Carrier Global (CARR)

Access Solutions Belgium BV • Access Solutions Netherlands B.V. • Ainsworth Holdings SAS • Aldridge Holdings LLC • Arabian Air Conditioning Company Ltd. • Ardmore Holdings S.a r.l. • Automated Logic - Canada, Ltd. • Automated Logic Australia Pty Limited, Australia • Automated Logic Contracting Services, Inc. • Automated Logic Corporation ...

IRS number

834051582

CARR stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$85.67

Low target

$76.00

High target

$94.00

Latest filings (excl ownership)

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8-K

Entry into a Material Definitive Agreement

20 Dec 24

8-K

Departure of Directors or Certain Officers

3 Dec 24

8-K

Carrier Completes Strategic Portfolio Transformation with Closing of

Entry into a Material Definitive Agreement

25 Oct 24

Carrier Reports Strong Third Quarter 2024 Results

24 Oct 24

8-K

Entry into a Material Definitive Agreement

18 Oct 24

Transcripts

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CARR

Earnings call transcript

2024 Q3

24 Oct 24

CARR

Earnings call transcript

2024 Q2

25 Jul 24

CARR

Earnings call transcript

2024 Q1

25 Apr 24

CARR

Earnings call transcript

2023 Q4

6 Feb 24

CARR

Earnings call transcript

2023 Q3

26 Oct 23

CARR

Earnings call transcript

2023 Q2

27 Jul 23

CARR

Earnings call transcript

2023 Q2

27 Jul 23

CARR

Earnings call transcript

2023 Q1

27 Apr 23

CARR

Earnings call transcript

2022 Q4

7 Feb 23

CARR

Earnings call transcript

2022 Q3

27 Oct 22

Latest ownership filings

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SC 13D/A

Viessmann Generations Group GmbH & Co. KG

29 Nov 24

SC 13D/A

Viessmann Generations Group GmbH & Co. KG

20 Nov 24

SC 13D/A

Viessmann Generations Group GmbH & Co. KG

15 Nov 24

SC 13D/A

Viessmann Generations Group GmbH & Co. KG

13 Nov 24

SC 13G/A

Capital World Investors

Notice of proposed sale of securities

7 Nov 24

144

Notice of proposed sale of securities

6 Nov 24

Financial summary

Financial statements Chart CARR financial data

Quarter (USD)	Sep 24	Jun 24	Mar 24	Dec 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 23	Dec 22	Dec 21	Dec 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	2.24 bn	2.24 bn	2.24 bn	2.24 bn	2.24 bn	2.24 bn
Cash burn (monthly)	227.67 mm	120.83 mm	(no burn)	(no burn)	89.67 mm	(no burn)
Cash used (since last report)	635.23 mm	337.15 mm	n/a	n/a	250.19 mm	n/a
Cash remaining	1.60 bn	1.90 bn	n/a	n/a	1.99 bn	n/a
Runway (months of cash)	7.0	15.7	n/a	n/a	22.2	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q3 2024

CARR institutional ownership history Ownership history

94.2% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	1481	1405	+5.4%
Opened positions	190	141	+34.8%
Closed positions	114	118	-3.4%
Increased positions	491	443	+10.8%
Reduced positions	509	529	-3.8%

13F shares	Current	Prev Q	Change
Total value	57.51 tn	46.30 tn	+24.2%
Total shares	790.51 mm	811.36 mm	-2.6%
Total puts	8.62 mm	2.16 mm	+299.5%
Total calls	8.29 mm	3.94 mm	+110.8%
Total put/call ratio	1.0	0.5	+89.5%

Largest owners	Shares	Value	Change
Capital Research Global Investors	95.21 mm	$7.66 tn	-0.3%
Vanguard	95.20 mm	$7.66 tn	+0.7%
Capital International Investors	84.73 mm	$6.82 tn	+1.7%
Viessmann Group GmbH & Co. KG	58.61 mm	$3.31 bn	0.0%
BLK BlackRock	53.11 mm	$4.27 tn	NEW
Capital World Investors	47.51 mm	$3.82 tn	-2.2%
STT State Street	33.67 mm	$2.71 tn	+1.4%
JPM JPMorgan Chase & Co.	28.76 mm	$2.32 tn	-5.4%
Geode Capital Management	16.94 mm	$1.36 tn	+1.7%
Dodge & Cox	14.35 mm	$1.15 tn	-0.1%

Largest transactions	Shares	Bought/sold	Change
BLK BlackRock	53.11 mm	+53.11 mm	NEW
BLK BlackRock	0.00	-52.42 mm	EXIT
Norges Bank	0.00	-8.03 mm	EXIT
Fiera Capital	0.00	-7.94 mm	EXIT
FMR	8.73 mm	+2.32 mm	+36.2%
Voya Investment Management	2.51 mm	+2.22 mm	+774.5%
Citadel Advisors	21.48 k	-2.20 mm	-99.0%
Qube Research & Technologies	0.00	-1.64 mm	EXIT
JPM JPMorgan Chase & Co.	28.76 mm	-1.64 mm	-5.4%
ZFSVF Zurich Insurance	1.62 mm	+1.62 mm	NEW

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

CARR insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
7 Nov 24	Kyle Crockett	Common Stock	Sell	Dispose S	No	No	76.3357	11,647	889.08 k	2,042
7 Nov 24	Kyle Crockett	Common Stock	Payment of exercise	Dispose F	No	No	76.74	5,853	449.16 k	13,689
7 Nov 24	Kyle Crockett	Common Stock	Option exercise	Acquire M	No	No	25.58	17,500	447.65 k	19,542
7 Nov 24	Kyle Crockett	Stock Appreciation Right Common Stock	Option exercise	Dispose M	No	No	76.47	17,500	1.34 mm	0
6 Nov 24	Kevin J. O'Connor	Common Stock	Sell	Dispose S	No	No	73.4626	167,183	12.28 mm	46,083
6 Nov 24	Kevin J. O'Connor	Common Stock	Payment of exercise	Dispose F	No	No	74.28	81,967	6.09 mm	213,266
6 Nov 24	Kevin J. O'Connor	Common Stock	Option exercise	Acquire M	No	No	16.55	32,000	529.60 k	295,233
6 Nov 24	Kevin J. O'Connor	Common Stock	Option exercise	Acquire M	No	No	25.6	217,150	5.56 mm	263,233
6 Nov 24	Kevin J. O'Connor	Stock Appreciation Right Common Stock	Option exercise	Dispose M	No	No	74.28	32,000	2.38 mm	78,200
6 Nov 24	Kevin J. O'Connor	Stock Appreciation Right Common Stock	Option exercise	Dispose M	No	No	74.28	217,150	16.13 mm	0