Index S&P 500
P/E 39.31
EPS (ttm) 1.41
Insider Own 0.14%
Shs Outstand 839.05M
Perf Week 3.85%
Market Cap 46.37B
Forward P/E 19.23
EPS next Y 2.87
Insider Trans -26.23%
Shs Float 837.89M
Perf Month 8.48%
Income 1.20B
PEG 3.97
EPS next Q 0.52
Inst Own 93.90%
Short Float / Ratio 3.16% / 5.67
Perf Quarter -6.23%
Sales 22.10B
P/S 2.10
EPS this Y 15.77%
Inst Trans -0.27%
Short Interest 26.45M
Perf Half Y 22.01%
Book/sh 9.75
P/B 5.67
EPS next Y 6.08%
ROA 4.62%
Target Price 57.53
Perf Year 28.30%
Cash/sh 4.66
P/C 11.87
EPS next 5Y 9.91%
ROE 15.64%
52W Range 40.28 - 60.04
Perf YTD 33.99%
Dividend 0.69
P/FCF 20.23
EPS past 5Y 23.71%
ROI 6.93%
52W High -7.94%
Beta 1.26
Dividend % 1.25%
Quick Ratio 1.25
Sales past 5Y 3.10%
Gross Margin 28.09%
52W Low 37.21%
ATR 1.36
Employees 52000
Current Ratio 1.66
Sales Q/Q 5.14%
Oper. Margin 8.90%
RSI (14) 65.36
Volatility 2.20% 1.93%
Optionable Yes
Debt/Eq 1.13
EPS Q/Q -72.73%
Profit Margin 5.43%
Rel Volume 2.22
Prev Close 52.89
Shortable Yes
LT Debt/Eq 1.11
Earnings Oct 26 BMO
Payout 15.47%
Avg Volume 4.66M
Price 55.27
Recom 2.27
SMA20 5.37%
SMA50 6.65%
SMA200 11.68%
Volume 10,377,741
Change 4.50%
Date
Action
Analyst
Rating Change
Price Target Change
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
Sep-14-23 Downgrade
Mizuho
Buy → Neutral
$63 → $61
Jun-08-23 Downgrade
Morgan Stanley
Overweight → Equal-Weight
$49 → $47
Mar-28-23 Initiated
Oppenheimer
Outperform
$51
Jan-13-23 Upgrade
Mizuho
Neutral → Buy
$38 → $53
Dec-13-22 Downgrade
KeyBanc Capital Markets
Overweight → Sector Weight
May-18-22 Downgrade
BofA Securities
Buy → Neutral
Feb-09-22 Reiterated
Wells Fargo
Equal Weight
$56 → $50
Feb-09-22 Reiterated
Morgan Stanley
Overweight
$58 → $54
Feb-09-22 Reiterated
Mizuho
Neutral
$57 → $50
Feb-09-22 Reiterated
Deutsche Bank
Hold
$56 → $53
Feb-09-22 Reiterated
Citigroup
Neutral
$59 → $55
Feb-09-22 Reiterated
Atlantic Equities
Neutral
$59 → $53
Jan-03-22 Downgrade
Vertical Research
Buy → Hold
$57
Dec-17-21 Initiated
Mizuho
Neutral
$57
Dec-10-21 Downgrade
Deutsche Bank
Buy → Hold
$58 → $56
Oct-08-21 Initiated
Wells Fargo
Equal Weight
$51
Sep-07-21 Downgrade
Wolfe Research
Outperform → Peer Perform
$61
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(Morningstar Research) -5.20%
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(Thomson Reuters StreetEvents)
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Jul-26-23 06:45PM
Carrier Global Corp. engages in the provision of building and cold chain solutions. It also offers heating, ventilating, and air conditioning (HVAC), refrigeration, fire, security, and building automation technologies. It also engages in the provision of building services such as audit, design, installation, system integration, repair, maintenance, and monitoring. The company operates through the following segments: HVAC, Refrigeration, and Fire and Security. The HVAC segment provides products, controls, services, and solutions to meet the heating, cooling, and ventilation needs of residential and commercial customers. The Refrigeration segment includes transport refrigeration and monitoring products, services, and digital solutions for trucks, trailers, shipping containers, intermodal and rail, as well as commercial refrigeration products. The Fire and Security segment provides a range of residential, commercial, and industrial technologies to protect people and property. The company was founded by Willis Carrier on June 26, 1915 and is headquartered in Palm Beach Gardens, FL.