Peers: CARR TT JCI AOS IR EMR IEX WTS GNRC AAON

| Held by: VTI VOO VB VBK SPY IVV RSP IWP QUAL VIG

Index	S&P 500	P/E	23.22	EPS (ttm)	23.39	Insider Own	9.31%	Shs Outstand	35.13M	Perf Week	-4.25%
Market Cap	19.08B	Forward P/E	20.78	EPS next Y	26.14	Insider Trans	-1.12%	Shs Float	31.85M	Perf Month	-11.46%
Enterprise Value	20.57B	PEG	2.76	EPS next Q	7.17	Inst Own	77.29%	Short Float	5.11%	Perf Quarter	-0.87%
Income	834.60M	P/S	3.52	EPS this Y	5.21%	Inst Trans	-0.30%	Short Ratio	4.26	Perf Half Y	-8.16%
Sales	5.42B	P/B	21.19	EPS next Y	10.04%	ROA	24.28%	Short Interest	1.63M	Perf YTD	-10.85%
Book/sh	25.63	P/C	346.25	EPS next 5Y	8.40%	ROE	112.94%	52W High	689.44 -21.22%	Perf Year	-10.00%
Cash/sh	1.57	P/FCF	28.05	EPS past 3/5Y	22.13% 16.79%	ROIC	41.27%	52W Low	500.10 8.61%	Perf 3Y	113.81%
Dividend Est.	4.83 (0.89%)	EV/EBITDA	17.78	Sales past 3/5Y	8.39% 7.01%	Gross Margin	33.13%	Volatility	3.27% 3.07%	Perf 5Y	97.77%
Dividend TTM	4.75 (0.87%)	EV/Sales	3.80	EPS Y/Y TTM	29.72%	Oper. Margin	19.55%	ATR (14)	17.26	Perf 10Y	356.29%
Dividend Ex-Date	Jun 30, 2025	Quick Ratio	0.71	Sales Y/Y TTM	7.92%	Profit Margin	15.41%	RSI (14)	39.77	Recom	3.00
Dividend Gr. 3/5Y	8.83% 9.05%	Current Ratio	1.41	EPS Q/Q	13.85%	SMA20	-3.12%	Beta	1.12	Target Price	660.56
Payout	20.19%	Debt/Eq	1.72	Sales Q/Q	3.43%	SMA50	-8.15%	Rel Volume	1.36	Prev Close	545.93
Employees	14200	LT Debt/Eq	1.25	Earnings	Jul 23 BMO	SMA200	-8.21%	Avg Volume	382.01K	Price	543.17
IPO	Jul 29, 1999	Option/Short	Yes / Yes	EPS/Sales Surpr.	13.95% 2.03%	Trades		Volume	309,781	Change	-0.51%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-24-25	Upgrade	Oppenheimer	Perform → Outperform	$600
Feb-26-25	Upgrade	Barclays	Equal Weight → Overweight	$665 → $702
Feb-03-25	Downgrade	Wells Fargo	Equal Weight → Underweight	$630 → $580
Jan-30-25	Downgrade	Mizuho	Outperform → Neutral	$675 → $625
Jan-06-25	Initiated	Morgan Stanley	Underweight	$595
Nov-22-24	Initiated	Northcoast	Sell	$475
Oct-15-24	Downgrade	KeyBanc Capital Markets	Overweight → Sector Weight
Jul-10-24	Downgrade	Wells Fargo	Overweight → Equal Weight	$550 → $570
Feb-01-24	Resumed	Deutsche Bank	Buy	$523
Feb-01-24	Downgrade	JP Morgan	Neutral → Underweight	$370 → $330
Dec-11-23	Upgrade	Stephens	Equal-Weight → Overweight	$415 → $550
Oct-17-23	Upgrade	Mizuho	Neutral → Buy	$340 → $460
Oct-09-23	Upgrade	Goldman	Sell → Buy	$332 → $455
Aug-17-23	Initiated	RBC Capital Mkts	Sector Perform	$391
Jul-12-23	Upgrade	William Blair	Mkt Perform → Outperform
Jun-06-23	Upgrade	KeyBanc Capital Markets	Sector Weight → Overweight	$355
Mar-28-23	Initiated	Oppenheimer	Perform
Dec-16-22	Upgrade	Mizuho	Underperform → Neutral	$210 → $260
Dec-01-22	Upgrade	Wells Fargo	Equal Weight → Overweight	$238 → $300
Nov-01-22	Upgrade	JP Morgan	Underweight → Neutral	$226

