Schaeffer's Top Stock Picks for '25

Investors Should Be Cautious if Considering Carrier Global Stock

Analyzing CARR’s fundamentals ahead of earnings

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Carrier Global Corporation (NYSE:CARR) is an American multinational home appliances corporation. CARR provides building and cold chain solutions. For example, Carrier Global offer manufacturing and distributing heating, ventilating and air conditioning systems, manufacturing commercial refrigeration and foodservice equipment, and fire and security technologies. At last glance, CARR was down 3.4% at $51.52.

On Oct. 7, Carrier Global Corporation announced that the leadership team will release third-quarter earnings on Thursday, October 28. So far, CARR has outperformed earnings expectations on three of its last four earnings reports released.

For Q3 of 2020, Carrier Global beat analysts’ estimates by a margin of $0.21, reporting an EPS of $0.67. In Q4 2020 CARR's EPS decreased to $0.31, missing expectations by a margin of $0.05. For Q1 of 2021, Carrier Global had an increase in earnings, rising to $0.48 per share. The appliance company also beat estimates by a margin of $0.11. For Q2 of 2021, CARR reported an EPS of $0.64 and beat expectations by a margin of $0.09. Analysts expect the appliance company’s EPS to come in at $0.66 for its upcoming report.

Carrier Global stock has increased about 61% in price year-over-year and is up 75% since reaching a 52-week low of $31.63 last October. Additionally, shares of CARR have grown 31% year-to-date but Carrier Global stock is currently down 6% from its all-time high of $58.89 reached in late August. Moreover, Carrier Global Corporation offers a forward dividend of $0.48 and a dividend yield of 0.90%.

Overall, Carrier Global stock is not fundamentally sound despite trading at a decent price-earnings ratio of 18.36. On top of that, Carrier Global carries a relatively weak balance sheet, holding $2.63 billion in cash and $10.36 billion in total debt. And, to top everything off, CARR has a forward price-earnings ratio of 21.14, signaling an expected decrease in earnings for Carrier Global stock and making its valuation far less attractive.

These options do look well-priced, however. The stock's Schaeffer's Volatility Index (SVI) of 26% stands higher than 14% of all other readings in its annual range, implying that options players are pricing in low volatility expectations on CARR. 

 
 

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