Early Access

10-KPeriod: FY2020

CARRIER GLOBAL Corp Annual Report, Year Ended Dec 31, 2020

Filed February 9, 2021For Securities:CARR

Summary

Carrier Global Corporation's 2020 10-K report details its performance as an independent company following its spin-off from United Technologies Corporation (now Raytheon Technologies Corporation) on April 3, 2020. The company generated $17.5 billion in net sales for the year ended December 31, 2020, operating across three segments: HVAC, Refrigeration, and Fire & Security. The COVID-19 pandemic had a significant impact, leading to lower sales volumes across all segments due to economic slowdowns and operational disruptions. Despite these challenges, Carrier demonstrated resilience, with its stock performing positively against major indices from its spin-off date through year-end. The company is focused on strengthening its core businesses, expanding product and geographic reach, and growing its services and digital offerings, positioning itself for future growth by addressing global trends like urbanization, climate change, and increasing demands for healthy and sustainable building solutions.

Financial Statements
Beta
Revenue$17.46B
R&D Expenses$419.00M
SG&A Expenses$2.82B
Operating Expenses$15.59B
Operating Income$3.08B
Interest Expense$298.00M
Net Income$1.98B
EPS (Basic)$2.29
EPS (Diluted)$2.25
Shares Outstanding (Basic)866.50M
Shares Outstanding (Diluted)880.20M

Key Highlights

  • 1Carrier Global Corporation officially became an independent public company on April 3, 2020, after being spun off from United Technologies Corporation.
  • 2The company reported net sales of $17.5 billion for the year ended December 31, 2020, with its business divided into three segments: HVAC ($9.5 billion), Refrigeration ($3.3 billion), and Fire & Security ($5.0 billion).
  • 3The COVID-19 pandemic negatively impacted sales, leading to a 6% decline in net sales year-over-year, primarily due to lower volumes across all segments, particularly in commercial HVAC, refrigeration equipment, and security products.
  • 4Despite the pandemic's impact, Carrier's stock delivered a total shareholder return of 186.66% from its spin-off date (April 3, 2020) to December 31, 2020, outperforming the S&P 500 and Dow Jones Industrial Average.
  • 5The company is strategically focused on three growth pillars: strengthening its core business, expanding product extensions and geographic coverage, and growing services and digital offerings.
  • 6Carrier incurred significant debt related to the separation, issuing $11.0 billion in debt, and ended the year with total debt of $10.2 billion.
  • 7The company is actively managing its cost structure, including a strategic cost reduction initiative targeting $700 million in cost savings over three years through operational efficiency, digitalization, and supply chain productivity.

Frequently Asked Questions