InsiderStreet Equity Research

Produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation for any investor. Do not rely on it for any investment decision.

Last Close

$55.00

2026-10-16

Market Cap

$45.3B

Volume

6.6M

52-Wk High

$76.76

52-Wk Low

$50.24

Trailing PE

37.8

P/S

2.05

Gross Margin

24.3%

Net Margin

5.5%

ROE

9%

ROIC

5%

Piotroski

7/9

Altman Z

2.4

1-Yr Return

-2.7%

5-Yr Return

+393.5%

Carrier Global Corporation is a worldwide provider of advanced technological solutions covering heating, ventilation, and air conditioning (HVAC), refrigeration, fire safety, security, and intelligent building automation. Its operations are structured across three primary business segments: HVAC, Refrigeration, and Fire & Security. The HVAC segment is dedicated to supplying products, controls, services, and complete solutions tailored to the heating, cooling, and ventilation requirements of both residential and commercial clients. Offerings in this area include air conditioning units, heating systems, various control mechanisms, aftermarket components, as well as post-installation repair, maintenance services, and building automation capabilities. The Refrigeration segment focuses on providing transport refrigeration and monitoring products and services. This includes digital solutions for diverse applications such as trucks, trailers, shipping containers, intermodal transport, food retail, and warehouse cooling. Additionally, it offers commercial refrigeration solutions like display cabinets, freezers, integrated systems, and their corresponding controls. The Fire & Security segment delivers a comprehensive suite of technologies for residential, commercial, and industrial environments. This encompasses detection systems for fire, flame, gas, smoke, and carbon monoxide; portable fire extinguishers; advanced fire suppression systems; intruder alarms; access control systems; video management systems; and electronic controls. Its service portfolio further extends to auditing, design, installation, system integration, ongoing maintenance, repair, and monitoring services. The company markets its extensive product range under numerous brands, including Autronica, Det-Tronics, Edwards, Fireye, GST, Kidde, LenelS2, Marioff, Onity, Supra, Carrier, Automated Logic, Bryant, CIAT, Day & Night, Heil, NORESCO, Riello, Carrier Commercial Refrigeration, Carrier Transicold, and Sensitech. Established in 2019, Carrier Global Corporation maintains its corporate headquarters in Palm Beach Gardens, Florida.

SectorIndustrialsIndustryIndustrial - MachineryExchangeNYSEMarket Cap$45.3BEmployees47,000 (SEC-filed)CEODavid L. GitlinIPO2020-03-19CountryUS

13995 Pasteur Boulevard, Palm Beach Gardens, FL 33418 · Tel 561 365 2000 · carrier.com

INSIDERSTREET SCORE42 / 100Street mean $69.00 (6 analysts, last qtr) — their number, not ours

INSIDER CONSENSUS SIGNALROUTINE SELLING — LOW SIGNAL$750M sold / 6 mo, zero open-market buys

1 Year vs S&P 500 · CARR -2.7% · S&P 500 +15.9% · spread -18.6pp

7 Years vs S&P 500 · CARR +393.5% · S&P 500 +261.9% · spread +131.6pp

Both charts indexed to 100 at the start of their window and drawn on a single shared scale, so the gap to the benchmark is the gap you see. Adjusted closes throughout.

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

INSIDERSTREET
SCORE42of 100

Score Breakdown

Profitability	32/100
Growth	20/100
Momentum	54/100
Quality	61/100
Earnings Quality	79/100
Balance Sheet	43/100
Value	36/100
Risk (safety)	65/100
Overall	42.5/100

Each component is a diagnostic reading on its own 0-100 scale. The overall score is computed separately from the underlying financials and is not the average of the rows above — components are not equally weighted and three of them (Momentum, Value, Risk) are derived partly from price rather than from the business.

Peer Comparison — IS Score

Symbol	IS Score
ROK	72
PCAR	49
IR	65
CMI	58
SYM	66
OTIS	54
CARR	42

IS Score Trend — quarterly

14 quarters, 23 Q1 to 26 Q2. Peak 54 in 24 Q2, latest 42 — -12 since. Fell in 2 of the last 4 quarters. Dashed line marks 40 on the 0-100 scale.

