, and building automation company is winning from investment in commercial buildings.

214 Billion Reasons to Buy These 3 Hot Stocks

Carrier Global Corporation (NYSE:CARR) Barclays 41st Annual Industrial Select Conference February 22, 2024 10:20 AM ET

Carrier Global Corporation (CARR) Barclays 41st Annual Industrial Select Conference (Transcript)

Analog Devices

Ally Financial

American Tower

Amazon

Broadcom

Brookfield Asset Management

Boston Omaha

Cogent Communications Holdings

Digital Realty Trust

Enterprise Products Partners

Essential Properties Realty Trust Inc

Fidelity National Financial

Corning

Home Depot

Lockheed Martin

Altria

MPLX

Medical Properties Trust

Microsoft

Realty Income Corp

Starbucks

Schwab US Dividend Equity ETF

UnitedHealth Group

Union Pacific

I experienced a slowdown in new invested capital due to life changes recently and suffered from some unfortunate dividend announcements in my portfolio.

My Dividend Growth Income: January 2024 Update

Apple

Generac Holdings

Investors remain infatuated with technology stocks. But most of that growth is being driven by the fear of missing out (FOMO) surrounding artificial intelligence (AI).

3 Oversold Tech Stocks to Add to Your Must-Buy List

Carrier Global Corporation NYSE: CARR delivered its fourth quarter earnings on February 5, 2024. The results themselves were unremarkable.

Will a leaner Carrier push the stock to all-time highs?

KLA-Tencor

Trimble

Electronics stocks like KLA (KLAC), Carrier Global (CARR) and Trimble (TRMB) are expected to benefit from investments in infrastructure and expanded capacity despite macroeconomic headwinds.

3 Electronics Stocks to Watch From a Challenging Industry

PALM BEACH GARDENS, Fla. , Feb. 14, 2024 /PRNewswire/ -- Carrier Global Corporation (NYSE:CARR) Chairman & CEO David Gitlin and Senior Vice President & CFO Patrick Goris will speak at the Barclays Industrial Select Conference on Thursday, February 22, 2024 at 10:20 a.m.

Carrier to Present at the Barclays Industrial Select Conference

Carrier Global Corporation (CARR) Q4 2023 Earnings Call Transcript

Carrier's (CARR) fourth-quarter results reflect strength in the Refrigeration segment.

Carrier (CARR) Q4 Earnings Beat Estimates, Revenues in Line

Although the revenue and EPS for Carrier Global (CARR) give a sense of how its business performed in the quarter ended December 2023, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Carrier Global (CARR) Reports Q4 Earnings: What Key Metrics Have to Say

Carrier Global (CARR) came out with quarterly earnings of $0.53 per share, beating the Zacks Consensus Estimate of $0.51 per share. This compares to earnings of $0.40 per share a year ago.

Carrier Global (CARR) Beats Q4 Earnings Estimates

Shares of the heating and ventilation company are up after Carrier provided upside sales guidance for 2024. The firm is going through big changes.

Carrier Stock Is Rising on Strong Sales Guidance. Digesting the Numbers Is Key.

Carrier Global beat Wall Street estimates for fourth-quarter profit on Tuesday, driven by robust demand for the company's heating, ventilating and air conditioning (HVAC) products from commercial customers and aftermarket services.

Carrier Global beats quarterly profit estimates on demand from commercial customers

Fourth Quarter 2023 Highlights Sales of $5.1B Operating margin expansion of 340 basis points and adjusted operating margin expansion of 80 basis points GAAP EPS of $0.49, up 53% vs. 2022 and adjusted EPS of $0.53, up 33% vs.

Carrier Reports Strong 2023 Results and Announces 2024 Outlook

Carrier (CARR) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season.

Why Carrier (CARR) Might Surprise This Earnings Season

Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Carrier Global (CARR), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended December 2023.

Gear Up for Carrier Global (CARR) Q4 Earnings: Wall Street Estimates for Key Metrics

Carrier Global (CARR) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Carrier Global (CARR) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

PALM BEACH GARDENS, Fla. , Jan. 16, 2024 /PRNewswire/ -- Carrier Global Corporation (NYSE: CARR), global leader in intelligent climate and energy solutions, will release its fourth quarter 2023 earnings on Tuesday, February 6, 2024 and host a conference call and webcast at 7:30 a.m.

Carrier Fourth Quarter 2023 Earnings Advisory

Carrier Global (CARR) invests $10M in Montana's AirJoule tech, transforming cooling technology and reducing carbon emissions.

Carrier (CARR) Expands Portfolio With Montana Partnership

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Here's Why Carrier Global (CARR) is a Strong Value Stock

PALM BEACH GARDENS, Fla. , Jan. 8, 2024 /PRNewswire/ -- Carrier Global Corporation (NYSE: CARR), global leader in intelligent climate and energy solutions, today announced entry into a binding term sheet with Montana Technologies LLC ("Montana") to develop and commercialize Montana's transformational AirJoule dehumidification and cooling technology.

Carrier Signs Agreement with Montana Technologies to Commercialize Carbon-Reducing Cooling Technology for HVAC Solutions

Montana's AirJoule Technology Aims to Reduce Power Consumption and Carbon Emission, While Reducing or Eliminating the Use of Refrigerants Includes $10 Million Growth Equity Investment Conditional Commitment from Carrier Following Montana's Recent Agreements with CATL and BASF Carrier to Nominate Member to Board of Post-Combination Entity Following the Merger Between Montana and Power & Digital Infrastructure Acquisition II Corp. RONAN, Mont. , Jan. 8, 2024 /PRNewswire/ -- Montana Technologies LLC ("Montana"), today announced entry into a binding term sheet related to a commercial collaboration with Carrier Global Corporation (NYSE: CARR), global leader in intelligent climate and energy solutions, to develop and commercialize Montana's transformational AirJoule dehumidification and cooling technology.

Montana Technologies Enters Joint Commercialization Agreement Term Sheet with Carrier Global to Provide Carbon-Reducing Cooling Technology for Key Global Markets

Agilent Technologies

AbbVie

Accenture Plc

Automatic Data Processing

Amgen

Air Products and Chemicals

Ares Capital

Alexandria Real Estate Equities

ASML Hld

AvalonBay Communities

Booz Allen Hamilton Hld

Brookfield Renewable Partners

SPDR Bloomberg 1-3 Month T-Bill ETF

Brookfield Infrastructure

Blackrock Inc

Broadridge Financial

British American Tobacco

Blackstone Group

CME Group

Canadian National Railway Company

I express frustration with the constant negativity surrounding the idea that beating the market is impossible for the average investor. I share my personal success in beating the market in 2023, with a time-weighted return of 28.02%. I emphasize the importance of buying high-quality companies at fair prices and holding them for the long term, while also highlighting the power of compounding dividends.

How I Beat The Market Again In 2023

Carrier (CARR) strengthens climate solutions portfolio with the Viessmann acquisition, taking the lead in intelligent HVAC for homes and small businesses.

Carrier (CARR) Completes Viessmann Buyout, Bolsters Portfolio

News for Carrier Global Stock (CARR)