Carrier Global Corporation

NYSE:CARR 주식 리포트

시가총액: US$57.1b

Carrier Global 경영진

경영진 기준 점검 4/4

Carrier Global CEO는 Dave Gitlin, Jun2019 에 임명되었습니다 의 임기는 7.08 년입니다. 총 연간 보상은 $14.96M, 10% 급여 및 90% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $59.64M 가치에 해당하는 회사 주식의 0.1% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.8 년과 6.3 년입니다.

핵심 정보

Dave Gitlin

최고경영자

US$15.0m

총 보수

CEO 급여 비율10.02%
CEO 재임 기간7.1yrs
CEO 지분 보유율0.1%
경영진 평균 재임 기간2.8yrs
이사회 평균 재임 기간6.3yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha Jul 13

Carrier Global Corporation Is Too Hot For My Comfort (Downgrade)

Summary Carrier Global Corporation has delivered strong revenue growth and operational changes, but current valuation limits further upside. I downgrade CARR to Hold as shares are expensive on an absolute basis, despite being cheaper than peers. Short-term headwinds include declining residential HVAC sales and mixed profitability, with analysts expecting near-term revenue and net income declines. Long-term CARR positives include robust aftermarket growth, an expanding CHVAC market, and strategic exposure to data center and energy transition trends. Read the full article on Seeking Alpha
내러티브 업데이트 Jun 26

CARR: Data Center Cooling Pivot Will Likely Cap Returns At Current Levels

Carrier Global's analyst price target has increased from $55 to about $62, with analysts attributing the change to updated earnings models, data center exposure, and a view in recent initiations and revisions that the stock is fairly valued around a $75 target. Analyst Commentary Recent research on Carrier Global highlights a mix of updated models, sector exposure to data centers, and a generally balanced view on valuation.
분석 기사 Jun 19

Carrier Global (CARR) Stock Could Be 5.9% Undervalued After Europe Leadership Change

Carrier Global (CARR) is drawing attention after announcing a leadership transition in its Climate Solutions Europe segment, with Thomas Donato taking over as president from long-serving executive Thomas Heim. See our latest analysis for Carrier Global. Carrier Global's recent leadership change in Climate Solutions Europe lands at a time when the stock has strong short term momentum, with a 30 day share price return of 16.88% and a year to date share price return of 34.17%, alongside a 5 year...
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
새로운 내러티브 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?
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
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

CEO 보수 분석

Dave Gitlin의 보수는 Carrier Global의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$1b

Dec 31 2025US$15mUS$2m

US$1b

Sep 30 2025n/an/a

US$1b

Jun 30 2025n/an/a

US$2b

Mar 31 2025n/an/a

US$1b

Dec 31 2024US$66mUS$1m

US$1b

Sep 30 2024n/an/a

US$2b

Jun 30 2024n/an/a

US$1b

Mar 31 2024n/an/a

US$1b

Dec 31 2023US$18mUS$1m

US$1b

Sep 30 2023n/an/a

US$1b

Jun 30 2023n/an/a

US$2b

Mar 31 2023n/an/a

US$3b

Dec 31 2022US$13mUS$1m

US$3b

Sep 30 2022n/an/a

US$4b

Jun 30 2022n/an/a

US$3b

Mar 31 2022n/an/a

US$3b

Dec 31 2021US$15mUS$1m

US$2b

Sep 30 2021n/an/a

US$2b

Jun 30 2021n/an/a

US$2b

Mar 31 2021n/an/a

US$2b

Dec 31 2020US$15mUS$958k

US$2b

Sep 30 2020n/an/a

US$2b

Jun 30 2020n/an/a

US$1b

Mar 31 2020n/an/a

US$2b

Dec 31 2019US$8mUS$967k

US$2b

보상 대 시장: Dave의 총 보수(USD14.96M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.63M) 수준입니다.

보상과 수익: Dave의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Dave Gitlin (57 yo)

7.1yrs
재임 기간
US$14,962,913
보수

Mr. David L. Gitlin, also known as Dave, is Independent Director of The Boeing Company from June 21, 2022. He serves Chief Executive Officer of Carrier Global Corporation since June 2019, Director since Ap...


리더십 팀

이름직위재임 기간보수지분
David Gitlin
Chairman & CEO7.1yrsUS$14.96m0.10%
$ 59.6m
Patrick Goris
Executive VP and Chief Financial & Strategy Officer5.7yrsUS$4.89m0.015%
$ 8.8m
Gaurang Pandya
President of Climate Solutions Americas & Europe Commercial3.5yrsUS$3.44m0.0060%
$ 3.4m
Edward Dryden
President of Climate Solutions Transportation2yrsUS$3.23m0.0011%
$ 644.7k
Michael Gierges
President of Climate Solutions Asia Pacific1.3yrsUS$7.06m0.00048%
$ 273.9k
Machiel Duijser
Senior Vice President of Operations1.5yrs데이터 없음데이터 없음
Beril Yildiz
VP, Controller & Chief Accounting Officerless than a year데이터 없음데이터 없음
Timothy White
Senior VP of Engineering & Technologyless than a yearUS$3.39m데이터 없음
Michael Rednor
Vice President of Investor Relationsno data데이터 없음데이터 없음
Nadia Villeneuve
Senior VP and Chief People & Communications11.5yrs데이터 없음0.014%
$ 7.7m
Bobby George
Senior VP & Chief Digital Officerno data데이터 없음데이터 없음
Ajay Agrawal
Senior VP of Global Services & Chief Business Development Officer6.8yrsUS$4.31m0.014%
$ 7.9m
2.8yrs
평균 재임 기간
52yo
평균 나이

경험이 풍부한 관리: CARR의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.8 년).


이사회 구성원

이름직위재임 기간보수지분
David Gitlin
Chairman & CEO6.3yrsUS$14.96m0.10%
$ 59.6m
Michael McNamara
Independent Director6.3yrsUS$356.28k0%
$ 0
Jean-Pierre Garnier
Independent Director6.3yrsUS$326.28k0.0022%
$ 1.2m
Susan Story
Independent Director3.5yrsUS$345.13k0%
$ 0
Michael Todman
Independent Director6.3yrsUS$376.28k0%
$ 0
Amy Miles
Independent Director1.5yrsUS$548.52k0.000030%
$ 17.1k
Charles Holley
Independent Director6.3yrsUS$366.81k0%
$ 0
Virginia Wilson
Independent Director6.3yrsUS$416.11k0%
$ 0
Maximilian Viessmann
Director2.5yrsUS$325.83k0%
$ 0
John Greisch
Lead Independent Director6.3yrsUS$388.45k0.0043%
$ 2.4m
Aumar Abbassciy
Alternate Director4.3yrs데이터 없음데이터 없음
6.3yrs
평균 재임 기간
68.5yo
평균 나이

경험이 풍부한 이사회: CARR의 이사회경험이 있음으로 간주됩니다(평균 재임 6.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/20 19:23
종가2026/07/17 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드YouTube 튜토리얼도 제공하고 있습니다.

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산업 및 섹터 지표

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분석가 소스

Carrier Global Corporation는 29명의 분석가가 다루고 있습니다. 이 중 23명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
null nullArgus Research Company
Timothy WojsBaird
Varun GovindarajBernstein