BUSINESS QUALITY42 / 100IS Score 42.5 / 100 · -11.7 from peak of 54

Fundamental factor model, quarterly. Measures how the business is doing - not where the price is going.

PRICE STRUCTUREBEARISHTechnical Score 25 / 100 · Power -50 · 5 of 22 indicator votes bullish

Vote share across trend, momentum, volume, volatility and pattern families. Describes where the price is, not where it is going.

Both readings sit below the midpoint — business quality at 42 and price structure at 25 out of 100 — so they are not in conflict. The fundamentals and the tape are saying the same thing, which is the case in which either one alone would have been enough.

Trigger	Where it stands now	What it would mean
IS Score reaches 55 and holds two consecutive quarters	now 42.5	would move us up one band
IS Score stops falling - one quarter higher than the prior	last four: 45 → 42 → 42 → 42	the direction matters more than the level
Technical vote share back above 50%	now 9%	price structure no longer broken
Institutional holder count rises two quarters running	peak 1,641 → now 1,641	fewer institutions willing to hold is our clearest warning

We publish these so the view can be shown to be wrong. If none of them move and our reading does, we owe you an explanation.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.

Site Convergence Score3 of 4top 4% of 29,420 symbols

Sources Aligned— of 3independent disclosures

Congress (180d)6 buys2026-09-11

Insider Buys (180d)0none disclosed

ETF Funds (30d)1059 up / 770 downnet +289 funds

Institutions Added (13F)151managers opening or increasing

Congressional and insider figures are disclosed purchases in the trailing 180 days; ETF figures are COUNTS OF FUNDS whose holding changed in 30 days, not dollars. Coincidence of separate disclosures, not coordination. An absent source means nothing qualifying was disclosed in its window.

Institutions holding — 12 quarters

Peak 1,641 · latest 1,641 (+0 from peak).

Quarter	Holders	13F shares	Value	Reported own%
2026 Q2	1,641	728.9M	$52.8B	87.7%
2026 Q1	1,490	717.3M	$39.9B	86.3%
2025 Q4	1,497	700.8M	$36.6B	84.3%
2025 Q3	1,475	708.3M	$41.9B	85.2%
2025 Q2	1,569	721.7M	$52.2B	86.8%
2025 Q1	1,510	719.6M	$45.2B	86.5%
2024 Q4	1,538	734.8M	$49.8B	88.4%
2024 Q3	1,527	749.9M	$59.7B	90.2%
2024 Q2	1,430	753.7M	$47.0B	90.7%
2024 Q1	1,399	756.2M	$43.6B	90.9%
2023 Q4	1,379	757.1M	$42.6B	91.0%
2023 Q3	1,292	776.0M	$41.9B	93.3%

How to read ownership above 100%. A 13F reports the positions a manager has investment discretion over, and where two or more managers share discretion over the same block, each one reports it. Summed across filers, the total can therefore exceed the shares actually outstanding without anything being wrong. We publish the figure as filed rather than netting it down, and flag separately any quarter where the arithmetic is not merely high but impossible.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Insider	Role	Date	Type	Shares	Value	Post-Txn Owned
Yildiz Beril	VP, Controller & CAO	2026-10-01	EXERCISE	1,065	—	1,065
Yildiz Beril	VP, Controller & CAO	2026-10-01	TAX W/H	260	$0.01M	805
Yildiz Beril	VP, Controller & CAO	2026-10-01	EXERCISE	1,065	—	0
Donato Thomas	President, CSE	2026-07-24	—	40,025	$2.88M	0
Barua Neil	director	2026-07-24	A-Award	2,831	—	2,831
Dryden Edward C.	President, CST	2026-07-01	EXERCISE	6,894	—	11,505
Dryden Edward C.	President, CST	2026-07-01	TAX W/H	2,147	$0.15M	9,358
Dryden Edward C.	President, CST	2026-07-01	EXERCISE	6,894	—	0

6-mo decomposition (Form 4)	Txns	Shares	Value	Signal weight
S — Open-market sales	1	12,094,823	$750.0M	Counted
M — Exercises (paired A/D)	4	63,895	—	None — mechanics
F — Tax withholding	4	25,249	$1.7M	None — compensation
P — Open-market purchases	0	0	$0	Counted — none occurred

Monthly Net Insider Flow (000 shares)

Net of acquisitions minus dispositions, all Form 4 types.