Show Previous Ratings

Sep-12-25 04:01PM	Why Lennox (LII) Stock Is Trading Lower Today (StockStory)
Sep-11-25 08:51AM	Johnson Controls Rewards Shareholders With 8% Dividend Hike (Zacks)
Sep-10-25 11:31AM	Lennox Invests in AI Agents to Enhance Technician Support and Customer Experience (PR Newswire)
Sep-09-25 11:03AM	Johnson Controls Unveils Silent-Aire CDU, Boosts Thermal Management Portfolio (Zacks)
Sep-05-25 05:11PM	Lennox is the First HVAC OEM to Complete the U.S. Department of Energy's Commercial Building HVAC Technology Challenge Lab Validation (PR Newswire)
11:49AM	Loading…
11:49AM	Lennox International announces layoffs at Marshalltown plant (The Des Moines Register)
Aug-27-25 10:06AM	Lennox International Inc. (LII): A Bull Case Theory (Insider Monkey)
12:36AM	2 Safe-and-Steady Stocks Worth Your Attention and 1 We Brush Off (StockStory)
Aug-26-25 09:27AM	1 Profitable Stock Worth Investigating and 2 We Turn Down (StockStory)
Aug-21-25 02:46PM	Lennox, Sportsman's Warehouse, CAVA, TreeHouse Foods, and Evolent Health Shares Plummet, What You Need To Know (StockStory)
Aug-18-25 02:22PM	Analyst Report: Lennox International Inc. (Morningstar Research)
08:00AM	Lennox Signs Agreement to Acquire HVAC Division of NSI Industries (PR Newswire)
Aug-13-25 09:30AM	Lennox International Stock Outlook: Is Wall Street Bullish or Bearish? (Barchart)
Aug-04-25 09:55AM	Here's Why Lennox (LII) Is a Great 'Buy the Bottom' Stock Now (Zacks)
Jul-28-25 02:03PM	Lennox Wins Multiple HVAC All-Star Awards from ACHR News (PR Newswire)
09:25AM	Loading…
Jul-25-25 09:25AM	LII Q2 Deep Dive: Margin Gains, Refrigerant Transition, and Product Portfolio Expansion (StockStory)
Jul-23-25 07:24PM	Analyst Report: Lennox International Inc. (Morningstar Research) +6.59%
01:10PM	Why Lennox (LII) Stock Is Trading Up Today (StockStory)
09:30AM	Lennox (LII) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
07:55AM	Lennox International (LII) Q2 Earnings and Revenues Beat Estimates (Zacks)
06:59AM	Lennox (NYSE:LII) Beats Q2 Sales Targets (StockStory)
06:51AM	Lennox: Q2 Earnings Snapshot (Associated Press Finance)
06:45AM	Lennox Reports Second Quarter Results (PR Newswire)
Jul-21-25 11:04PM	Lennox (LII) Q2 Earnings: What To Expect (StockStory)
09:15AM	Countdown to Lennox (LII) Q2 Earnings: A Look at Estimates Beyond Revenue and EPS (Zacks)
Jul-20-25 01:15PM	Donald Trump faces frosty reception on Aberdeen golf trip (Financial Times)
Jul-18-25 12:10PM	Can Lennox (LII) Keep the Earnings Surprise Streak Alive? (Zacks)
12:38AM	2 Industrials Stocks to Target This Week and 1 Facing Challenges (StockStory)
Jul-16-25 10:00AM	Lennox International (LII) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Jul-15-25 12:34AM	2 Mid-Cap Stocks with Solid Fundamentals and 1 to Question (StockStory)
09:03AM	Loading…
Jul-07-25 09:03AM	Lennox Schedules Second Quarter Results (PR Newswire)
Jul-04-25 05:29AM	Lennox International's Q2 2025 Earnings: What to Expect (Barchart)
Jun-27-25 11:15PM	Morningstar \| A Weekly Summary of Stock Ideas and Developments in the Companies We Cover (Morningstar Research)
Jun-26-25 06:40AM	Lennox International Stock: Is LII Underperforming the Industrials Sector? (Barchart)
Jun-24-25 12:01AM	2 Reasons to Like LII and 1 to Stay Skeptical (StockStory)
Jun-23-25 09:03AM	Lennox Unveils Elite Series EL18KSLV Side Discharge Heat Pump Designed for Compact Homes (PR Newswire)
Jun-17-25 11:36PM	Unpacking Q1 Earnings: Lennox (NYSE:LII) In The Context Of Other HVAC and Water Systems Stocks (StockStory)
08:41AM	5 Must-Read Analyst Questions From Lennox's Q1 Earnings Call (StockStory)
Jun-03-25 09:05AM	These 3 Stocks Are Buying Back Billions in Shares (MarketBeat)
May-29-25 06:42AM	The Zacks Analyst Blog Highlights Toronto-Dominion Bank, Marriott International, Lennox International and Ralph Lauren (Zacks)
May-28-25 09:03PM	Analyst Report: Lennox International Inc. (Morningstar Research)
05:16PM	S&P 500 Gains and Losses Today: FICO Shares Regain Ground After Recent Slump (Investopedia)
08:09AM	Watch 4 Stocks That Recently Declared Dividends Amid Market Volatility (Zacks)
May-27-25 04:00PM	Lennox and Ariston Group Announce Joint Venture to Launch Water Heaters in North America (PR Newswire)
08:30AM	Lennox Appoints Tracy Embree to Board of Directors (PR Newswire)
May-22-25 12:40PM	Lennox Increases Quarterly Dividend and Stock Repurchase Authorization (PR Newswire)
May-19-25 05:55AM	3 Growth Stocks to Buy and Hold Forever (Motley Fool)
May-13-25 10:08PM	Samsung Electronics to Buy Germanys FlaktGroup (The Wall Street Journal)
May-06-25 12:33AM	2 S&P 500 Stocks with Promising Prospects and 1 to Approach with Caution (StockStory)
May-01-25 09:03AM	Lennox Calls on Communities to Nominate Local Heroes for the 2025 Feel The Love Program (PR Newswire)
Apr-30-25 05:39PM	Lennox: Pricing Increases, Market Share Gains, And Easing Margin Headwinds Should Drive Upside (Seeking Alpha)
08:59AM	Lennox International: Priced For Modest Growth (Seeking Alpha)
Apr-29-25 09:07AM	1 Mid-Cap Stock to Keep an Eye On and 2 to Approach with Caution (StockStory)
03:11AM	Trane Technologies (TT) Reports Earnings Tomorrow: What To Expect (StockStory)
03:10AM	What To Expect From Northwest Pipe's (NWPX) Q1 Earnings (StockStory)
Apr-28-25 03:06AM	Earnings To Watch: A. O. Smith (AOS) Reports Q1 Results Tomorrow (StockStory)
Apr-27-25 11:06PM	Is Lennox International Inc. (NYSE:LII) a Small-Cap Manufacturing Stock Hedge Funds Are Buying? (Insider Monkey)
Apr-26-25 01:53AM	Dividend Champion, Contender, And Challenger Highlights: Week Of April 27 (Seeking Alpha)
Apr-25-25 02:44PM	Analyst Report: Lennox International Inc. (Morningstar Research)
06:30AM	Gorman-Rupp Announces Pamela A. Heminger Elected as New Director (Business Wire)
Apr-24-25 07:35AM	Giverny Capital Asset Management Q1 2025 Letter (Seeking Alpha)
03:04AM	Lennox International Inc (LII) Q1 2025 Earnings Call Highlights: Navigating Growth Amidst ... (GuruFocus.com)
01:20AM	Q1 2025 Lennox International Inc Earnings Call (Thomson Reuters StreetEvents)
Apr-23-25 10:07PM	Analyst Report: Lennox International Inc. (Morningstar Research) -8.98%
04:58PM	S&P 500 Gains and Losses Today: Tech Stocks Jump as Trump Softens Stance on Fed and Trade (Investopedia)
03:23PM	Lennox International Inc. (LII) Q1 2025 Earnings Call Transcript (Seeking Alpha)
09:30AM	Lennox (LII) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
07:55AM	Lennox International (LII) Q1 Earnings and Revenues Top Estimates (Zacks)
07:02AM	Lennox (NYSE:LII) Reports Bullish Q1 (StockStory)
06:49AM	Lennox: Q1 Earnings Snapshot (Associated Press Finance)
06:45AM	Lennox Reports First Quarter Results (PR Newswire)
Apr-22-25 08:05AM	What To Expect From Lennox's (LII) Q1 Earnings (StockStory)
Apr-17-25 12:40PM	Lennox Invests in the Dallas-Fort Worth Area to Strengthen Customer Experience and Distribution Infrastructure (PR Newswire)
12:40PM	/C O R R E C T I O N -- Lennox International Inc./ (PR Newswire)
12:10PM	Will Lennox (LII) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Apr-16-25 10:00AM	Lennox International (LII) Expected to Beat Earnings Estimates: Should You Buy? (Zacks)
Apr-07-25 09:00AM	Lennox Schedules First Quarter Results (PR Newswire)
Apr-06-25 08:34PM	Analyst Report: Lennox International Inc. (Morningstar Research)
Apr-04-25 04:59PM	Analyst Report: Lennox International Inc. (Morningstar Research)
Mar-31-25 04:15PM	Sarah Martin Joins Lennox as Executive Vice President and President of Home Comfort Solutions (PR Newswire)
Mar-25-25 05:02AM	HVAC and Water Systems Stocks Q4 Earnings: Lennox (NYSE:LII) Firing on All Cylinders (StockStory)
Mar-21-25 09:50AM	Lennox Declares Quarterly Dividend (PR Newswire)
Mar-18-25 05:01AM	A Look Back at HVAC and Water Systems Stocks Q4 Earnings: AAON (NASDAQ:AAON) Vs The Rest Of The Pack (StockStory)
Mar-12-25 05:05AM	HVAC and Water Systems Stocks Q4 Highlights: Northwest Pipe (NASDAQ:NWPX) (StockStory)
Mar-11-25 07:30PM	Analyst Report: Lennox International Inc. (Morningstar Research) -6.36%
05:06AM	Unpacking Q4 Earnings: CSW (NASDAQ:CSWI) In The Context Of Other HVAC and Water Systems Stocks (StockStory)
Feb-20-25 09:03AM	Lennox Brings to Market Most Efficient Cold Climate Heat Pump Designed to Operate in Extreme Temperatures (PR Newswire)
Feb-18-25 09:00AM	Lennox EL297V Gas Furnace Wins Prestigious GOOD DESIGN Award (PR Newswire)
08:08AM	1 Industrials Stock to Add to Your Roster and 2 to Ignore (StockStory)
Feb-04-25 09:03AM	Lennox Debuts 'Lennox Powered by Samsung' Mini-Split and VRF Product Lineups (PR Newswire)
Jan-31-25 02:20AM	Lennox International Inc (LII) Q4 2024 Earnings Call Highlights: Record Revenue and Strategic ... (GuruFocus.com)
Jan-30-25 02:40AM	Q4 2024 Lennox International Inc Earnings Call (Thomson Reuters StreetEvents)
Jan-29-25 03:57PM	Analyst Report: Lennox International Inc. (Morningstar Research) -8.79%
01:02PM	Why Lennox (LII) Shares Are Sliding Today (StockStory)
11:00AM	Lennox (LII) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
10:14AM	Air Conditioning And Heating Solutions Provider Lennox Stock Slips After Q4 Beat - What's Going On? (Benzinga)
07:55AM	Lennox International (LII) Q4 Earnings and Revenues Top Estimates (Zacks)
07:01AM	Lennox: Q4 Earnings Snapshot (Associated Press Finance)
06:54AM	Lennox (NYSE:LII) Reports Upbeat Q4 (StockStory)
06:45AM	Lennox Reports Fourth Quarter and Full Year 2024 Results; Provides Full Year 2025 Guidance (PR Newswire)

