Carrier Global Corporation

NYSE:CARR 株式レポート

時価総額：US$55.9b

Carrier Global 将来の成長

Future 基準チェック /36

Carrier Global利益と収益がそれぞれ年間19.2%と5.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に20.7% 20.1%なると予測されています。

主要情報

19.2%

収益成長率

20.14%

EPS成長率

Building 収益成長19.9%
収益成長率5.1%
将来の株主資本利益率20.72%
アナリストカバレッジ

Good

最終更新日02 Jun 2026

今後の成長に関する最新情報

分析記事 • Feb 08

Carrier Global Corporation Just Missed Earnings - But Analysts Have Updated Their Models

It's been a good week for Carrier Global Corporation ( NYSE:CARR ) shareholders, because the company has just released...

Recent updates

ナラティブの更新 • Jun 05

CARR: AI Data Center Cooling And Q1 Execution Will Support Future Repricing

Carrier Global's updated analyst price target edges higher to $76.31 from $75.51, reflecting modest tweaks to revenue growth, discount rate and future P/E assumptions as analysts recalibrate models following recent earnings and a series of price target hikes from major firms. Analyst Commentary Recent research on Carrier Global has centered on how the latest earnings report and refreshed models feed into valuation targets and expectations for execution.
ナラティブの更新 • May 14

CARR: Data Center Cooling For AI Workloads Will Drive Future Repricing

Analysts have raised their $ fair value estimate for Carrier Global to $75.51 from $71.03, citing updated assumptions for revenue growth, profit margins, and future P/E multiples. These updates are broadly consistent with recent price target increases from Baird, Citi, and Barclays, alongside fresh coverage from Evercore ISI and BNP Paribas.
分析記事 • May 08

Some Investors May Be Willing To Look Past Carrier Global's (NYSE:CARR) Soft Earnings

Carrier Global Corporation's ( NYSE:CARR ) stock was strong despite it releasing a soft earnings report last week. We...
Seeking Alpha • May 06

Carrier Global: Momentum Has Improved, But Macroeconomics And Valuation Carry Downside Risks

Summary Carrier Global faces slowing growth and margin contraction due to cost pressures and weak housing demand. CARR's Q1 2026 net sales rose 2.4% YoY, but operating margin dropped sharply to 4.8% from 12.0%. Valuation appears stretched, with P/S at 2.54x above the 2.28x average and technicals signaling overbought conditions. I maintain a 'Hold' rating, citing macro risks, full valuation, and potential for profit-taking despite resilient sales and a strong balance sheet. Read the full article on Seeking Alpha
ナラティブの更新 • Apr 27

CARR: Data Center Cooling And AI Tools Will Drive Future Repricing

Carrier Global's analyst price target has been trimmed by a few dollars to reflect slightly higher discount rate assumptions and more conservative revenue growth expectations, even as analysts factor in modestly better profit margins and a similar forward P/E profile. Analyst Commentary Recent research on Carrier Global reflects a mix of optimism and caution, with price targets both raised and trimmed as analysts update their models for execution risk, growth assumptions, and valuation.
ナラティブの更新 • Apr 12

CARR: Data Center Cooling And AI Tools Will Support Future Repricing

Analysts have trimmed their price target on Carrier Global to reflect a slightly lower fair value estimate of about $71 and a modestly higher discount rate, while still factoring in firmer profit margins and updated P/E expectations following recent mixed target changes across the Street. Analyst Commentary Street research on Carrier Global has centered on shifting price targets, with some firms trimming estimates around the mid $70s while others have raised their targets in recent weeks.
ナラティブの更新 • Mar 28

CARR: Data Center Cooling And AI Tools Will Drive Future Repricing

Analysts have nudged their price targets for Carrier Global slightly higher, with the updated fair value estimate moving by about $0.05 per share as they factor in modestly adjusted growth, margin and P/E assumptions following a series of recent target changes across the Street. Analyst Commentary Recent Street research on Carrier Global highlights a mix of optimism around long term execution and pockets of caution around valuation and near term assumptions.
ナラティブの更新 • Mar 10

CARR: Data Center Cooling And AI Tools Will Support Future Upside

Carrier Global's analyst price target has inched higher to about $71.80 from roughly $71.66 as analysts factor in a slightly lower discount rate and steady assumptions for revenue growth, profit margins and future P/E. Analyst Commentary Recent research updates on Carrier Global show a mix of optimism and caution, with several firms adjusting price targets in both directions and fine tuning expectations around execution and growth.
ナラティブの更新 • Feb 24

CARR: Heat Pump And AI Efficiency Advances Will Support Future Upside

Analysts have nudged our Carrier Global price target lower by about $0.53 to $71.66, as slightly higher revenue growth and a richer forward P/E are now being weighed against reduced profit margin assumptions and a modestly higher discount rate. Analyst Commentary Recent Street research on Carrier Global reflects a mix of optimism around growth execution and caution around valuation and earnings power.
ナラティブの更新 • Feb 09