Signal Summary

SignalRoutine Selling — Low Signal

Open-Market Sells$750.0M1 txns / 6 mo

Open-Market Buys$0.0M0 txns / 6 mo

ClusterNone active3+ insiders / 21 days

Filed	Filer	Shares registered	Est. proceeds
2026-05-20	Viessmann Traeger Holdco Gmbh	12,094,823	$750.0M
2025-06-05	Viessmann Traeger Holdco Gmbh	4,267,425	$304.7M
2025-05-12	Kyle Crockett	3,735	$0.3M
2025-03-13	Kevin O'Connor	34,428	$2.2M
Trailing 12 mo	1 filings	12,094,823	$750M

Filed	Form	Reporting person	% of class	Shares
2026-08-12	SCHEDULE 13G/A	Capital Research Global Investors	12.80%	106.1M sh
2026-05-20	SCHEDULE 13D/A	Viessmann Generations Group GmbH & Co. KG	4.57%	38.0M sh
2026-05-20	SCHEDULE 13D/A	Maximilian Viessmann	4.57%	38.0M sh
2026-05-20	SCHEDULE 13D/A	Viessmann Traeger HoldCo GmbH	4.57%	38.0M sh

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Member	Chamber	Trade	Size band	Traded	Disclosed
Ro Khanna	House	BUY	$1,001 - $15,000	2026-09-11	2026-10-09
Ro Khanna	House	SELL	$1,001 - $15,000	2026-09-04	2026-10-09
Kevin Hern	House	SELL	$1,001 - $15,000	2026-08-14	2026-09-02
Tommy Tuberville	Senate	SELL	$1,001 - $15,000	2025-01-10	2026-08-05
Thomas Hawley Tuberville	Senate	SELL	$1,001 - $15,000	2025-01-10	2026-08-05
Tommy Tuberville	Senate	SELL	$1,001 - $15,000	2025-01-10	2025-02-14

House 12-Mo46 trades15 purchases

Senate 12-Mo0 tradesNone purchases

CoverageSTOCK Act filings30-45 day disclosure lag

13F Filers (last complete Q)1,490

13F Shares717M86.3% of shares out

New / Closed160 / 143positions, QoQ

Increased / Reduced519 / 534positions, QoQ

Put/Call (13F)0.97option positions

Free Float95.2%785M sh

2.8 · Largest Reporting 13F Managers

Manager	Shares	Value
Pinestone Asset Management Inc.	6.1M	$336M
Davenport & Co Llc	1.4M	$75M
Deprince Race & Zollo Inc	780,136	$43M
Cardinal Capital Management, Inc.	686,997	$38M
Vontobel Holding Ltd.	684,670	$38M
Wealth Enhancement Advisory Servic	669,201	$33M

EDGAR 13F holdings as of 2026-09-30; filer values normalized to dollars.

2.9 · Top ETF & Fund Ownership

Fund	Weight	Position
VITSX	0.1%	$1.4B
VTSAX	0.1%	$1.4B
VSMPX	0.1%	$1.4B
VTI	0.1%	$1.4B
VFFSX	0.1%	$1.2B
VFINX	0.1%	$1.2B

13F Filers Holding CARR — quarterly

Institutional Put/Call — quarterly

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Daily short-sale volume as % of volume reported in FINRA's short-sale file — a flow measure, not short interest; dashed = 50-day average.

Latest Session42.9%2026-10-15

20-Day Avg50.7%50-day 46.8%

TrendRising20d vs 50d

By Market CenterQ: 43% · N: 51% · B: 34%latest session

Weekly Notional ($B)

Where CARR Trades in the Dark

ATS Venue (4-wk)	Shares	Avg trade
Incr Intelligent Cross Llc	9.2M	69 sh
Ubsa Ubs Ats	7.0M	77 sh
Ebxl Level Ats	4.4M	42 sh
Pure Purestream	3.9M	47 sh
Mstx Ms Trajectory Cross (Ats-1)	3.8M	83 sh
Sgmt Sigma X2	3.5M	69 sh

Where a dollar of Carrier Global Corporation revenue goes. All values FY2025 filings, live.