Lennox International, Inc. engages in the design, manufacture, and marketing of products for heating, ventilation, air conditioning, and refrigeration. It operates through the following segments: Home Comfort Solutions, Building Climate Solutions, and Corporate and Other. The Home Comfort Solutions segment is involved in furnaces, air conditioners, heat pumps, packaged heating and cooling systems, indoor air quality equipment, comfort control products, replacement parts, and supplies. The Building Climate Solutions segment consists of unitary heating and air conditioning equipment, applied systems, controls, installation and service of commercial heating and cooling equipment, variable refrigerant flow commercial products, curb, curb adapters, drop box diffusers, HVAC recycling and salvage service, condensing units, unit coolers, fluid coolers, air cooled condensers, air handlers, process chillers, controls, and compressor racks. The Corporate and Other segment refers to the unitary heating and air conditioning equipment, chillers, air handlers, fan coils, fluid coolers, and compressor racks. The company was founded by Dave Lennox in 1895 and is headquartered in Richardson, TX.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Kosel Chris	VP-Corp Controller and CAO	Aug 22 '25	Sale	591.86	300	177,558	1,282	Aug 25 12:40 PM
Kosel Chris	Officer	Aug 22 '25	Proposed Sale	591.86	300	177,558		Aug 22 04:05 PM
Quintos Karen H	Director	Aug 20 '25	Sale	609.30	365	222,394	6,910	Aug 20 04:18 PM
Quintos Karen H	Director	Aug 20 '25	Sale	607.82	1,082	657,665	7,275	Aug 20 04:16 PM
Quintos Karen H	Director	Aug 20 '25	Proposed Sale	612.99	1,447	887,000		Aug 20 09:08 AM
Sessa Daniel M	EVP, Chief HR Officer	Jul 23 '25	Sale	670.04	2,782	1,864,054	31,574	Jul 24 12:55 PM
NORRIS JOHN W III	Director	Jul 23 '25	Sale	666.20	22,329	14,875,594	178,577	Jul 24 10:37 AM
JOHN W NORRIS III	Director	Jul 23 '25	Proposed Sale	619.97	22,329	13,843,310		Jul 23 04:19 PM
Sessa Daniel M	Officer	Jul 23 '25	Proposed Sale	670.04	2,782	1,864,054		Jul 23 04:14 PM
NORRIS JOHN W III	Director	Jul 10 '25	Sale	613.72	3,190	1,957,772	200,906	Jul 11 11:07 AM
JOHN W NORRIS III	Director	Jul 10 '25	Proposed Sale	602.38	3,190	1,921,592		Jul 10 04:33 PM
NORRIS JOHN W III	Director	Jul 03 '25	Sale	606.00	3,190	1,933,140	204,096	Jul 07 10:03 AM
JOHN W NORRIS III	Director	Jul 03 '25	Proposed Sale	602.10	3,190	1,920,699		Jul 03 01:30 PM
NORRIS JOHN W III	Director	Jul 01 '25	Sale	600.00	3,190	1,914,000	207,286	Jul 02 04:09 PM
JOHN W NORRIS III	Director	Jul 01 '25	Proposed Sale	573.24	3,190	1,828,636		Jul 01 04:37 PM
Torres John D	Former Officer	May 20 '25	Proposed Sale	602.48	108	65,068		May 20 11:56 AM
Kosel Chris	VP-Corp Controller and CAO	May 07 '25	Sale	568.05	509	289,140	1,582	May 08 12:47 PM
Kosel Chris	Officer	May 07 '25	Proposed Sale	568.06	509	289,140		May 07 03:11 PM
Bedard Gary S	Former Officer	May 02 '25	Proposed Sale	562.17	4,782	2,688,306		May 02 01:43 PM
Torres John D	Former Officer	Apr 28 '25	Proposed Sale	532.41	3,292	1,752,694		Apr 28 10:40 AM
Kosel Chris	VP-Corp Controller and CAO	Feb 21 '25	Sale	644.20	194	124,975	1,282	Feb 24 11:32 AM
Kosel Chris	Officer	Feb 21 '25	Proposed Sale	644.20	194	124,975		Feb 21 12:50 PM
Torres John D	Executive Vice President	Feb 04 '25	Option Exercise	292.75	2,123	621,518	6,392	Feb 05 03:49 PM
Torres John D	Executive Vice President	Feb 04 '25	Sale	582.55	1,787	1,041,011	3,269	Feb 05 03:49 PM
Torres John D	Officer	Feb 04 '25	Proposed Sale	582.55	1,787	1,041,009		Feb 04 01:21 PM
Buck Sherry	Director	Nov 27 '24	Sale	660.74	500	330,370	1,693	Nov 29 10:36 AM
Buck Sherry	Director	Nov 27 '24	Proposed Sale	660.74	500	330,370		Nov 27 04:12 PM
TESKE TODD J	Director	Nov 25 '24	Sale	675.52	500	337,760	7,911	Nov 26 12:01 PM
TESKE TODD J	Director	Nov 25 '24	Proposed Sale	675.52	500	337,760		Nov 25 12:53 PM
Kosel Chris	VP-Corp Controller and CAO	Nov 13 '24	Sale	625.49	200	125,098	1,446	Nov 14 03:02 PM
Kosel Chris	Officer	Nov 13 '24	Proposed Sale	625.49	200	125,098		Nov 13 02:07 PM
BEDAPUDI PRAKASH	EVP, Chief Technology Officer	Nov 05 '24	Option Exercise	304.40	3,142	956,412	19,304	Nov 06 04:34 PM
BEDAPUDI PRAKASH	EVP, Chief Technology Officer	Nov 05 '24	Sale	618.00	965	596,370	16,162	Nov 06 04:34 PM
Nassab Joseph	EVP & Pres., Bldg Climate Sol.	Nov 05 '24	Option Exercise	214.63	1,621	347,915	9,681	Nov 06 04:31 PM
Nassab Joseph	EVP & Pres., Bldg Climate Sol.	Nov 05 '24	Sale	619.11	643	398,091	8,060	Nov 06 04:31 PM
Nassab Joseph	Officer	Nov 05 '24	Proposed Sale	619.11	643	398,091		Nov 05 02:48 PM
BEDAPUDI PRAKASH	Officer	Nov 05 '24	Proposed Sale	618.00	965	596,370		Nov 05 12:58 PM
Wall Shane D	Director	Oct 28 '24	Sale	612.97	325	199,215	2,035	Oct 29 03:41 PM
Quenzer Michael	EVP, Chief Financial Officer	Oct 28 '24	Option Exercise	235.73	1,841	433,976	3,599	Oct 29 03:38 PM
Wall Shane D	Director	Oct 28 '24	Proposed Sale	612.97	325	199,215		Oct 28 03:36 PM
Torres John D	EVP, Chief Legal Officer & Sec	Oct 25 '24	Option Exercise	328.65	2,039	670,117	6,707	Oct 28 12:07 PM
Torres John D	EVP, Chief Legal Officer & Sec	Oct 25 '24	Sale	620.98	581	360,789	4,668	Oct 28 12:07 PM
Torres John D	Officer	Oct 25 '24	Proposed Sale	620.98	581	360,786		Oct 25 12:38 PM

Open in Screener

AAON

AAON Inc

Sep 18 • 01:14PM ET

87.87

+7.35 9.13 %

Industrials • Building Products & Equipment • USA • NASD

Peers: JCI CARR TT LII IR WHR GD HON LECO WNC

| Held by: IJH VTI AIRR VB VBK VXF MDY IWP IJK XMMO

Index	-	P/E	59.91	EPS (ttm)	1.47	Insider Own	17.37%	Shs Outstand	81.51M	Perf Week	6.55%
Market Cap	7.16B	Forward P/E	42.91	EPS next Y	2.05	Insider Trans	-0.84%	Shs Float	67.37M	Perf Month	6.75%
Enterprise Value	7.51B	PEG	4.27	EPS next Q	0.32	Inst Own	78.07%	Short Float	8.16%	Perf Quarter	22.42%
Income	122.09M	P/S	5.69	EPS this Y	-33.09%	Inst Trans	3.06%	Short Ratio	4.25	Perf Half Y	7.84%
Sales	1.26B	P/B	8.60	EPS next Y	51.52%	ROA	10.13%	Short Interest	5.50M	Perf YTD	-25.33%
Book/sh	10.22	P/C	5427.35	EPS next 5Y	14.03%	ROE	15.52%	52W High	144.07 -39.01%	Perf Year	-8.62%
Cash/sh	0.02	P/FCF	-	EPS past 3/5Y	40.35% 24.26%	ROIC	10.33%	52W Low	62.00 41.73%	Perf 3Y	130.23%
Dividend Est.	0.40 (0.46%)	EV/EBITDA	33.04	Sales past 3/5Y	30.96% 20.67%	Gross Margin	26.56%	Volatility	4.08% 3.89%	Perf 5Y	133.45%
Dividend TTM	0.38 (0.43%)	EV/Sales	5.97	EPS Y/Y TTM	-34.28%	Oper. Margin	12.20%	ATR (14)	3.91	Perf 10Y	563.00%
Dividend Ex-Date	Sep 05, 2025	Quick Ratio	1.99	Sales Y/Y TTM	5.39%	Profit Margin	9.70%	RSI (14)	58.46	Recom	1.43
Dividend Gr. 3/5Y	18.88% 14.87%	Current Ratio	3.10	EPS Q/Q	-70.05%	SMA20	6.06%	Beta	1.03	Target Price	95.75
Payout	20.84%	Debt/Eq	0.42	Sales Q/Q	-0.64%	SMA50	8.30%	Rel Volume	0.98	Prev Close	80.52
Employees	4812	LT Debt/Eq	0.42	Earnings	Aug 11 BMO	SMA200	-7.29%	Avg Volume	1.29M	Price	87.87
IPO	Jan 03, 1991	Option/Short	Yes / Yes	EPS/Sales Surpr.	-33.33% -4.13%	Trades		Volume	754,967	Change	9.13%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-16-25	Upgrade	Sidoti	Neutral → Buy	$95
Feb-28-25	Upgrade	CJS Securities	Market Perform → Market Outperform	$110
Oct-28-24	Upgrade	Robert W. Baird	Neutral → Outperform	$114 → $130
Oct-22-24	Downgrade	Sidoti	Buy → Neutral	$102 → $111
Jul-24-24	Initiated	Robert W. Baird	Neutral	$100
Apr-29-24	Initiated	William Blair	Outperform
Feb-28-23	Downgrade	CJS Securities	Market Outperform → Market Perform
Sep-15-22	Initiated	CJS Securities	Market Outperform	$73
May-06-22	Upgrade	DA Davidson	Neutral → Buy
Mar-29-22	Upgrade	Sidoti	Neutral → Buy	$72
Aug-09-21	Upgrade	DA Davidson	Underperform → Neutral	$54 → $60
Dec-30-20	Resumed	Sidoti	Neutral	$69
May-06-19	Downgrade	DA Davidson	Neutral → Underperform	$35
Feb-03-15	Initiated	DA Davidson	Neutral	$25
Jun-18-10	Downgrade	Standpoint Research	Buy → Hold
Nov-12-09	Initiated	Standpoint Research	Buy	$30

