Skip to content

Carrier Global CARR Less: Fair value of plan assets at end of period

Less: Fair value of plan assets at end of period at other companies

Phillips 66 logo
Phillips 66PSX
$235M+23.7%
Ametek logo
AmetekAME
$847.31M+8.2%
Arthur J. Gallagher logo
Arthur J. GallagherAJG
$20M-93.6%
MSCI logo
MSCIMSCI
$22.8M-27.4%
Carrier Global logo
Carrier GlobalCARR
$540M+6.5%
L3Harris Technologies logo
L3Harris TechnologiesLHX
$7.53B-12.5%

Other financials

Income statement

See full
Revenue$5.3B+2.4%
Gross profit$1.5B+15.9%
Operating income$259.0M-58.8%
Net income$238.0M-42.2%
EPS (diluted)$0.28-40.4%

Balance sheet

See full
Cash & equivalents$1.4B-19.3%
Total debt$12.8B+9.6%
Total equity$13.8B-2.8%
Total assets$37.2B+2.0%

Cash flow

See full
Operating cash flow$79.0M-83.6%
CapEx$94.0M+49.2%
Free cash flow-$15.0M-104%

Valuation

See full
Market cap$61.51B+1.8%
Enterprise value$72.99B+3.6%
P/E47×+36.4×
P/S2.8×+0.1×

Profitability

See full
Gross margin26.6%-0.6pp
Operating margin8.2%-4.7pp
Net margin6%-19.8pp
FCF margin7.7%

Returns & leverage

See full
Return on equity9.4%-34.7pp
Debt / equity0.9×+0.1×
Current ratio1.1×-0.2×

Where this comes from

Reported directly by Carrier Global in its filing.

Tagged under the XBRL concept us-gaap:DefinedBenefitPlanFairValueOfPlanAssets.

The official record: Carrier Global’s 10-K, filed February 5, 2026, on SEC EDGAR. View the filing →

Ask your AI about Carrier Global's less: fair value of plan assets at end of period.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is Carrier Global's less: fair value of plan assets at end of period?
Carrier Global (CARR) reported less: fair value of plan assets at end of period of $540M in Q4 2025.
What is the long-term trend for Carrier Global's less: fair value of plan assets at end of period?
Over 4 years (2020 to 2025), Carrier Global's less: fair value of plan assets at end of period has grown at a -36.4% compound annual growth rate (CAGR), from $3.29B to $540M.
What does less: fair value of plan assets at end of period mean?
This represents the current market value of the assets held in trust to fund defined benefit pension and post-retirement plans. These assets are managed to meet future benefit payments and are subject to market performance. Monitoring this value is critical for assessing the company's ability to cover its long-term retirement obligations.