Region	Revenue	Share
UNITED STATES	$11.1B	51%
Europe	$6.1B	28%
Asia Pacific	$3.8B	18%
Other Geographical Region	$678M	3%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

CARR (live moat model)Peer median: ROK · PCAR · IR · CMI · SYM

Component scores from the live moat model. Peer median illustrative.

Moat score 38/100 — None; primary source Efficient Scale.

3.8 · Employees (SEC filings)

Officer	Title
Michael Lotfy Gierges	President of Climate Solutions Asia Pacific, Middle East & Africa
David L. Gitlin	Chairman & Chief Executive Officer
Patrick Goris	Executive VP and Chief Financial & Strategy Officer
Timothy N. White	Senior VP of Engineering & Technology

Revenue ($B)

EPS ($) — GAAP diluted actual, street-basis estimate

Actual bars are GAAP diluted EPS from the filed income statement; the lighter forward bars are street-basis consensus. The two are different measures and are not comparable quarter to quarter.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Quarterly EPS — Actual vs. Consensus

Beats (>2%)4 of 6recent quarters

Avg Surprise+4.4%

Next Report2026-10-29

Income Quality1.87OCF ÷ net income

Beat Rate—%0 of 0 quarters

Current Streak0longest 0

Avg EPS Surprise—%median —%

Surprise Trend—last 4 vs prior 4

Period	EPS est.	EPS actual	EPS surprise	Rev est. ($M)	Rev actual ($M)	Rev surprise

Announcement dates to . Consensus as it stood at each report. Revenue surprise shown where both estimate and actual are filed. A beat record is history, not a forecast.

Profit Margins (%)

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Revenue by Segment — Stacked

Live segmentation data.

YoY Growth Heatmap — Income Lines

YoY growth	FY21	FY22	FY23	FY24	FY25
Revenue	+18.1%	-16.1%	+9.6%	+18.7%	-3.3%
Gross profit	+17.1%	-28.4%	+20.3%	+16.4%	-6.5%
Operating income	-14.2%	+50.6%	-45.8%	+22.5%	-18.7%
Net income	-16.0%	+112.4%	-61.8%	+315.4%	-73.4%

$B · FY ends	FY21	FY22	FY23	FY24	FY25
Revenue	20.6	17.3	19.0	22.5	21.7
Cost of revenue	14.6	13.0	13.8	16.5	16.1
Gross profit	6.0	4.3	5.2	6.0	5.6
R&D expense	0.5	0.4	0.5	0.7	0.6
SG&A expense	3.0	1.9	2.5	3.2	3.1
Operating income	2.6	4.0	2.2	2.6	2.2
EBITDA	2.9	2.3	2.7	3.6	2.8
D&A	0.3	0.3	0.5	1.2	0.9
Pretax income	2.4	3.8	2.0	2.3	1.8
Income tax	0.7	0.6	0.5	1.1	0.3
Net income	1.7	3.5	1.3	5.6	1.5
Diluted EPS ($)	1.87	4.10	1.63	6.15	1.70
Diluted shares (M)	890	861	853	912	847

Operating CF$2B

CapEx$0B

Free cash flow$2B

SBC$0B

Buybacks$3B

Net cash change$-2B

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Balance Sheet — Full

$B	FY22	FY23	FY24	FY25
Cash & equivalents	3.5	9.9	4.0	1.6
ST investments	0.0	0.0	0.0	0.0
Receivables (net)	3.4	2.1	2.7	2.6
Total current assets	9.9	19.6	9.9	8.5
PP&E (net)	2.9	2.6	3.6	3.7
Goodwill + intangibles	11.3	8.5	21.0	21.8
Total assets	26.1	32.8	37.4	37.2
Accounts payable	2.8	2.5	2.5	2.7
Short-term debt	0.1	0.1	1.3	0.5
Deferred revenue	0.4	0.4	0.6	0.0
Total current liabilities	6.0	7.0	7.9	7.1
Long-term debt	8.7	14.2	11.0	11.8
Total liabilities	18.0	23.8	23.0	23.1
Shareholders' equity	8.1	9.0	14.4	14.1

