Other

Equity method investments (Note 11)

Carrier Global Equity method investments (Note 11) increased by 0.8% to $1.33B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 6.2%, from $1.25B to $1.33B. Over 5 years (FY 2020 to FY 2025), Equity method investments (Note 11) shows a downward trend with a -2.7% CAGR.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryCapital Allocation
SignalContext dependent
VolatilityModerate
First reportedQ1 2026
Last reportedQ1 2026

How to read this metric

Growth indicates strategic expansion into partnerships, while a decline may signal divestment or poor performance of the investee.

Detailed definition

This represents the company's investment in entities where it exercises significant influence but does not have full con...

Peer comparison

Common in the mining sector for joint ventures; peers often use this to share risk in large-scale projects.

Metric ID: other_equity_method_investments

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$1.57B$1.62B$1.59B$1.64B$1.67B$1.15B$1.15B$1.10B$1.14B$1.17B$1.14B$1.16B$1.22B$1.29B$1.19B$1.25B$1.35B$1.38B$1.32B$1.33B
QoQ Change+3.0%-1.6%+2.8%+2.0%-31.1%-0.3%-3.9%+3.3%+2.4%-2.2%+1.3%+5.7%+5.4%-7.2%+4.9%+8.0%+2.1%-4.3%+0.8%
YoY Change+6.3%-28.9%-27.9%-32.7%-31.8%+1.3%-0.7%+4.7%+7.2%+10.4%+4.7%+8.5%+10.8%+7.3%+10.6%+6.2%
Range$1.10B$1.67B
CAGR-3.4%
Avg YoY Growth-2.7%
Median YoY Growth+5.5%

Frequently Asked Questions

What is Carrier Global's equity method investments (note 11)?
Carrier Global (CARR) reported equity method investments (note 11) of $1.33B in Q1 2026.
How has Carrier Global's equity method investments (note 11) changed year-over-year?
Carrier Global's equity method investments (note 11) increased by 6.2% year-over-year, from $1.25B to $1.33B.
What is the long-term trend for Carrier Global's equity method investments (note 11)?
Over 5 years (2020 to 2025), Carrier Global's equity method investments (note 11) has grown at a -2.7% compound annual growth rate (CAGR), from $1.51B to $1.32B.
What does equity method investments (note 11) mean?
Investments in companies where the firm has significant influence but not control.