CARR NYSE Week ended 31 Jul 2026

Weekly Investor Report

Carrier Global Corp · Industrials · Building Products & Equipment

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Latest close 61.81 USD
-10.3% latest week
Weekly setup

Mixed setup

The weekly trend is active. Price is -2.2% below the Trend Line and sits at 44.9% of its 52-week range. The latest completed week returned -10.3%, after a -11.5% four-week move. The latest factor snapshot indicates quality is middle-of-the-pack; growth ranks weakly; valuation is expensive relative to peers. Options positioning is volatility with 56/100 conviction, while the latest news-sentiment score is 55/100. Near-term considerations: earnings are due in 3d.

Setup score 50 out of 100
Latest Close 61.81 USD 31 Jul 2026
1W Return -10.3% latest completed week
4W Return -11.5% short-term follow-through
12W Return -7.5% quarterly tape
Trend Breadth 36.5% 19 of 52 weeks active
Volume Ratio 1.9x vs 13-week average
What is working
  • The trend backdrop is active with a 17-week active streak.
  • Activity pressure is positive on the latest completed week.
  • Volume is elevated versus the 13-week average, confirming attention.
  • Next-week expectancy is positive at 58.46% based on similar historical setup states.
What could go wrong
  • Price is below the Trend Line, which keeps downside pressure in focus.
  • Price is below Fair Value, so the market is still discounting the latest tape.
  • The latest week was a sharp negative move.
  • Latest weekly return ranks in the weaker part of its sector group.
What to watch next
  • Trend Line remains the key weekly regime level.
  • Activity pressure is the gauge to monitor for confirmation or fade.
  • A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through -10.3% Latest completed week; four-week move -11.5%. Indicator stack 65/54 Trend and activity pressure are weighted against the latest 12-week confirmation window. Trend backdrop Active The trend backdrop defines the current weekly regime. Patient Capital Quiet Activity-pressure buy-signal status for institutional accumulation timing. Next-Week Expectancy Positive 58.46% Historical one-week expectancy contributes to the evidence score when direction is confirmed. Options pressure Volatility 56/100 conviction; expected move 12.0%. News sentiment 55/100 54 relevant articles in the latest sentiment read. Event risk 3d Next report is scheduled for 04 Aug 2026; event risk rises as the date approaches.
01 · Price action

Where price is—and whether the trend supports it

The weekly trend is active. Price is -2.2% below the Trend Line and sits at 44.9% of its 52-week range. The latest completed week returned -10.3%, after a -11.5% four-week move.

Study the full chart

52-week price path

Price vs Trend Line and Fair Value
Price Trend Line Fair Value
02 · Volume and demand

Is real participation confirming the move?

Latest weekly volume is 1.9x the 13-week average. Participation is unusually strong and confirms that the move is attracting attention.

26-week volume confirmation

Bar height shows volume; colour shows the weekly price direction
6 Feb 13 Feb 20 Feb 27 Feb 6 Mar 13 Mar 20 Mar 27 Mar 3 Apr 10 Apr 17 Apr 24 Apr 1 May 8 May 15 May 22 May 29 May 5 Jun 12 Jun 19 Jun 26 Jun 3 Jul 10 Jul 17 Jul 24 Jul 31 Jul
Up week Down week
Demand beneath price

Activity pressure and institutional-style signals

These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.

Activity pressure path

Latest 0.8612-week average 0.67

12-week confirmation

Trend active12/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure12/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership7/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.86Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers0No reversal markers

No recent accumulation markers. No reversal markers.

03 · Momentum and leadership

Is performance persistent—and is the stock leading?

Performance is -11.5% over four weeks, -7.5% over 12 weeks, and -6.6% over one year. The current trend has remained active for 17 consecutive weeks.

Performance by holding period

1W-10.3%
4W-11.5%
12W-7.5%
26W4.1%
52W-6.6%
Active trend streak17 weeks
Active weeks in one year19
Trend breadth36.5%

Activity pressure vs relative leadership

Activity pressureRelative leadership
Pressure0.49Latest activity-pressure read.
Pressure change-60.2%Four-week change in activity pressure.
Leadership-6.77Latest relative-leadership reading.
RS change-326.8%Four-week change in relative leadership.
04 · Fundamentals and valuation

What investors are paying for—and the quality behind it

The latest factor snapshot indicates quality is middle-of-the-pack; growth ranks weakly; valuation is expensive relative to peers.

Open full factor analysis
Factor week 26 Jul 2026 Financial statements through 31 Mar 2026 Field coverage 97% Model confidence 93%

Relative factor standing

Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.

Overall factor strength3/100Blend of value, momentum, and quality. Underlying universe rank 98; rank 1 is best.
Value8/100Relative valuation strength. Underlying universe rank 93; rank 1 is best.
Quality23/100Profitability and accounting quality. Underlying universe rank 78; rank 1 is best.
Momentum20/100Medium-term price momentum. Underlying universe rank 81; rank 1 is best.
Growth2/100Revenue and earnings growth. Underlying universe rank 99; rank 1 is best.
How to read this

Quality and valuation are separate questions

A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.

Value-quality framework26/100Value and quality alignment from the Sharemaestro SVQF framework.

Valuation

How much investors are paying for earnings, sales, and cash flow.

P/E
43.7x
Price divided by trailing earnings.
Price / sales
2.6x
Market value relative to trailing revenue.
EV / EBITDA
21.7x
Enterprise value relative to operating cash earnings.
Free-cash-flow yield
3.6%
Free cash flow as a share of enterprise value.

Business quality

Margins and the return generated on invested capital.