Cash Flow Statement — Full

$B	FY22	FY23	FY24	FY25
Net income	3.2	1.5	1.2	1.5
D&A	0.3	0.5	1.2	1.3
Stock-based compensation	0.1	0.1	0.1	0.1
Working capital change	(0.2)	0.5	0.3	(0.1)
Operating cash flow	1.7	2.6	0.6	2.1
Capital expenditures	(0.3)	(0.4)	(0.5)	(0.4)
Investing cash flow	1.7	(0.7)	(2.0)	(0.3)
Buybacks	(1.4)	(0.1)	(1.9)	(2.9)
Dividends paid	(0.5)	(0.6)	(0.7)	(0.8)
Debt issuance / (repay)	(1.0)	5.5	(1.9)	(0.9)
Financing cash flow	(2.9)	4.6	(4.6)	(4.7)
Free cash flow	1.4	2.2	0.0	1.7

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Balance Sheet Structure ($B)

Cash Generation vs Capex ($B)

Left: what the balance sheet is made of — the gap between the assets bar and the liabilities bar is book equity. Right: whether the capex bar is covered by the operating-cash bar; where it is not, the difference was funded externally and free cash flow goes negative.

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
PROFITABILITY
ROE	25.6%	48.7%	16.4%	49.2%	10.6%	9%
ROA	6.5%	13.5%	4.6%	16.0%	4.0%	3.3%
ROIC	13.4%	27.7%	11.1%	6.2%	7.3%	5.0%
Gross margin	29.1%	24.9%	27.3%	26.8%	25.9%	24.3%
Operating margin	12.8%	23.0%	11.4%	11.8%	9.9%	7.1%
Net margin	8.1%	20.4%	7.1%	24.9%	6.9%	5.5%
EBITDA margin	14.1%	13.2%	14.2%	15.8%	12.8%	13.8%
FCF margin	9.2%	6.8%	10.1%	0.2%	9.6%	—
VALUATION
P/E	27.43	9.58	35.59	10.89	30.15	37.8
P/B	6.74	4.36	5.53	4.34	3.24	3.5
P/S	2.21	1.66	2.25	2.72	2.06	2.05
P/FCF	24.11	24.35	22.26	1387.54	21.37	23.8
EV/EBITDA	18.28	13.78	17.78	19.59	17.83	18.4
EV/Revenue	2.57	1.94	2.48	3.10	2.57	2.6
Earnings yield	3.6%	10.4%	2.8%	9.2%	3.3%	2.67%
FCF yield	4.1%	4.1%	4.5%	0.1%	4.7%	4.19%

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
LEVERAGE & SOLVENCY
Current ratio	1.72	1.64	2.80	1.25	1.20	1.02
Quick ratio	1.42	1.20	2.54	0.96	0.85	0.72
Debt / equity	1.51	1.21	1.69	0.90	0.92	0.94
Debt / assets	39.1%	35.9%	44.6%	34.0%	34.1%	33.2%
Net debt / EBITDA	2.50	2.03	1.61	2.45	3.55	3.61
Interest coverage	8.11	8.28	7.36	4.02	5.39	—

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
EFFICIENCY
Asset turnover	0.80	0.78	0.72	0.64	0.58	0.59
Receivables turnover	7.95	7.80	8.67	9.51	8.22	6.8
DSO (days)	46	47	42	38	44	54
DPO (days)	53	63	64	55	58	70
Cash conversion cycle	38	40	32	29	40	44
GROWTH (YoY)
Revenue growth	18.1%	-0.9%	4.3%	5.6%	-3.3%	—
Net income growth	-16.0%	112.4%	-61.8%	315.4%	-73.5%	—
EPS growth	-18.1%	121.4%	-61.9%	292.8%	-71.7%	—
FCF growth	37.2%	-26.6%	55.2%	-98.0%	4659.1%	—
PER SHARE ($)
EPS (diluted, TTM)	1.87	4.15	1.58	6.20	1.75	1.47
Book value / share	7.62	9.10	10.16	15.59	16.30	16.20
Revenue / share	23.20	23.96	24.94	24.89	25.68	26.59
FCF / share	2.13	1.63	2.53	0.05	2.47	2.29
Cash / share	3.36	4.13	11.53	4.39	1.84	1.62
SHAREHOLDER RETURN & SCORES
Buyback yield	1.2%	4.1%	0.1%	3.2%	6.5%	3.26%
Altman Z-Score	2.92	2.72	2.85	2.89	2.42	2.4
Piotroski F-Score	6	5	5	4	4	7/9
Beneish M-Score	-2.72	-1.90	-3.23	-1.10	-2.42	-2.63