Show Previous Ratings

Sep-11-25 08:00AM	AAON To Present at D.A. Davidson's Diversified Industrials & Services Conference on September 18, 2025 (PR Newswire)
Sep-10-25 11:39AM	FIX Stock Soars 119% in 6 Months: Is It Still Worth Buying? (Zacks) +8.74%
Aug-21-25 11:32PM	HVAC and Water Systems Stocks Q2 Highlights: AAON (NASDAQ:AAON) (StockStory) +6.24%
Aug-18-25 01:32AM	The Top 5 Analyst Questions From AAON's Q2 Earnings Call (StockStory)
Aug-14-25 08:00AM	AAON Announces Quarterly Cash Dividend (PR Newswire) -5.87%
12:14PM	Loading…
Aug-12-25 12:14PM	AAON (AAON) Tumbles 10.49% as Earnings Disappoint (Insider Monkey) +15.09%
10:00AM	3 Small-Cap Stocks with Questionable Fundamentals (StockStory)
07:22AM	Company News for Aug 12, 2025 (Zacks)
03:29AM	AAON Q2 Deep Dive: ERP Challenges Weigh on Results, Data Center Strength Remains (StockStory)
03:04AM	AAON Inc (AAON) Q2 2025 Earnings Call Highlights: Navigating Challenges and Capitalizing on ... (GuruFocus.com)
Aug-11-25 12:30PM	Why AAON (AAON) Shares Are Plunging Today (StockStory) -10.49%
08:15AM	Aaon (AAON) Q2 Earnings and Revenues Miss Estimates (Zacks)
07:24AM	AAON (NASDAQ:AAON) Reports Sales Below Analyst Estimates In Q2 Earnings, Stock Drops 15.6% (StockStory)
07:13AM	Aaon: Q2 Earnings Snapshot (Associated Press Finance)
07:00AM	AAON Reports Second Quarter 2025 Results (PR Newswire)
11:04PM	Loading…
Aug-09-25 11:04PM	AAON (AAON) Reports Q2: Everything You Need To Know Ahead Of Earnings (StockStory)
Aug-08-25 09:17AM	Earnings To Watch: AAON Inc (AAON) Reports Q2 2025 Result (GuruFocus.com)
Aug-07-25 08:50AM	Construction Partners (ROAD) Misses Q3 Earnings Estimates (Zacks)
Jul-30-25 07:20AM	Trane Technologies (TT) Tops Q2 Earnings Estimates (Zacks)
Jul-25-25 08:42AM	AAON (AAON) Shares Fell After Its Investor Day. Here's Why (Insider Monkey) +7.49%
Jul-24-25 11:48PM	Sidoti Upgrades AAON (AAON) to Buy Despite Investor Day Selloff (Insider Monkey)
05:35PM	Comfort Systems (FIX) Q2 Earnings and Revenues Surpass Estimates (Zacks)
09:09AM	AAON, Inc. (AAON): A Bull Case Theory (Insider Monkey)
08:00AM	AAON Announces Second Quarter 2025 Conference Call And Webcast (PR Newswire)
Jul-23-25 12:03PM	Comfort Systems to Report Q2 Earnings: Buy, Sell or Hold the Stock? (Zacks)
11:04AM	AAON Secures Flexibility and Future Gains Despite Recent Market Jolt (Insider Monkey)
07:55AM	Lennox International (LII) Q2 Earnings and Revenues Beat Estimates (Zacks)
Jul-17-25 02:15PM	Why Are AAON (AAON) Shares Soaring Today (StockStory) +6.99%
Jul-07-25 10:09AM	FIX Stock Trades Near 52-Week High: Should You Chase the Rally? (Zacks)
Jul-04-25 01:48AM	Applied Digital, BASX Partner for Zero-Water Cooling Solutions at North Dakota AI Data Center (Insider Monkey)
02:35PM	Loading…
Jun-30-25 02:35PM	BASX Powers Advanced Cooling Innovation for Applied Digital's Purpose-Built AI Data Center Campus (PR Newswire)
Jun-29-25 11:31PM	Q1 HVAC and Water Systems Earnings: AAON (NASDAQ:AAON) Earns Top Marks (StockStory)
Jun-26-25 03:13AM	AAON's Q1 Earnings Call: Our Top 5 Analyst Questions (StockStory)
Jun-12-25 10:42AM	Comfort Systems Stock Rises 52% in 3 Months: Still a Buy? (Zacks)
12:33AM	3 High-Flying Stocks with Competitive Advantages (StockStory)
Jun-04-25 12:02AM	3 Reasons AAON Has Explosive Upside Potential (StockStory)
May-27-25 08:56AM	AAON (AAON) Slid on Disappointing Quarterly Update (Insider Monkey)
May-20-25 07:30PM	Will Housing & Construction Related Stocks Surge This Summer? (Zacks)
May-16-25 08:00AM	AAON Increases Board Size, Appoints CEO Matt Tobolski as Director, and Announces Quarterly Cash Dividend (PR Newswire)
May-05-25 12:38AM	2 Profitable Stocks on Our Buy List and 1 to Turn Down (StockStory)
May-02-25 03:09AM	AAON Inc (AAON) Q1 2025 Earnings Call Highlights: Record Backlog and Sales Surge Amid Margin ... (GuruFocus.com)
May-01-25 11:56PM	Q1 2025 Aaon Inc Earnings Call (Thomson Reuters StreetEvents) +5.69%
05:29PM	AAON, Inc. (AAON) Q1 2025 Earnings Call Transcript (Seeking Alpha)
05:03AM	Aaon: Q1 Earnings Snapshot (Associated Press Finance)
Apr-30-25 09:14PM	AAON Reports Sales & Earnings for the First Quarter of 2025 (PR Newswire)
Apr-29-25 10:04AM	AAON (AAON) Reported Disappointing 2025 Financial Guidance Amid HVAC Industry Transition (Insider Monkey)
10:01AM	The AZEK Company (AZEK) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Apr-25-25 09:08AM	2 Volatile Stocks Worth Your Attention and 1 to Ignore (StockStory)
Apr-24-25 11:54AM	Implied Volatility Surging for AAON Stock Options (Zacks)
10:02AM	Earnings Preview: Aaon (AAON) Q1 Earnings Expected to Decline (Zacks)
08:00AM	AAON Pushes Boundaries with Next-Generation Alpha Class Heat Pump Technology, Powered by Copeland Innovation (PR Newswire)
07:35AM	Giverny Capital Asset Management Q1 2025 Letter (Seeking Alpha)
Apr-22-25 07:00AM	AAON To Host Investor Day Event on June 10, 2025 (PR Newswire)
07:00AM	AAON Announces First Quarter 2025 Conference Call And Webcast (PR Newswire)
Apr-18-25 09:13AM	What Makes AAON (AAON) an Investment Bet? (Insider Monkey)
Apr-14-25 09:03AM	1 Industrials Stock on Our Buy List and 2 to Approach with Caution (StockStory)
Mar-29-25 07:13PM	Why AAON Inc (AAON) Is Plunging in 2025? (Insider Monkey)
Mar-28-25 03:59PM	Baird Q4 2024 Small/Mid Cap Growth Equity Commentary (Seeking Alpha)
01:38PM	Baird Q4 2024 Mid Cap Growth Strategy Commentary (Seeking Alpha)
05:13AM	3 Reasons We're Fans of AAON (AAON) (StockStory)
Mar-24-25 05:40PM	James Hardie Industries Is Drastically Overpaying For The AZEK Company (SeekingAlpha)
Mar-19-25 12:57PM	Is Comfort Systems Stock a Buy After a 20% YTD Dip? (Zacks)
Mar-18-25 09:00AM	Sidoti Events, LLC's Virtual March Small-Cap Conference (ACCESSWIRE)
05:01AM	A Look Back at HVAC and Water Systems Stocks' Q4 Earnings: AAON (NASDAQ:AAON) Vs The Rest Of The Pack (StockStory)
Mar-17-25 09:00AM	AAON Presenting at Sidoti Spring 2025 Small-Cap Conference (PR Newswire)
Mar-12-25 05:05AM	HVAC and Water Systems Stocks Q4 Highlights: Northwest Pipe (NASDAQ:NWPX) (StockStory)
Mar-11-25 09:01AM	3 Market-Beating Stocks on Our Watchlist (StockStory)
Mar-05-25 09:00AM	AAON Increases Quarterly Cash Dividend (PR Newswire) +8.89%
Mar-04-25 05:34PM	$30 Million Share Repurchase Authorization (PR Newswire)
Feb-28-25 02:19AM	AAON Inc (AAON) Q4 2024 Earnings Call Highlights: Navigating Challenges and Seizing Growth ... (GuruFocus.com)
Feb-27-25 11:19PM	Q4 2024 Aaon Inc Earnings Call (Thomson Reuters StreetEvents) -22.92%
07:23AM	AAON (NASDAQ:AAON) Reports Sales Below Analyst Estimates In Q4 Earnings, Stock Drops 10.2% (StockStory)
07:17AM	Aaon: Q4 Earnings Snapshot (Associated Press Finance)
07:00AM	AAON Reports Fourth Quarter and Full Year 2024 Results (PR Newswire)
Feb-26-25 08:20AM	Earnings To Watch: AAON (AAON) Reports Q4 Results Tomorrow (StockStory)
Feb-20-25 07:00AM	AAON Appoints Matt J. Tobolski as New Chief Executive Officer (PR Newswire)
Feb-13-25 07:00AM	AAON Announces Fourth Quarter 2024 Conference Call And Webcast (PR Newswire)
Jan-31-25 07:40AM	Aaon (AAON) Stock Jumps 5.6%: Will It Continue to Soar? (Zacks)
Dec-26-24 04:01AM	Three Big Reasons to Love AAON (AAON) (StockStory)
Dec-11-24 10:07AM	AAON: Not a Good Time to Invest (GuruFocus.com)
Nov-26-24 04:20AM	Lennox (NYSE:LII): Strongest Q3 Results from the HVAC and Water Systems Group (StockStory)
Nov-22-24 01:30PM	AAON Announces Executive Leadership Alignment Centered Around Leading Business Units (PR Newswire)
Nov-21-24 08:00AM	AAON To Present At UBS Global Industrials and Transportation Conference On December 4, 2024 (PR Newswire)
08:00AM	AAON To Present At UBS Global Industrials & Transportation Conference On December 4, 2024 (PR Newswire)
Nov-15-24 08:00AM	AAON Leverages Strategic Partnerships to Tackle DOE Challenge with Confidence (PR Newswire)
04:33AM	Reflecting On HVAC and Water Systems Stocks Q3 Earnings: AAON (NASDAQ:AAON) (StockStory)
Nov-14-24 03:30PM	AAON Announces Expansion Plans to Increase Production Capacity With New Facility In Memphis, Tennessee (PR Newswire)
Nov-13-24 08:00AM	AAON Announces Quarterly Cash Dividend (PR Newswire)
Nov-09-24 12:11AM	Decoding AAON Inc (AAON): A Strategic SWOT Insight (GuruFocus.com)
Nov-08-24 08:00PM	AAON Inc (AAON) Q3 2024 Earnings Call Highlights: Strong Revenue Growth Amid Market Challenges (GuruFocus.com) +16.07%
Nov-07-24 05:15PM	Aaon (AAON) Beats Q3 Earnings and Revenue Estimates (Zacks)
04:11PM	Aaon: Q3 Earnings Snapshot (Associated Press Finance)
04:07PM	AAON (NASDAQ:AAON) Delivers Impressive Q3 (StockStory)
04:01PM	AAON REPORTS RECORD SALES & EARNINGS FOR THE THIRD QUARTER OF 2024 (PR Newswire)
Nov-06-24 07:04AM	AAON Inc (AAON) Q3 2024: Everything You Need to Know Ahead of Earnings (GuruFocus.com) +6.40%
02:01AM	AAON (AAON) To Report Earnings Tomorrow: Here Is What To Expect (StockStory)
Nov-04-24 07:00AM	AAON To Present At Baird 2024 Global Industrials Conference On November 12-13, 2024 (PR Newswire)
Oct-31-24 09:00AM	AAON Marks Manufacturing Month with Educational Tours and Employee Appreciation Events throughout October (PR Newswire)
Oct-26-24 07:10AM	Aaon announces orders totaling $174.5M (TipRanks)
Oct-25-24 07:00AM	AAON Awarded Liquid Cooling Data Center Orders Totaling Approximately $174.5 Million (PR Newswire)

