CARR Carrier Global

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business: Intelligent climate and energy solutions with digitally enabled lifecycle services for heating, cooling, ventilation, and cold chain markets
• • New emphasis: Acquisition of Viessmann's climate solutions business expands sustainable HVAC offerings in Europe; announced sale of Riello business for $430 million
• • Strategic shift: Restructured segments in 2025 to four global climate solution regions; focusing on pure-play climate and energy with electrification and digital platforms like Abound and Lynx
• • Quantitative highlight: Net sales $21.7B (2025), operating profit $2.2B; approx. 47,000 employees across 52 countries, with 52% international sales
• • Noteworthy fact: Initiated simplification via divestitures (fire security, commercial refrigeration) and acquired Viessmann's business to accelerate portfolio transformation

Risk Factors

• • U.S. AIM Act of 2020 and Kigali Amendment tariff/tax risks on HVAC refrigerants requiring capital expenditures to meet regulations
• • 52% net sales from international ops exposed to volatile exchange rates and trade policy conflicts with China, Mexico, U.S. tariffs
• • Reliance on joint ventures with Midea Group and Watsco, Inc., risking operational control loss and restrictions on market competition
• • Competitive threat from rapidly evolving HVAC technologies, with risk of product obsolescence amid tighter climate regulations
• • Debt obligations and additional borrowings could impair profitability and ability to meet financial commitments

Management Discussion & Analysis

• • Revenue $21.7B, down 3% YoY ($739M decrease), organic sales down 1%, impacted by Climate Solutions Americas and Europe segments
• • Gross margin 25.9% vs 26.6%, fell 6% YoY ($357M decrease) due to lower volumes and full amortization of VCS Business inventory step-up
• • Best segment: Climate Solutions Americas with $2.15B operating profit but 7% decline; Worst segment: Climate Solutions Transportation 17% sales decline, 7% profit drop to $452M
• • Cash and cash equivalents $1.56B (down $2.4B), total debt reduced by ~$1.0B to $11.8B, net debt increased to $10.3B; repaid $1.2B debt in 2025
• • Management expects cash flows and credit facilities sufficient for operations, notes risks from market conditions, plans portfolio optimization including Riello sale for $430M closing in H1 2026

What are the latest CARR SEC filings in 2026?

Carrier Global (CARR) has filed a 10-K annual report on February 5, 2026, a 10-Q quarterly report on April 30, 2026, an 8-K current report on July 28, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did CARR file its most recent 10-K annual report?

Carrier Global (CARR) filed its most recent 10-K annual report on February 5, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view CARR 10-Q quarterly reports?

Carrier Global (CARR)'s most recent 10-Q quarterly report was filed on April 30, 2026. SignalX displays every CARR 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has CARR filed recently?

Carrier Global (CARR)'s most recent 8-K was filed on July 28, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find CARR insider trading activity (Form 4)?

SignalX aggregates every CARR Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does CARR file with the SEC?

Carrier Global (CARR) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new CARR filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Carrier Global (CARR).

What is CARR's SEC CIK number?

Carrier Global (CARR)'s SEC CIK (Central Index Key) number is 1783180. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1783180 to look up all CARR filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find CARR return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Carrier Global (CARR) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.