Model	Score	Zone	Note
Piotroski F-Score	7 / 9	Strong
Altman Z-Score	2.4	Grey zone	Grey
Income quality	1.87	Cash-backed	OCF ÷ net income
Beneish M-Score	-2.63	Non-manipulator	vs −2.22 threshold

DuPont Decomposition (TTM)	Value
Tax burden	0.92
Interest burden	0.76
Operating margin	7.9%
Asset turnover	0.58×
Financial leverage	2.72×
= ROE	9%

Growth Quality (live)	Value
Revenue stability	0.76
Earnings stability	0.01
Earnings persistence	0.50
Revenue CAGR 3y	0.4%
EPS CAGR 3y	-16.9%
FCF CAGR 3y	-2.4%

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Buyback Yield3.26%

Dividend Yield1.72%

Total Shareholder Return4.53%cash yield

SBC / Revenue0.2%dilution pressure

Company	Mkt cap	P/E	ROE	Net margin	Rev growth	Piotroski	1-yr ret
ROK	$47.4B	39.9	35%	17.6%	+11.3%	9/9	+22.9%
PCAR	$58.3B	23.3	13%	10.0%	-12.3%	5/9	+19.3%
IR	$30.2B	31.7	9%	12.5%	+7.8%	7/9	+2.6%
CMI	$73.1B	27.0	22%	9.9%	+2.9%	6/9	+26.2%
SYM	$28.0B	404.7	3%	1.6%	+20.6%	6/9	—
OTIS	$27.2B	18.2	-27%	11.1%	+5.2%	5/9	—
ITW	$77.5B	24.6	105%	18.9%	+4.3%	6/9	—
DOV	$26.4B	23.4	15%	14.3%	+7.6%	7/9	—

1-yr returns computed from adjusted price history; peers without a tracked series show —.

Buy

26 Analysts

Str Sell (0)Sell (0)Hold (13)Buy (13)Str Buy (0)

Mean Target (qtr)$69.006 targets

Target vs. Price+25.5%last-quarter mean

Next Report2026-10-29street $0.76

Consensus estimates	Revenue mean	High / Low	EPS mean	High / Low	# EPS est.
FY2026	$23.33B	$23.78B / $23.02B	$2.89	$2.92 / $2.83	14
FY2027	$24.60B	$25.77B / $23.82B	$3.30	$3.52 / $3.11	14
FY2028	$26.02B	$27.62B / $24.91B	$3.75	$4.75 / $2.97	7

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Street Price Target — Trajectory

Window	Avg Target	vs. Price	# Targets
Last Month	$67.20	+22.2%	5
Last Quarter	$69.00	+25.5%	6
Last Year	$69.63	+26.6%	19
All Time	$66.13	+20.2%	60

Rolling mean of published targets vs. last close $55.00. Aggregated from StreetInsider, Benzinga, Pulse 2.0.

Third-Party Composite Rating

C+

DCF

3/5

ROE

3/5

ROA

3/5

Debt/Eq

1/5

P/E

1/5

P/B

1/5

Independent quant composite as of 2026-10-16; components scored 1–5 (5 best). Shown for contrast with the InsiderStreet Score — methodologies differ.

CARR -2.7% vs S&P 500 +15.9% — spread -18.6pp

Sector — XLI +10.7%

Peer Set — indexed to 100

All series indexed to 100 at the start of the window, adjusted closes.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Candlesticks with SMA 20/50 overlay, Bollinger (20,2σ) band, volume, and Wilder RSI(14) — computed from live daily OHLCV.