CARR: Heat Pump Progress And AI Energy Tools Will Support Future Upside

Our updated view on Carrier Global lifts the fair value estimate by about US$1 to roughly US$72, as analysts factor in higher assumed revenue growth, a slightly lower discount rate, and a richer future P/E multiple, partially offset by more conservative margin expectations. Analyst Commentary Recent Street research on Carrier Global shows a mix of optimism and caution, with several firms adjusting their price targets within a relatively tight range.
分析記事 • Feb 08

Carrier Global Corporation Just Missed Earnings - But Analysts Have Updated Their Models

It's been a good week for Carrier Global Corporation ( NYSE:CARR ) shareholders, because the company has just released...
新しいナラティブ • Jan 26

Data Center Cooling Momentum Will Offset Residential Weakness And Keep Long Term Prospects Intact

Catalysts About Carrier Global Carrier Global provides heating, ventilation, air conditioning, refrigeration and building solutions across residential, commercial, transportation and data center markets. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 • Jan 25

CARR: Commercial Heat Pump Progress And Expanded Buybacks Will Support Future Upside

Carrier Global's analyst price targets have seen mixed revisions recently, with our fair value estimate shifting modestly by about $0.05 as analysts updated their assumptions around revenue growth, profit margins and future P/E, while still reflecting a range of views from recent JPMorgan, Citi and Morgan Stanley reports. Analyst Commentary Recent research on Carrier Global highlights a split in how analysts are thinking about upside versus execution risk, with one major bank lifting its target while others trimmed theirs as they refreshed models ahead of upcoming results.
ナラティブの更新 • Jan 09

CARR: Commercial HVAC Progress And Larger Buybacks Will Support Future Upside

Narrative Update Overview Analysts have trimmed their price target on Carrier Global by about $1 to roughly $71, reflecting slightly lower fair value estimates and modest adjustments to discount rate, revenue growth, profit margin, and future P/E assumptions after recent research updates, including a reduced $55 target from Morgan Stanley. Analyst Commentary Recent research on Carrier Global centers on updated earnings assumptions ahead of the next quarterly report, which has fed into a lower fair value range and a trimmed price target near US$55 from US$60.
ナラティブの更新 • Dec 14

CARR: Commercial HVAC Momentum Will Support Recovery As Expanded Buybacks Drive Future Upside

Analysts have trimmed their price target on Carrier Global slightly by about $0.55 per share, citing a marginally higher discount rate and only modest upward revisions to long term revenue growth that together temper their view of the stock's future valuation multiple. Analyst Commentary Street research commentary on related industrial and cyclical names offers a useful framework for interpreting sentiment around Carrier Global, particularly on how investors are weighing cyclical demand, pricing power, and valuation against execution risk.
ナラティブの更新 • Nov 28

CARR: Commercial HVAC Momentum Will Support Recovery As Channel Inventories Reach Lows

Carrier Global’s analyst price target has been revised slightly lower, decreasing from $72.94 to $72.69. Analysts cite tempered near-term expectations for U.S. HVAC sales, while highlighting ongoing strength in commercial and aftermarket segments that support long-term prospects.
ナラティブの更新 • Nov 08

CARR: Commercial HVAC Strength Will Drive Improved Operating Leverage In Coming Periods

Carrier Global's analyst price target has been revised down from $74.29 to $72.94, as analysts cite ongoing headwinds in U.S. RHVAC sales and a slightly weaker profit margin outlook, both impacting near-term earnings expectations. Analyst Commentary Recent price target adjustments for Carrier Global reflect a mixed outlook among Wall Street analysts, balancing the company’s resilient segments against noticeable ongoing headwinds.
ナラティブの更新 • Oct 25

Thermal Management And Digital Upgrades Will Drive New Energy Demand Trends

Carrier Global's analyst price target has been reduced from $76.18 to $74.29. Analysts cite softer U.S. residential HVAC demand and lowered earnings outlooks based on recent industry trends and updates from the company.
ナラティブの更新 • Oct 11

Google Cloud And Air-Cooled Heat Pumps Will Power Smart Energy

Carrier Global's analyst price target has been reduced from $77.18 to $76.18. Analysts cite a softer residential HVAC outlook and ongoing margin pressures as key factors behind the revision.
ナラティブの更新 • Sep 27

Google Cloud And Air-Cooled Heat Pumps Will Power Smart Energy

Carrier Global’s consensus price target has been revised downward from $81.13 to $77.18 as analysts note weaker near-term residential HVAC demand and inflation headwinds, despite strength in commercial segments and long-term growth prospects. Analyst Commentary Lowered 2025 U.S. residential HVAC outlook and weaker residential volumes are weighing on near-term sales and EPS estimates.
ナラティブの更新 • Sep 12