AAON, Inc. engages in the engineering, manufacturing, marketing and sale of air conditioning and heating equipment. It operates through the following segments: Units, Parts-External, Parts-Internal, and Other. Its products include air handling units, self contained units, packaged rooftop units, geothermal heat units, controls, and coils. The company was founded by Norman H. Asbjornson on August 18, 1987 and is headquartered in Tulsa, OK.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Shaub Matthew	Executive Vice President	Sep 12 '25	Buy	81.70	428	34,968	1,783	Sep 15 03:17 PM
Thompson Rebecca	Chief Financial Officer	Sep 04 '25	Option Exercise	24.63	9,350	230,290	33,746	Sep 05 01:22 PM
Thompson Rebecca	Chief Financial Officer	Sep 04 '25	Sale	81.09	9,350	758,198	24,396	Sep 05 01:22 PM
Thompson Rebecca	Officer	Sep 04 '25	Proposed Sale	81.09	9,350	758,201		Sep 04 03:12 PM
Eason Christopher Douglas	Principal Accounting Officer	Aug 25 '25	Option Exercise	45.71	12,003	548,683	12,532	Aug 27 10:13 AM
Eason Christopher Douglas	Principal Accounting Officer	Aug 25 '25	Sale	85.08	12,003	1,021,205	5,301	Aug 27 10:13 AM
Eason Christopher Douglas	Officer	Aug 25 '25	Proposed Sale	85.08	12,003	1,021,242		Aug 25 01:17 PM
Wichman Gordon Douglas	Executive Director	May 20 '25	Option Exercise	27.21	21,302	579,697	28,754	May 21 03:23 PM
Wichman Gordon Douglas	Executive Director	May 20 '25	Sale	104.48	21,302	2,225,563	8,754	May 21 03:23 PM
Wichman Gordon Douglas	Executive Director	May 19 '25	Sale	105.75	3,975	420,356	8,754	May 21 03:23 PM
Fields Gary D	CEO	May 06 '25	Option Exercise	29.48	12,912	380,646	100,903	May 08 03:05 PM
Fields Gary D	CEO	May 06 '25	Sale	98.20	37,189	3,652,079	63,714	May 08 03:05 PM
Fields Gary D	CEO	May 07 '25	Sale	95.57	28,866	2,758,724	34,848	May 08 03:05 PM
Fields Gary D	CEO	May 08 '25	Sale	98.66	8,357	824,502	26,491	May 08 03:05 PM
Fields Gary D	Director	May 06 '25	Proposed Sale	98.56	61,500	6,061,440		May 06 04:10 PM
Fields Gary D	Officer	May 06 '25	Proposed Sale	98.04	12,912	1,265,830		May 06 12:00 PM
Stewart David Raymond	Director	Mar 05 '25	Buy	80.86	1,000	80,860	3,000	Mar 14 11:15 AM
ASBJORNSON NORMAN H	Director	Mar 05 '25	Option Exercise	13.95	52,485	732,166	104,809	Mar 07 11:19 AM
Wichman Gordon Douglas	Executive Director	Jan 28 '25	Option Exercise	111.77	6,017	672,520	13,964	Jan 29 06:07 PM
Wakefield Stephen E	Executive Vice President	Jan 28 '25	Option Exercise	111.77	8,427	941,886	12,985	Jan 29 06:05 PM
Thompson Rebecca	Chief Financial Officer	Jan 28 '25	Option Exercise	111.77	9,362	1,046,391	26,659	Jan 29 06:04 PM
Teis Robert	VP, Business Technology	Jan 28 '25	Option Exercise	111.77	2,769	309,491	13,419	Jan 29 06:03 PM
Kidwell Casey	Chief Administration Officer	Jan 28 '25	Option Exercise	111.77	8,366	935,068	11,808	Jan 29 06:01 PM
Fields Gary D	CEO	Jan 28 '25	Option Exercise	111.77	45,480	5,083,300	106,275	Jan 29 06:00 PM
Eason Christopher Douglas	Principal Accounting Officer	Jan 28 '25	Option Exercise	111.77	2,274	254,165	5,583	Jan 29 05:59 PM
GAZDER XERXES P	Former CIO	Jan 10 '25	Option Exercise	42.91	3,187	136,749	2,442	Jan 13 12:26 PM
Wakefield Stephen E	Vice President	Dec 13 '24	Sale	130.99	5,362	702,368	4,558	Dec 17 09:33 AM
Thompson Rebecca	Chief Financial Officer	Dec 05 '24	Option Exercise	24.63	5,000	123,150	22,297	Dec 06 11:18 AM
Thompson Rebecca	Chief Financial Officer	Dec 05 '24	Sale	138.00	5,000	690,000	17,297	Dec 06 11:18 AM
Thompson Rebecca	Officer	Dec 05 '24	Proposed Sale	138.00	5,000	690,000		Dec 05 01:00 PM
Wakefield Stephen E	Vice President	Nov 25 '24	Sale	139.86	5,750	804,180	9,920	Nov 26 04:01 PM
Fields Gary D	CEO	Nov 25 '24	Option Exercise	31.69	12,160	385,350	76,455	Nov 26 03:56 PM
Fields Gary D	CEO	Nov 25 '24	Sale	139.66	12,160	1,698,266	64,295	Nov 26 03:56 PM
Wakefield Stephen E	Officer	Nov 25 '24	Proposed Sale	141.00	8,253	1,163,673		Nov 25 05:37 PM
Wakefield Stephen E	Officer	Nov 25 '24	Proposed Sale	138.60	2,858	396,119		Nov 25 04:16 PM
Fields Gary D	Officer	Nov 25 '24	Proposed Sale	139.66	12,160	1,698,306		Nov 25 03:02 PM
Kidwell Casey	VP, Administration	Nov 18 '24	Option Exercise	62.04	1,421	88,159	6,374	Nov 20 01:12 PM
Kidwell Casey	VP, Administration	Nov 18 '24	Sale	135.14	1,421	192,034	4,953	Nov 20 01:12 PM
Fields Gary D	CEO	Nov 15 '24	Option Exercise	31.69	35,000	1,109,150	99,295	Nov 18 05:35 PM
Fields Gary D	CEO	Nov 15 '24	Sale	132.03	35,000	4,621,050	64,295	Nov 18 05:35 PM
Kidwell Casey	Officer	Nov 18 '24	Proposed Sale	135.14	1,421	192,034		Nov 18 01:04 PM
Fields Gary D	Officer	Nov 15 '24	Proposed Sale	132.03	35,000	4,621,044		Nov 15 04:22 PM
Wichman Gordon Douglas	Vice President	Nov 13 '24	Option Exercise	21.58	6,000	129,480	13,947	Nov 15 03:03 PM
Wichman Gordon Douglas	Vice President	Nov 13 '24	Sale	135.15	6,000	810,900	7,947	Nov 15 03:03 PM
Wichman Gordon Douglas	Officer	Nov 13 '24	Proposed Sale	135.15	6,000	810,912		Nov 13 04:08 PM
Kidwell Casey	VP, Administration	Nov 12 '24	Option Exercise	39.44	4,796	189,172	9,749	Nov 13 11:02 AM
Kidwell Casey	VP, Administration	Nov 12 '24	Sale	136.38	4,796	654,078	4,953	Nov 13 11:02 AM
Teis Robert	VP, Business Technology	Nov 12 '24	Sale	136.29	3,369	459,161	10,650	Nov 13 10:59 AM
Teis Robert	Officer	Nov 12 '24	Proposed Sale	138.22	3,369	465,661		Nov 12 05:23 PM
Kidwell Casey	Officer	Nov 12 '24	Proposed Sale	136.38	4,796	654,060		Nov 12 02:17 PM

