GPGrossPatternRESEARCH SYSTEM
SEC CHECK OPERATIONAL
GROSSPATTERN / FUNDAMENTAL STATE / POINT IN TIME

CARR · Sep 30, 2023

CARRIER GLOBAL Corp. A multidimensional configuration derived from the filing available at this observation—never a composite score or recommendation.

STATE CAPABILITYLEVEL 3[email protected]
Inspectable configuration

State dimensions

Filing0001783180-23-000065General Corporate
Debt relative to revenue29thOwn-history percentile · N=14
Evidence method

Level · gp.fundamentals.debt_to_revenue

150.95% · OPTIONAL · VALID

Capex intensity71thOwn-history percentile · N=14
Evidence method

Level · gp.fundamentals.capex_revenue_ratio

1.61% · OPTIONAL · VALID

Operating cash generation93thOwn-history percentile · N=14
Evidence method

Ratio · gp.fundamentals.operating_cash_flow + gp.fundamentals.revenue

18.16% · OPTIONAL · VALID

Revenue growth40thOwn-history percentile · N=10
Evidence method

Yoy · gp.fundamentals.revenue

5.14% · CORE · VALID

Inventory pressure64thOwn-history percentile · N=14
Evidence method

Level · gp.fundamentals.inventory_revenue_ratio

44.70% · OPTIONAL · VALID

Operating margin29thOwn-history percentile · N=14
Evidence method

Level · gp.fundamentals.operating_margin

11.25% · CORE · VALID

R&D intensity100thOwn-history percentile · N=14
Evidence method

Ratio · gp.fundamentals.rnd + gp.fundamentals.revenue

2.74% · OPTIONAL · VALID

SBC intensity64thOwn-history percentile · N=14
Evidence method

Level · gp.fundamentals.sbc_revenue_ratio

0.42% · OPTIONAL · VALID

As-filed lineage

Fundamental state history

Each observation is tied to the filing and facts available at that report date. Amendments remain separate.

History12 statesSelf-history eligible
Mar 31, 20210/8 normalizedLevel 3Jun 30, 20210/8 normalizedLevel 3Sep 30, 20210/8 normalizedLevel 3Dec 31, 20210/8 normalizedLevel 3Mar 31, 20227/8 normalizedLevel 3Jun 30, 20227/8 normalizedLevel 3Sep 30, 20227/8 normalizedLevel 3Dec 31, 20227/8 normalizedLevel 3Mar 31, 20238/8 normalizedLevel 3Jun 30, 20238/8 normalizedLevel 3Sep 30, 20238/8 normalizedLevel 3Sep 30, 20268/8 normalizedLevel 4
Period transition

What moved in the state?

Balance Sheet Leverage Increased
Previous
144.44%
Current
150.95%
Delta
6.51%
Capex Intensity Increased
Previous
1.23%
Current
1.61%
Delta
0.37%
Cash Generation Increased
Previous
6.41%
Current
18.16%
Delta
11.76%
Growth Decreased
Previous
14.99%
Current
5.14%
Delta
-9.85%
Inventory Pressure Decreased
Previous
45.04%
Current
44.70%
Delta
-0.34%
Profitability Increased
Previous
8.16%
Current
11.25%
Delta
3.09%
R And D Intensity Increased
Previous
2.52%
Current
2.74%
Delta
0.22%
Sbc Intensity Increased
Previous
0.32%
Current
0.42%
Delta
0.10%
Self-history only

Previous similar states

Similarity compares compatible valid dimensions from this issuer's own point-in-time history. No market-return claim is attached.

Not enough compatible prior states for a transparent self-history match.
Research Graph

Related governed research

Transitioned To · CARR Fundamental State →Has State · CARRIER GLOBAL Corp →Transitioned To · CARR Fundamental State →Transitioned To · CARR BALANCE_SHEET_LEVERAGE_INCREASED →Transitioned To · CARR CAPEX_INTENSITY_INCREASED →Transitioned To · CARR CASH_GENERATION_INCREASED →Transitioned To · CARR GROWTH_DECREASED →Transitioned To · CARR INVENTORY_PRESSURE_DECREASED →Transitioned To · CARR PROFITABILITY_INCREASED →Transitioned To · CARR R_AND_D_INTENSITY_INCREASED →Transitioned To · CARR SBC_INTENSITY_INCREASED →

Method Percentiles and historical matches use only observations available at each point in time. Missing dimensions remain missing. Public price outcomes and cross-market analogues are deliberately absent.