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Goris Patrick P. Senior Vice President & CFO Dec 01 Option Exercise 0.00 18,457 0 40,866 Dec 04 04:15 PM White Timothy N President, Refrigeration Sep 01 Option Exercise 0.00 10,611 0 16,949 Sep 05 04:15 PM Timperman Jurgen President, Fire & Security Jul 31 Option Exercise 23.25 270,611 6,292,485 136,014 Jul 31 09:38 PM Crockett Kyle Vice President, Controller Jul 31 Option Exercise 25.58 12,000 306,960 12,042 Jul 31 07:17 PM Timperman Jurgen President, Fire & Security Jul 31 Sale 59.25 164,450 9,743,763 0 Jul 31 09:38 PM Timperman Jurgen President, Fire & Security Jul 31 Sale 59.20 33,000 1,953,600 6,747 Jul 31 09:38 PM Crockett Kyle Vice President, Controller Jul 31 Sale 59.22 6,817 403,670 42 Jul 31 07:17 PM Timperman Jurgen President, Fire & Security Jun 08 Option Exercise 20.95 260,000 5,447,000 260,000 Jun 09 09:39 PM Timperman Jurgen President, Fire & Security Jun 08 Sale 45.01 138,956 6,253,937 0 Jun 09 09:39 PM Timperman Jurgen President, Fire & Security Jun 08 Sale 45.01 74,419 3,349,346 39,747 Jun 09 09:39 PM O'Connor Kevin J. Senior VP & CLO May 26 Sale 41.13 21,049 865,689 66,083 May 26 04:07 PM Gitlin David L. Chairman and CEO May 24 Option Exercise 0.00 412 0 353,108 May 25 05:20 PM Gitlin David L. Chairman and CEO May 14 Option Exercise 0.00 92,078 0 274,587 May 16 04:12 PM Villeneuve Nadia Senior VP & CHRO Mar 02 Option Exercise 18.81 6,469 121,682 72,113 Mar 03 04:12 PM Villeneuve Nadia Senior VP & CHRO Mar 02 Sale 45.45 20,538 933,445 48,900 Mar 03 04:12 PM Nelson Christopher John President, HVAC Feb 13 Option Exercise 20.95 396,014 8,296,493 493,299 Feb 14 04:09 PM Nelson Christopher John President, HVAC Feb 13 Sale 45.30 213,353 9,665,446 97,285 Feb 14 04:09 PM Nelson Christopher John President, HVAC Feb 10 Option Exercise 0.00 138 0 97,344 Feb 14 04:09 PM Timperman Jurgen President, Fire & Security Feb 10 Option Exercise 0.00 101 0 18,641 Feb 14 04:09 PM Villeneuve Nadia Senior VP & CHRO Feb 10 Option Exercise 0.00 89 0 65,677 Feb 14 04:09 PM Agrawal Ajay Senior VP, Strategy & Services Feb 10 Option Exercise 0.00 56 0 69,037 Feb 14 04:09 PM O'Connor Kevin J. Senior VP & CLO Feb 10 Option Exercise 0.00 310 0 42,467 Feb 14 04:10 PM Crockett Kyle Vice President, Controller Feb 09 Sale 45.85 10,433 478,378 0 Feb 10 04:16 PM Agrawal Ajay Senior VP, Strategy & Services Feb 04 Option Exercise 0.00 13,662 0 71,987 Feb 07 04:11 PM Gitlin David L. Chairman and CEO Feb 04 Option Exercise 0.00 97,849 0 198,733 Feb 07 04:11 PM Timperman Jurgen President, Fire & Security Feb 04 Option Exercise 0.00 24,462 0 24,462 Feb 07 04:11 PM O'Connor Kevin J. Senior VP & CLO Feb 04 Option Exercise 0.00 34,706 0 63,206 Feb 07 04:11 PM Nelson Christopher John President, HVAC Feb 04 Option Exercise 0.00 33,290 0 108,186 Feb 07 04:11 PM Villeneuve Nadia Senior VP & CHRO Feb 04 Option Exercise 0.00 21,478 0 70,394 Feb 07 04:11 PM Crockett Kyle Vice President, Controller Feb 04 Option Exercise 0.00 8,826 0 12,583 Feb 07 04:11 PM Crockett Kyle Vice President, Controller Feb 03 Option Exercise 0.00 5,108 0 5,132 Feb 07 04:11 PM O'Connor Kevin J. Senior VP & CLO Jan 02 Option Exercise 0.00 40,471 0 40,987 Jan 03 04:42 PM
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