Carrier Global (CARR) Financial Forecast Calculator
Interactive 5-year forecast and DCF for Carrier Global. Adjust revenue growth, gross margin, capex intensity, WACC, and terminal growth - see revenue, free cash flow, and enterprise value update in real time. Seeded from Carrier Global’s most recent SEC filings.
Assumptions
Need this as an Excel model?
Keep iterating on the Carrier Global forecast in Excel. The downloadable sample has every assumption you see here plus a fully integrated income statement, balance sheet, cash flow, and debt schedule - five years of SEC historicals and live formulas in a fully editable workbook.
Other Industrials forecasts
Run the same calculator on a peer.
Frequently asked
What does Carrier Global Corporation do after its portfolio transformation?+
Carrier Global Corporation is now a pure-play provider of intelligent climate and energy solutions, focusing on heating, ventilation, air conditioning (HVAC), and transport refrigeration. This transformation, completed in late 2024, involved divesting its Fire & Security and Commercial Refrigeration businesses and acquiring Viessmann Climate Solutions. The company emphasizes sustainable climate technologies and an asset-light manufacturing model.
How does Carrier Global generate revenue and what are its key business segments?+
Carrier Global generates revenue through its climate and energy solutions, including HVAC and transport refrigeration products and services, with a strong focus on high-margin, recurring aftermarket services and digitally enabled lifecycle solutions. Its primary business segments are Climate Solutions Americas, Climate Solutions Europe, Climate Solutions Asia Pacific Middle East & Africa, and Climate Solutions Transportation.
What are the primary capital expenditure assumptions for Carrier Global in the financial model?+
The financial model assumes Carrier Global's capital expenditure as a percentage of revenue runs consistently between 1.5% and 2.0%. This capex is split approximately 60% for maintenance and 40% for growth, with growth investments targeting factory automation and new heat pump production lines.
What are some key profitability assumptions used in the Carrier Global financial model?+
Key profitability assumptions in the Carrier Global financial model include Cost of Goods Sold (COGS) as approximately 75.14% of revenue and Selling, General, and Administrative (SGA) expenses as approximately 14.26% of revenue. Research and Development (RD) is assumed to be about 2.40% of revenue.
What is the main purpose of the Carrier Global financial model and its forecast timeline?+
The Carrier Global financial model serves as a comprehensive equity valuation and scenario planning tool for equity research analysts. It is designed to assess the company following its significant 2024 portfolio transformation and has a forecast horizon from FY2026 through FY2030.
Is there a downloadable financial model available for Carrier Global, and what is its primary use?+
Yes, a downloadable Excel financial model is available for Carrier Global. Its primary use is to provide a detailed framework for equity research analysts to perform equity valuation and scenario planning for the company.
Have more financial modelling questions? Contact us