Google Cloud And Air-Cooled Heat Pumps Will Power Smart Energy

Carrier Global’s price target was revised down to $81.13 as analysts factor in a softer U.S. residential HVAC outlook and near-term sales headwinds, despite continued strength in commercial and aftermarket segments. Analyst Commentary Lowered U.S. residential HVAC outlook and weaker residential volumes are pressuring near-term sales and earnings forecasts, leading to price target reductions.
分析記事 • Jun 27

Does Carrier Global (NYSE:CARR) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 • Jun 13

Carrier Global (NYSE:CARR) Is Reinvesting At Lower Rates Of Return

If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
Seeking Alpha • Apr 20

Carrier Global: A Climate Giant Entering A New Phase Of Transformation

Summary Carrier Global has transformed into a focused HVAC leader, bolstered by acquiring Viessmann, enhancing its heat pump segment and European market presence. The company’s strategic shift towards climate solutions and sustainable growth has improved margins and positioned it well for megatrends like decarbonization and energy efficiency. Carrier's financial health is strong, with increased profitability, significant free cash flow, and substantial shareholder returns through dividends and buybacks. Despite competitive pressures and potential macroeconomic risks, Carrier's diversified strategy and strong market position support a "Buy" rating with a target price of $64.51. Read the full article on Seeking Alpha
Seeking Alpha • Feb 12

Carrier Global: Still Cheap With A Temperate Outlook

Summary Carrier Global completed its strategic transformation and is now a focused HVAC and transport refrigeration company with 5% sales growth and expanding margins. Carrier has a lower valuation than peers despite higher growth estimates, making it a Buy. Key growth drivers include product development, aftermarket services, and systems integration, with significant contributions from North American Residential HVAC and data center cooling. Carrier's balance sheet is solid after using disposal proceeds to help buy back stock and pay off debt issued in the Viessmann deal. This sets up for healthy dividend growth. Read the full article on Seeking Alpha
Seeking Alpha • Jan 06

Carrier: Fairly Valued After Transition Nears Completion

Summary Carrier has transformed into a near pure play HVAC business, driven by strategic acquisitions and divestments, notably the Viessmann Climate Solutions acquisition. Despite substantial earnings expectations and reasonable leverage, shares are fairly valued, trading at 23-25 times 2025 earnings, making near to medium-term appeal limited. The company’s revised 2024 earnings guidance of $2.50 per share was underwhelming, but potential for organic growth and cost reductions could boost 2025 earnings. With shares up 15% since May and trading at $70, I am cautious and considering selling a modest long position on further price increases. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:CARR - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202824,7672,5853,0183,64512
12/31/202723,3732,0992,5183,14622
12/31/202622,2551,7382,0972,59723
3/31/202621,8701,2821,6862,109N/A
12/31/202521,7471,4552,1212,513N/A
9/30/202522,0581,3791,1271,605N/A
6/30/202522,4631,536542995N/A
3/31/202522,2841,3435261,006N/A
12/31/202422,4861,10844563N/A
9/30/202421,6541,5739691,493N/A
6/30/202420,6051,2792,2982,803N/A
3/31/202419,0981,1912,0562,527N/A
12/31/202318,9511,3872,1682,607N/A
9/30/202319,7401,2402,3112,668N/A
6/30/202320,2562,2822,0422,417N/A
3/31/202321,0402,5281,6982,065N/A
12/31/202217,2883,1571,4261,743N/A
9/30/202220,4493,5881,1821,533N/A
6/30/202220,3392,7459881,322N/A
3/31/202220,5682,6591,5041,851N/A
12/31/202120,6131,6641,8932,237N/A
9/30/202120,0742,2241,1561,523N/A
6/30/202119,7352,4961,5311,881N/A
3/31/202118,2672,2701,5121,829N/A
12/31/202017,4561,9821,3801,692N/A
9/30/202017,3631,5382,3122,567N/A
6/30/202017,1831,2892,0002,248N/A
3/31/202018,1731,8122,0432,293N/A
12/31/201918,6082,116N/A2,063N/A
12/31/201818,9142,734N/A2,055N/A
12/31/201717,8141,227N/A2,098N/A

アナリストによる今後の成長予測

収入対貯蓄率: CARRの予測収益成長率 (年間19.2% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: CARRの収益 ( 19.2% ) はUS市場 ( 17.1% ) よりも速いペースで成長すると予測されています。

高成長収益: CARRの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: CARRの収益 ( 5.1% ) US市場 ( 11.9% ) よりも低い成長が予測されています。

高い収益成長: CARRの収益 ( 5.1% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: CARRの 自己資本利益率 は、3年後には高くなると予測されています ( 20.7 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/06/09 09:57
終値2026/06/09 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Carrier Global Corporation 23 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29

アナリスト機関
null nullArgus Research Company
Timothy WojsBaird
Julian MitchellBarclays