Gross margin
24.8%
Gross profit retained from each unit of revenue.
Operating margin
8.6%
Operating profit retained from revenue.
Free-cash-flow margin
11.5%
Free cash flow generated from revenue.
Return on invested capital
7.4%
Operating return generated on invested capital.

Growth and financial strength

Recent business growth and accounting strength.

Revenue growth
-1.9%
Latest one-year revenue growth.
EPS growth
-77.2%
Latest one-year earnings-per-share growth.
Free-cash-flow growth
68.6%
Latest one-year free-cash-flow growth.
Piotroski F-score
4/9
Nine-point accounting-strength checklist.

Shareholder return and balance sheet

Cash returned to owners and financial leverage.

Dividend yield
1.4%
Cash dividends relative to market value.
Buyback yield
3.3%
Net share repurchases relative to market value.
Shareholder yield
4.7%
Dividend yield plus net buyback yield.
Net debt / EBITDA
3.5x
Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment

What other market participants are doing

Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.

Options positioningVolatility

CARR shows volatility options pressure with a 56/100 conviction score, put-call volume ratio of 3.88, expected move of 12.0%, and Sharemaestro trend signal active.

Conviction56/100
Expected move12.0%
Put/call volume3.88
Pressure-66
Speculation41
Volatility96
Trend agreement40
Open options detail
Insider activity13 / 7

13 acquisitions and 7 disposals in the latest 180-day insider tape.

Acquisitions / disposals over the latest 180 days. Insider activity is context, not a stand-alone signal.
News sentiment55/100

Weighted news tone is neutral across 54 relevant articles.

16 positive · 32 neutral · 6 negative
Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal
06 · Catalysts and risk

What can move the shares—and how volatile the path has been

Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.

Next earnings3dNext report is scheduled for 04 Aug 2026; event risk rises as the date approaches.
Options expected move12.0%Nearest-chain priced movement where available.
52-week drawdown-19.2%Distance below the 52-week high.
13-week volatility3.9%Standard deviation of weekly returns.

Weekly gains and losses

Latest 26 completed weeks

Each bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.

Weeks higher13 of 2613 weeks finished lower.
Best week+13.7%Week of 10 Apr.
Worst week-10.3%Week of 31 Jul.
Latest week-10.3%Week of 31 Jul.

Shape of recent returns

Strong gains6
Modest gains7
Flat weeks0
Modest losses8
Sharp losses5
Recent vol3.9%13-week weekly-return volatility.
Base vol4.4%52-week weekly-return volatility.
Up/down split23/29Count of positive and negative weeks in the 52-week window.
Average skew3.8% / -3.1%Average positive week versus average negative week.
07 · Sector and peer context

Is this stock leading—or simply moving with its group?

Sector and industry breadth distinguish company-specific strength from a broad group move.

08 · Evidence and weekly data

The underlying research record

Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.

Weekly tape55/100

Trend, activity pressure, participation, and risk combine to a 55/100 tape read.

 Indicator analysis81/100

Latest 12-week confirmation: trend 12/12, activity pressure 12/12, relative leadership 7/12.

Activity pressure 0.86; No reversal markers Next-Week ExpectancyPositive 58.46%

Next-week expectancy is positive with a 58.46% historical one-week setup read.

Adds short-term historical context without overriding trend, activity, or relative leadership. Factors12/100

O'Shaughnessy factor stack blends value, quality, momentum, and confidence.

Buyback Yield rank 17 SVQF26/100

Value and quality alignment from the Sharemaestro SVQF framework.

Composite rank 754.5 of 1013 Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal Options48/100

CARR shows volatility options pressure with a 56/100 conviction score, put-call volume ratio of 3.88, expected move of 12.0%, and Sharemaestro trend signal active.

Volatility · Volatility expansion watch · Expected move 12.0% Sentiment55/100

Weighted news tone is neutral across 54 relevant articles.

Carrier (CARR) Reports Strong Q2 Earnings, Raises Full-Year Guid Insiders13 / 7

13 acquisitions and 7 disposals in the latest 180-day insider tape.

 Earnings3d

Next report is scheduled for 04 Aug 2026; event risk rises as the date approaches.
WeekCloseReturnTrend LineFair ValuePressureLeadershipVolumeTrend
31 Jul 202661.81 USD-10.3%63.23 USD62.02 USD0.49-6.7760.4MOn
24 Jul 202668.88 USD0.6%62.94 USD61.98 USD0.784.4831.5MOn
17 Jul 202668.44 USD-0.9%62.41 USD61.90 USD0.932.4725.4MOn
10 Jul 202669.09 USD-1.0%61.91 USD61.79 USD1.121.2027.8MOn
3 Jul 202669.82 USD-4.8%61.36 USD61.68 USD1.242.9820.2MOn
26 Jun 202673.33 USD2.5%60.82 USD61.54 USD1.239.8830.0MOn
19 Jun 202671.55 USD2.3%60.19 USD61.37 USD1.014.2723.4MOn
12 Jun 202669.91 USD4.1%59.54 USD61.21 USD0.802.3534.0MOn
5 Jun 202667.16 USD5.2%59.00 USD61.05 USD0.48-1.6234.4MOn
29 May 202663.87 USD1.2%58.66 USD60.90 USD0.40-9.2834.4MOn
22 May 202663.14 USD-2.4%58.50 USD60.75 USD0.50-9.6834.1MOn
15 May 202664.67 USD-3.2%58.30 USD60.60 USD0.40-7.3920.8MOn
8 May 202666.83 USD-0.8%58.00 USD60.45 USD0.48-4.8532.2MOn
1 May 202667.37 USD10.9%57.64 USD60.28 USD0.41-2.5144.9MOn
How to use this report

This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.