Moving Average	Value	Distance	% Distance	Signal
SMA 20	$55.28	-0.28	-0.51%	Below
SMA 50	$57.69	-2.69	-4.66%	Below
SMA 200	$61.69	-6.69	-10.84%	Below
EMA 9	$55.10	-0.10	-0.18%	Below
EMA 21	$55.60	-0.60	-1.08%	Below
EMA 50	$57.79	-2.79	-4.83%	Below
EMA 200	$61.31	-6.31	-10.29%	Below

Series and readings from the nightly technical-indicator history — identical data to the site's ribbon chart. Supertrend segments colored by direction.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

TECHNICAL VERDICTBEARISHPower Score -505 of 22 indicator votes bullish

Family Scores (site weights)

Trend 30%11

Momentum 25%20

Volume 20%38

Volatility 10%17

Patterns 15%50

This Week9% bullishof 11 price-based votes

4 Weeks Ago9%+0 pts since

12 Weeks Ago55%-46 pts since

ReadStabilizingweek-over-week trajectory

Price vs SMA 20$55.28

Price vs SMA 50$57.69

Price vs SMA 200$61.69

EMA 9/21 Cross55.1/55.6

SMA 50/200Death

ADX DirectionADX 20

Supertrend$58

Parabolic SAR$57

SMA Slope0.050

RSI43.1

Stochastic K/D36/35

StochRSI K/D44/44

Williams %R-55

CCI-7

TSI vs Signal-17.0

CMO-13.9

ROC-0.25%

OBV SignalDistrib

Chaikin MF0.120

MFI43

Force Index-0M

Elder Ray Bull0.23

RSI (14)30 oversold · 70 overbought

Stochastic %Kvs %D 35

Money Flowvolume-weighted RSI

ADXtrend strength · <20 weak

Williams %Rinverted scale

Level	Value	Level	Value
Pivot / R1 / R2	$54.65 / $55.53 / $56.10	S1 / S2	$54.08 / $53.20
Bollinger (20,2)	$54.27 – $56.28	Squeeze	ON
52-wk range	$50.02 – $76.76	Off 52-wk high	-28.4%
ATR (14)	$1.43 (2.6%)	Historical vol	18.6%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

+1.4%Jan50%

-0.5%Feb33%

+7.6%Mar86%

+0.4%Apr50%

+5.9%May83%

+4.1%Jun83%

+11.3%Jul83%

+2.3%Aug50%

-2.7%Sep33%

-0.5%Oct50%

+5.0%Nov83%

-1.7%Dec50%

Sample: 6 years — treat short histories as suggestive, not statistical.

Computed from live weekly prices	CARR	S&P 500
Weekly volatility (σ, 1y)	5.15%	1.83%
Best / worst week (1y)	+13.7% / -12.0%	—
Max drawdown (5y, monthly)	-38.4%	—
1-week VaR (95%)	-9.0%	—
Beta (5y)	1.30	1.00

CARR EQUITY WEATHER (LIVE)RAINY · -31

Trend-43

Momentum-14

Volume-32

Volatility-30

Breadth-32

MARKET REGIME (2026-10-16)NEUTRAL

VIX19.99Normal

Dow TheoryConfirmed Bearish

SPY / QQQ TSI7.2 / 4.7trend strength

Sector Strength46/100breadth average

Average sentiment of 146 stories, weekly buckets, −1 to +1.

This space intentionally left blank — the next section begins on the following page

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Overall-30.7-4.0 vs industry

Trend-43.5-11.9 vs industry

Momentum-14.4+16.8 vs industry

Volume-31.6-14.2 vs industry

Reading	CARR	Industrial - Machinery n=1,754	Industrials n=9,922	All US symbols n=70,435
Overall	-30.7	-26.7	-24.1	-20.5
Trend	-43.5	-31.6	-26.2	-21.3
Momentum	-14.4	-31.2	-24.5	-15.8
Volume	-31.6	-17.4	-22.6	-3.8

Trend, momentum and volume are computed per company. Volatility and breadth are market-regime values shared by every symbol in the universe, so they are reported once under Market Regime rather than compared here - a company cannot differ from its sector on a constant.