Open in Screener

CARR

Carrier Global Corp

Sep 18 • 01:14PM ET

61.30

+0.58 0.96 %

Industrials • Building Products & Equipment • USA • NYSE

CARR Carrier Global Corp daily Stock Chart

Peers: HON TT JCI EMR IR LII DOV AOS ROK AAON

| Held by: VTI VOO VO SPY IVV CGDV VTV JEPI VOE XLI

Index	S&P 500	P/E	24.46	EPS (ttm)	2.51	Insider Own	5.95%	Shs Outstand	850.82M	Perf Week	-1.61%
Market Cap	52.17B	Forward P/E	18.75	EPS next Y	3.27	Insider Trans	-7.77%	Shs Float	800.41M	Perf Month	-8.48%
Enterprise Value	62.56B	PEG	1.98	EPS next Q	0.66	Inst Own	85.99%	Short Float	1.48%	Perf Quarter	-12.25%
Income	2.35B	P/S	2.32	EPS this Y	11.02%	Inst Trans	0.18%	Short Ratio	2.25	Perf Half Y	-9.43%
Sales	22.46B	P/B	3.55	EPS next Y	15.06%	ROA	3.89%	Short Interest	11.81M	Perf YTD	-10.20%
Book/sh	17.28	P/C	28.98	EPS next 5Y	12.38%	ROE	10.79%	52W High	83.32 -26.43%	Perf Year	-20.50%
Cash/sh	2.12	P/FCF	95.37	EPS past 3/5Y	-36.91% -28.10%	ROIC	8.87%	52W Low	54.22 13.06%	Perf 3Y	49.95%
Dividend Est.	0.93 (1.52%)	EV/EBITDA	14.90	Sales past 3/5Y	2.94% 3.86%	Gross Margin	27.89%	Volatility	2.38% 2.83%	Perf 5Y	109.64%
Dividend TTM	0.86 (1.41%)	EV/Sales	2.79	EPS Y/Y TTM	-33.37%	Oper. Margin	13.23%	ATR (14)	1.78	Perf 10Y	-
Dividend Ex-Date	Jul 21, 2025	Quick Ratio	0.80	Sales Y/Y TTM	-5.24%	Profit Margin	10.46%	RSI (14)	36.32	Recom	2.00
Dividend Gr. 3/5Y	16.19% -	Current Ratio	1.17	EPS Q/Q	-72.51%	SMA20	-4.14%	Beta	1.27	Target Price	78.23
Payout	169.37%	Debt/Eq	0.81	Sales Q/Q	-8.61%	SMA50	-10.42%	Rel Volume	0.67	Prev Close	60.72
Employees	48000	LT Debt/Eq	0.80	Earnings	Jul 29 BMO	SMA200	-10.13%	Avg Volume	5.24M	Price	61.30
IPO	Mar 19, 2020	Option/Short	Yes / Yes	EPS/Sales Surpr.	1.51% 0.07%	Trades		Volume	2,076,817	Change	0.96%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-15-25	Downgrade	JP Morgan	Overweight → Neutral	$79
Jul-01-25	Initiated	Melius	Hold	$90
May-09-25	Upgrade	Northcoast	Neutral → Buy	$85
Mar-05-25	Upgrade	JP Morgan	Neutral → Overweight	$77 → $78
Feb-24-25	Upgrade	Wolfe Research	Peer Perform → Outperform	$80
Feb-14-25	Upgrade	Mizuho	Neutral → Outperform	$78
Dec-12-24	Resumed	Goldman	Buy	$96
Nov-22-24	Initiated	Northcoast	Neutral
Nov-13-24	Upgrade	UBS	Neutral → Buy	$94
Oct-16-24	Downgrade	Stephens	Overweight → Equal-Weight	$75 → $85
Oct-10-24	Resumed	JP Morgan	Neutral	$48 → $83
Sep-06-24	Upgrade	Wolfe Research	Underperform → Peer Perform
Sep-06-24	Initiated	Morgan Stanley	Equal-Weight	$75
Aug-16-24	Reiterated	Oppenheimer	Outperform	$70 → $74
Jul-29-24	Upgrade	BofA Securities	Underperform → Neutral	$55 → $72
Jul-15-24	Upgrade	Robert W. Baird	Neutral → Outperform	$64 → $75
Jun-24-24	Upgrade	Citigroup	Neutral → Buy	$65 → $74
Oct-12-23	Downgrade	Wolfe Research	Peer Perform → Underperform	$56
Oct-06-23	Downgrade	JP Morgan	Neutral → Underweight	$53
Oct-05-23	Downgrade	BofA Securities	Neutral → Underperform	$62 → $55

