Event-Driven Stocks

CARRIER GLOBAL Corp

CARRNYSE

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Signs● 3 good● 2 warningdetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23FY22FY21FY20
Revenue$21.75B$22.49B$18.95B$17.29B$20.61B$17.46B
Operating income$2.17B$2.65B$2.16B$3.98B$2.65B$3.08B
Net income$1.48B$5.60B$1.35B$3.53B$1.70B$2.01B
Total assets$37.19B$37.40B$32.82B$26.09B$26.17B$25.09B
Total liabilities$23.06B$23.01B$23.82B$18.01B$19.08B$18.52B
Equity$14.13B$14.39B$9.01B$8.08B$7.09B$6.58B
EPS (diluted)$1.72$6.15$1.58$4.10$1.87$2.25
Shares out.868.3M898.4M834.2M855.5M869.2M867.8M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
10.0%
Net margin
6.8%
Return on equity
10.5%
Return on assets
4.0%
Return on capital (ROCE)
7.2%
Liabilities / assets
62.0%
Debt / equity
1.63×
Book value / share
$16.27
Revenue growth (YoY)
−3.3%
Net income growth (YoY)
−73.5%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Altman Z″ (distress)
2.35grey zone
Accruals / assets
−2.8%clean
Piotroski F-Score
4/9mixed

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
57
/ 100
Profitability 100Growth 0Catalyst 33Earnings quality 100Financial strength 50

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.

Signs

● 2 warning● 3 good
  • Revenue declined year-over-year
  • Altman Z″ in the grey zone
  • Operating margin is positive
  • Positive operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 202619.4M3.5+16.6%
Apr 30, 202616.6M2.3-11.8%
Apr 15, 202618.9M2.8-7.2%
Mar 31, 202620.3M2.7+2.0%
Mar 13, 202619.9M3.1-1.4%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (3)