Executive	Total comp	Structure
David L. Gitlin Chairman & Chief Executive O	$15.0M	44% equity+incentive
Michael L. Gierges President, CSAME	$7.1M	30% equity+incentive
Patrick Goris EVP, Chief Financial & Strateg	$4.9M	42% equity+incentive
Gaurang Pandya President, CSA	$3.4M	40% equity+incentive
Edward Dryden President, CST	$3.2M	44% equity+incentive

Pillar (live disclosure scores)	Score
Environmental	80
Social	74
Governance	65
Composite ESG	73

Composite ESG Trend

Filed	8-K contents	Items
2026-07-28	Earnings Release; Exhibits	2.02,9.01
2026-07-24	Officer/Director Change; Exhibits	5.02,9.01
2026-04-30	Earnings Release; Exhibits	2.02,9.01
2026-04-16	Shareholder Vote	5.07
2026-02-05	Results of Operations and Financial Condition	2.02
2025-10-28	Results of Operations and Financial Condition; Regulation FD Disclosur	2.02,7.01,9.01
2025-09-04	Departure/Election of Directors; Appointment of Officers	5.02
2025-07-29	Other Events; Financial Statements and Exhibits	8.01,9.01

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.

DISCLOSURES. This document is produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation tailored to any person. Data is sourced as of the dates shown and may no longer be current. InsiderStreet.ai is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Do not make any investment decision based on this document. © 2026 InsiderStreet.ai — all rights reserved. Redistribution prohibited.

Data domain	Source	Coverage for this report
Price & volume	market_db.historical_prices	52 rows
Fundamentals	income_statements_annual	6 rows · 2020 to 2025
Reported vs consensus	fact/earnings_calendar	24 rows · 2020-07-30 to 2026-04-30
Analyst estimates	dim/forward_estimates	3 rows · 2026-12-31 to 2028-12-31
Institutional ownership (13F)	holdings_db.institutional_ownership_summary	33 rows · 2010 to 2026
Insider transactions (Form 4)	edgar/form4	12 rows · 2026-05-01 to 2026-10-01
Proposed sales (Form 144)	edgar/form144	1 record
Beneficial ownership (13D/G)	edgar/13dg	4 rows · 2026-05-20 to 2026-08-12
Short-sale volume (FINRA)	edgar/short_volume_daily	60 rows · 2026-07-23 to 2026-10-15
Dark pool (ATS, tier 1)	edgar/darkpool_weekly	12 rows · 2026-06-15 to 2026-08-31
ETF & fund holding	etf_holdings_changelog (30d)	1 record
Peer set	stock_peers_dynamic	8 rows
Industry medians	industry_medians	1 record
Congressional trades	congress_db (House + Senate)	1 record
ESG	fact/esg_disclosures	1 record

Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.

Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.

Carrier Global Corporation (CARR)

Carrier Global Corporation (CARR)

Score Breakdown

Peer Comparison — IS Score

IS Score Trend — quarterly

Carrier Global Corporation (CARR)

Institutions holding — 12 quarters

Carrier Global Corporation (CARR)

Monthly Net Insider Flow (000 shares)

Signal Summary

Carrier Global Corporation (CARR)

2.8 · Largest Reporting 13F Managers

2.9 · Top ETF & Fund Ownership

13F Filers Holding CARR — quarterly

Institutional Put/Call — quarterly

Carrier Global Corporation (CARR)

Where CARR Trades in the Dark

Carrier Global Corporation (CARR)

3.8 · Employees (SEC filings)

Carrier Global Corporation (CARR)

Carrier Global Corporation (CARR)

Carrier Global Corporation (CARR)

Balance Sheet — Full

Cash Flow Statement — Full

Carrier Global Corporation (CARR)

Carrier Global Corporation (CARR)

Carrier Global Corporation (CARR)

Carrier Global Corporation (CARR)

Street Price Target — Trajectory

Third-Party Composite Rating

Carrier Global Corporation (CARR)

Carrier Global Corporation (CARR)

Family Scores (site weights)

Carrier Global Corporation (CARR)

Carrier Global Corporation (CARR)

Carrier Global Corporation (CARR)