Show Previous Ratings

Sep-17-25 09:15AM	Carrier Powering the Future of Energy (PR Newswire)
Sep-15-25 09:15AM	Investing in Tomorrow's HVAC Technicians: Carrier Launches New Initiative with TechForce (PR Newswire)
Sep-12-25 12:04AM	3 Reasons to Sell CARR and 1 Stock to Buy Instead (StockStory)
Sep-11-25 01:15PM	Carrier Sets Benchmark with First U.S. DOE-Validated 10-14-Ton Commercial Rooftop Unit (PR Newswire)
12:38AM	3 Volatile Stocks with Questionable Fundamentals (StockStory)
11:08PM	Loading…
Aug-31-25 11:08PM	How Is Carrier Globals Stock Performance Compared to Other Building Products & Equipment Stocks (Barchart)
Aug-29-25 03:05PM	Jim Cramer on Carrier Global: "You Gotta Do Some Buying" (Insider Monkey)
Aug-28-25 04:15PM	Carrier to Present at Morgan Stanley's 13th Annual Laguna Conference (PR Newswire)
Aug-26-25 07:52PM	Lightning Round: Oklo goes up every time there's a good headline, buy Oklo, says Jim Cramer (CNBC TV)
Aug-18-25 09:00AM	Carrier Solutions Help Protect Indoor Air Quality from Wildfire Smoke (PR Newswire)
04:28AM	US companies collaborate to grow skilled trades workforce (Facilities Dive)
Aug-14-25 01:30AM	Otis Worldwide Stock Is Set to Get a Lift (Barrons.com)
Aug-13-25 07:04AM	GE Appliances to invest over $3 billion in US manufacturing push (Reuters)
Aug-12-25 11:40PM	5 Must-Read Analyst Questions From Carrier Global's Q2 Earnings Call (StockStory)
11:40PM	CARR Q2 Deep Dive: Residential Weakness and Inventory Headwinds Overshadow Commercial Growth (StockStory)
08:38AM	Loading…
Aug-11-25 08:38AM	Is Wall Street Bullish or Bearish on Carrier Global Stock? (Barchart)
Aug-04-25 09:00AM	Carrier Completes Acquisition of Blaich Automation GmbH, Establishing First Automated Logic Field Office in Germany (PR Newswire)
12:41AM	3 Cash-Producing Stocks with Warning Signs (StockStory)
Aug-01-25 03:00PM	Automated Logic Completes Acquisition of Control Solutions, Ltd. Establishing First Field Office in British Columbia (PR Newswire)
02:26PM	Carrier Global Corporation (CARR) Delivered A Good Quarter, Says Jim Cramer (Insider Monkey)
Jul-30-25 12:19PM	A Twitchy Market Is Punishing Stocks for the Slightest Earnings Dings (Barrons.com)
08:21AM	Shares of companies that miss on earnings are getting slammed (MarketWatch)
08:17AM	Carrier Global (CARR) Declines 10.6% on Earnings Drop (Insider Monkey)
Jul-29-25 03:36PM	Analyst Report: Carrier Global Corporation (Morningstar Research) -10.61%
02:57PM	Stock Market Today: Dow Sinks As Tariff Deadline Approaches; CyberArk Soars On Deal News (Live Coverage) (Investor's Business Daily)
02:47PM	Implied Volatility Surging for Carrier Global Stock Options (Zacks)
02:40PM	Why Carrier Global (CARR) Shares Are Trading Lower Today (StockStory)
01:37PM	Stock Market Today: Dow Feels The Most Pain, Nasdaq Struggles; Spotify Surprises Investors (Live Coverage) (Investor's Business Daily)
12:48PM	Carrier Global Q2 Earnings & Revenues Beat Estimates, Stock Down (Zacks)
12:13PM	Top Stock Movers Now: Carrier, Whirlpool, Corning, and More (Investopedia)
10:54AM	Loading…
10:54AM	Cramer's Stop Trading: Carrier Global (CNBC TV)
10:32AM	Carrier's Earnings Were Strong. The Stock Is Getting Hammered. (Barrons.com)
09:30AM	Here's What Key Metrics Tell Us About Carrier Global (CARR) Q2 Earnings (Zacks)
06:20AM	Carrier Global's (NYSE:CARR) Q2 Earnings Results: Revenue In Line With Expectations (StockStory)
06:05AM	Carrier Reports Strong Second Quarter 2025 Results (PR Newswire)
Jul-27-25 11:12PM	What To Expect From Carrier Global's (CARR) Q2 Earnings (StockStory)
Jul-25-25 11:03AM	CARR Set to Report Q2 Earnings: What's in Store for the Stock? (Zacks)
Jul-23-25 01:30PM	Tariff Deals Spark Unusual Options Trading in Carrier Global Corp Stock (Barchart)
10:00AM	Watsco (WSO) Earnings Expected to Grow: Should You Buy? (Zacks)
Jul-17-25 11:31AM	Comfort Systems or Carrier: Which HVAC Stock Is a Buy Now? (Zacks)
Jul-16-25 11:36PM	Q1 Earnings Roundup: Carrier Global (NYSE:CARR) And The Rest Of The HVAC and Water Systems Segment (StockStory)
02:01PM	ER Services Earns Coveted Carrier Factory Authorized Dealer Designation (PR Newswire)
Jul-11-25 11:05AM	Carrier Global Enhances AI-Powered Abound App for Proactive Building Management (Insider Monkey)
Jul-09-25 08:35AM	Carrier Global Earnings Preview: What to Expect (Barchart)
Jul-08-25 04:15PM	Carrier Second Quarter 2025 Earnings Advisory (PR Newswire)
Jul-07-25 06:20AM	Should You Invest in the Invesco Building & Construction ETF (PKB)? (Zacks)
Jun-30-25 12:41PM	Carrier Global Stock Gets Relative Strength Rating Upgrade (Investor's Business Daily)
Jun-27-25 11:15PM	Morningstar \| A Weekly Summary of Stock Ideas and Developments in the Companies We Cover (Morningstar Research)
Jun-26-25 02:54AM	5 Insightful Analyst Questions From Carrier Global's Q1 Earnings Call (StockStory)
Jun-25-25 09:15AM	Carrier Enhances Abound Insights Assistant App to Boost Operational Insights and User Efficiency (PR Newswire)
12:02AM	3 Reasons to Avoid CARR and 1 Stock to Buy Instead (StockStory)
Jun-24-25 07:40AM	Carrier Global and 28 More Stocks That Benefit From Heat Waves and Other Extreme Weather (Barrons.com)
Jun-19-25 12:32AM	3 Industrials Stocks with Mounting Challenges (StockStory)
Jun-16-25 09:05AM	Carrier Commits to Planting 5 Million Trees With the Arbor Day Foundation by 2030 (PR Newswire)
Jun-13-25 05:02AM	Zacks Industry Outlook Highlights Carrier Global and Comfort Systems (Zacks)
Jun-12-25 04:14PM	Carrier Board of Directors Declares Quarterly Cash Dividend (PR Newswire)
10:40AM	2 Air Conditioner & Heating Stocks to Watch in a Booming Industry (Zacks)
Jun-09-25 07:32AM	Carrier Unveils Bold New Brand Identity, Purpose and Tagline, Marking a New Era of Global Leadership (PR Newswire)
May-23-25 06:34AM	Was Jim Cramer Right About Carrier Global Corporation (CARR)? (Insider Monkey)
May-22-25 05:35PM	Carrier Global price target raised to $85 from $82 at Goldman Sachs (TipRanks)
12:37AM	2 Cash-Producing Stocks on Our Watchlist and 1 to Avoid (StockStory)
May-20-25 01:16PM	Analyst Report: Carrier Global Corporation (Morningstar Research)
May-19-25 06:30AM	Carrier Hosts 2025 Investor Day to Showcase Transformed Portfolio and Focused Strategy for Growth and Significant Value Creation (PR Newswire)
May-13-25 04:15PM	Carrier to Present at the Wolfe Research 18th Annual Global Transportation & Industrials Conference (PR Newswire)
09:36AM	Carrier to invest $1 billion to boost US production (Reuters)
07:00AM	Carrier Announces Additional $1 Billion Investment in U.S. Manufacturing Footprint, Advanced Cutting-Edge R&D and Workforce Expansion (PR Newswire)
May-09-25 10:26AM	Qualcomm initiated, Lyft upgraded: Wall Street's top analyst calls (The Fly)
May-07-25 01:29PM	Jim Cramer on Carrier Global (CARR): "David Gitlin Delivers as the Doubters Fall Silent" (Insider Monkey)
May-06-25 09:05AM	Carrier Named a 2025 Organization of the Year for Excellence in Customer Service (PR Newswire)
May-04-25 05:39AM	Why Carrier Global Corporation (CARR) Soared Last Week (Insider Monkey)
May-03-25 06:47AM	What Moved Markets This Week (Seeking Alpha)
May-02-25 04:25PM	Analyst Report: Carrier Global Corporation (Morningstar Research)
09:00AM	Carrier Completes Acquisition of Addvolt, Enhancing its Electrification Solutions (PR Newswire)
03:01AM	Carrier Global Corp (CARR) Q1 2025 Earnings Call Highlights: Strong EPS Growth and Strategic ... (GuruFocus.com)
May-01-25 11:25PM	Q1 2025 Carrier Global Corp Earnings Call (Thomson Reuters StreetEvents) +11.61%
08:10PM	Why Carrier Global Corporation (CARR) Soared On Thursday (Insider Monkey)
05:30PM	Carrier Global Q1: Strong Margin Improvement (Seeking Alpha)
04:29PM	S&P 500 Gains and Losses Today: Index Rises After Strong Start to Big Tech Earnings (Investopedia)
02:20PM	Carrier Global Q1 Earnings & Revenues Beat Estimates, Stock Up (Zacks)
02:08PM	Carrier Global Stock Surges on Strong Results, Raised Profit Outlook (Investopedia)
01:42PM	Analyst Report: Carrier Global Corporation (Morningstar Research)
09:52AM	Carrier Global Corporation (CARR) Q1 2025 Earnings Call Transcript (Seeking Alpha)
07:25AM	Carrier Global (NYSE:CARR) Posts Q1 Sales In Line With Estimates, Full-Year Sales Guidance is Optimistic (StockStory)
07:18AM	Carrier Global beats quarterly profit estimate, raises 2025 forecast amid strong HVAC demand (Reuters)
06:30AM	Carrier Reports Strong First Quarter 2025 Results (PR Newswire)
Apr-30-25 09:05AM	Carrier Recognized for Advancing Inventory Management through Digital Supply Chain Transformation (PR Newswire)
07:15AM	Trane Technologies (TT) Q1 Earnings and Revenues Surpass Estimates (Zacks)
Apr-28-25 10:39AM	CARR Set to Report Q1 Earnings: What's in Store for the Stock? (Zacks)
09:16AM	Insights Into Carrier Global (CARR) Q1: Wall Street Projections for Key Metrics (Zacks)
Apr-26-25 01:53AM	Dividend Champion, Contender, And Challenger Highlights: Week Of April 27 (Seeking Alpha)
Apr-23-25 08:40AM	Watsco (WSO) Misses Q1 Earnings and Revenue Estimates (Zacks)
Apr-22-25 04:15PM	Carrier First Quarter 2025 Earnings Advisory (PR Newswire)
09:59AM	Carrier Named One of America's Climate Leaders by USA Today for Second Year in a Row (PR Newswire)
Apr-20-25 10:24AM	Carrier Global: A Climate Giant Entering A New Phase Of Transformation (Seeking Alpha)
Apr-15-25 04:00AM	Bear of the Day: Cars.com (CARS) (Zacks)
Apr-11-25 05:14AM	Q4 Earnings Highlights: Carrier Global (NYSE:CARR) Vs The Rest Of The HVAC and Water Systems Stocks (StockStory)
Apr-10-25 05:09AM	3 Reasons CARR is Risky and 1 Stock to Buy Instead (StockStory)
Apr-09-25 06:39PM	Analyst Report: Carrier Global Corporation (Morningstar Research) +9.40%
04:15PM	Carrier Board of Directors Declares Quarterly Cash Dividend (PR Newswire)
Apr-08-25 06:43PM	Analyst Report: Carrier Global Corporation (Morningstar Research)

Carrier Global Corp. engages in the provision of climate and energy solutions with a focus on providing differentiated, digitally-enabled lifecycle solutions to its customers. Its portfolio includes brands such as Carrier, Viessmann, Toshiba, Automated Logic and Carrier Transicold that offer innovative heating, ventilating, air conditioning (HVAC) and cold chain transportation solutions. It also provides a broad array of related building services, including audit, design, installation, system integration, repair, maintenance and monitoring. The firm operates through the following segments: Climate Solutions Americas (CSA), Climate Solutions Europe (CSE), Climate Solutions Asia Pacific, Middle East & Africa (CSAME) and Climate Solutions Transportation (CST). The CSA segment provides products, controls, services and solutions to meet the heating, cooling and ventilation needs of residential and commercial customers in North and South America. The CSE segment provides products, controls, services and solutions to meet the heating, cooling and ventilation needs of residential and commercial customers in Europe. The CSAME segment provides products, controls, services and solutions to meet the heating, cooling and ventilation needs of residential and commercial customers in Asia Pacific, the Middle East and Africa. The CST segment includes global transport refrigeration and monitoring products, services and digital solutions for trucks, trailers, shipping containers, intermodal and rail. The company was founded by Willis Haviland Carrier on June 26, 1915 and is headquartered in Palm Beach Gardens, FL.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Pandya Gaurang	President, CSA	Aug 08 '25	Option Exercise	0.00	66	0	16,879	Aug 12 04:21 PM
Pandya Gaurang	President, CSA	Aug 01 '25	Option Exercise	0.00	19,190	0	25,180	Aug 05 05:02 PM
Dryden Edward C.	President, CST	Jul 01 '25	Option Exercise	0.00	6,791	0	6,791	Jul 03 04:34 PM
Viessmann Maximilian	Director	Jun 05 '25	Sale	70.30	4,267,425	299,999,978	54,341,534	Jun 05 05:36 PM
Viessmann Traeger HoldCo GmbH	Affiliate	Jun 05 '25	Proposed Sale	71.39	4,267,425	304,651,471		Jun 05 05:04 PM
Kyle Crockett	Officer	May 12 '25	Proposed Sale	73.36	3,735	274,000		May 12 03:16 PM
Kevin O'Connor	Officer	Mar 13 '25	Proposed Sale	65.10	34,428	2,241,280		Mar 13 03:16 PM
Kevin O'Connor	Officer	Feb 27 '25	Proposed Sale	65.41	56,980	3,726,944		Feb 27 03:40 PM
Crockett Kyle	VP, Controller & CAO	Feb 14 '25	Option Exercise	42.57	45,620	1,942,083	53,318	Feb 19 05:51 PM
Crockett Kyle	VP, Controller & CAO	Feb 14 '25	Sale	65.18	18,945	1,234,884	4,573	Feb 19 05:51 PM
Kyle Crockett	Officer	Feb 14 '25	Proposed Sale	65.18	18,945	1,234,885		Feb 14 04:18 PM
Kevin O'Connor	Officer	Feb 13 '25	Proposed Sale	63.86	19,500	1,245,270		Feb 13 06:05 PM
Kevin O'Connor	Officer	Feb 13 '25	Proposed Sale	63.51	93,452	5,935,503		Feb 13 04:58 PM
Crockett Kyle	VP, Controller & CAO	Nov 07 '24	Option Exercise	25.58	17,500	447,650	19,542	Nov 08 04:56 PM
Crockett Kyle	VP, Controller & CAO	Nov 07 '24	Sale	76.34	11,647	889,082	2,042	Nov 08 04:56 PM
O'Connor Kevin J.	Senior VP & CLO	Nov 06 '24	Option Exercise	24.44	249,150	6,088,640	295,233	Nov 08 04:53 PM
O'Connor Kevin J.	Senior VP & CLO	Nov 06 '24	Sale	73.46	167,183	12,281,698	46,083	Nov 08 04:53 PM
Kyle Crockett	Officer	Nov 07 '24	Proposed Sale	76.33	11,647	889,000		Nov 07 02:16 PM
Kevin O'Connor	Officer	Nov 06 '24	Proposed Sale	71.78	167,183	12,000,000		Nov 06 05:21 PM

LII

Lennox International Inc

AAON

AAON Inc

CARR

Carrier Global Corp

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