SWX/CARR (SWX/CARR)

SIX Swiss Exchange: SWX/CARR · CHF

CHF 44.6

+0.46 (+1.0%)· Recorded snapshot

Market cap	37B
Revenue (ttm)	19B
Net income (ttm)	-1.5B
EPS (ttm)	-CHF 1.77
P/E (forward)	18.3x
Dividend	CHF 0.77 (1.73%)

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 19B
Net income (ttm): -1.5B
EPS (ttm): -CHF 1.77
P/E (forward): 18.3x
Market cap: 37B

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Refreshed 2026-11-03 14:30 UTC

Forward P/E18.3

P25 n/aP50 n/aP75 n/a

Trailing P/En/a

P25 n/aP50 n/aP75 n/a

ROE-13.4

P25 n/aP50 n/aP75 n/a

ROIC8.7

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All SWX/CARR indicators

Market & fundamental data

Available fields

203

Groups with data

Currency

USD

Showing 203 of 203 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Amount currency	CHF
Country	United States
Country code	CH
Earnings date	2026-10-29
Employees	47,000
Employees change	-1,000
Employees growth	-2.08%
Enterprise value	CHF 45.9B
Exchange	SIX Swiss Exchange
Financial currency	USD
Financial report date	2026-09-30
First seen	2026-05-10
Fiscal year end	December
Founded	2019
Industry	Building Products & Equipment
Is primary listing	No
ISIN number	US14448C1045
Last earnings date	2026-10-29
Last refreshed	2026-11-03
Market cap	CHF 37B
Next earnings date	2027-02-04
Price	CHF 44.57
Price currency	CHF
Sector	Industrials
SIC code	3585
Stock price date	2026-11-02
Symbol	swx/CARR
Website	https://www.carrier.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Average P/E ratio (10Y)	20.59x
Average P/E ratio (3Y)	25.47x
Average P/E ratio (5Y)	22.38x
Earnings yield	-3.98%
EV/EBIT	25.91x
EV/EBITDA	15.41x
EV/FCF	23.14x
EV/Sales	2.46x
FCF / EV yield	4.32%
FCF yield	5.37%
Forward P/E	18.33x
Industry forward P/E	27.52x
Industry P/E	34.08x
P/(FCF - SBC) ratio	19.11x
P/(OCF - SBC) ratio	15.83x
P/B ratio	4.25x
P/FCF ratio	18.64x
P/OCF ratio	15.5x
P/S ratio	1.94x
Price/EBITDA ratio	13.63x
Sector forward P/E	23.12x
Sector P/E	30.41x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT margin	8.64%
EBITDA margin	14.26%
FCF margin	10.64%
Gross margin	24.38%
Operating margin	8.64%
Pretax margin	-6.44%
Profit margin	-7.9%
Profit per employee	CHF -31,971
Profitable years	9
Revenue per employee	CHF 404,602
ROA	3.43%
ROA (5Y)	4.66%
ROCE	7.98%
ROE	-13.44%
ROE (5Y)	21.15%
ROIC	8.66%
ROIC (5Y)	10%
SBC / revenue	0.26%
Tax / revenue	1%

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
EPS growth years	0
FCF growth	111%
FCF growth (Q)	200.89%
FCF growth (QoQ)	-16.79%
FCF growth 3Y	0.96%
FCF growth 5Y	15.52%
Gross profit growth	-7.94%
Gross profit growth (Q)	6.71%
Gross profit growth 3Y	1.57%
Gross profit growth 5Y	-1.3%
Net income growth years	0
OCF growth	78.13%
OCF growth (Q)	138.42%
OCF growth (QoQ)	-12.3%
OCF growth 3Y	2.33%
OCF growth 5Y	13.42%
Operating income growth	-17.13%
Operating income growth (Q)	30%
Operating income growth 3Y	-5.39%
Operating income growth 5Y	-4.87%
Revenue growth	3.33%
Revenue growth (Q)	12.26%
Revenue growth (QoQ)	-1.39%
Revenue growth 3Y	4.91%
Revenue growth 5Y	2.57%
Revenue growth quarters	3
Revenue growth years	0

Financial statements

Income-statement and cash-flow amounts, totals and per share.

Metric	Value
Capital expenditures	CHF -401.3M
Depreciation and amortization	CHF 1B
EBIT	CHF 1.6B
EBITDA	CHF 2.7B
EPS	CHF -1.77
Financing cash flow	CHF -2.3B
Free cash flow	CHF 2B
Free cash flow minus SBC	CHF 1.9B
Gross profit	CHF 4.6B
Income taxes	CHF 191.1M
Investing cash flow	CHF -103.5M
Net borrowing	CHF -200.5M
Net cash flow	CHF -39.2M
Net income	CHF -1.5B
Operating cash flow minus SBC	CHF 2.3B
Operating income	CHF 1.6B
Revenue	CHF 19B
Stock-based compensation	CHF 49.2M

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Altman Z-Score	2.59
Book value per share	CHF 10.25
Debt / EBITDA	3.45
Debt / equity	1.14
Debt / FCF	4.99
Goodwill	CHF 10B
Interest coverage	4.21
Long-term assets	CHF 20.8B
Long-term liabilities	CHF 12B
Net cash (debt)	CHF -8.8B
Net cash / market cap	-23.74%
Net debt / EBITDA	3.24
Net debt / equity	1.01
Net debt / FCF	4.42
Piotroski F-Score	5
Property, plant and equipment	CHF 3B
Shareholders' equity	CHF 8.7B
Tangible book value	CHF -6.4B
Tangible book value per share	CHF -7.84
Total assets	CHF 28B
Total cash	CHF 1.1B
Total debt	CHF 9.9B
Total liabilities	CHF 19.3B

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	0.64
Current assets	CHF 7.3B
Current liabilities	CHF 7.3B
Current ratio	1
Inventory turnover	5.9
Net working capital	CHF 86.8M
Quick ratio	0.6
Working capital	CHF -20M
Working capital turnover	35.61

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback yield / dilution	5.21%
Dividend growth	3.37%
Dividend growth years	1
Dividend payment date	2026-11-18
Dividend payment years	3
Dividend payout frequency	Quarterly
Dividend per share	CHF 0.77
Dividend yield	1.73%
Ex-dividend date	2026-10-29
Last dividend	CHF 0.20
Shareholder yield	6.94%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
150-day SMA	CHF 50.31
1D price change	1.04%
1M price change	-1.7%
1M total return	-1.28%
1W price change	-4.27%
1W total return	-3.87%
20-day SMA	CHF 45.81
200-day SMA	CHF 49.48
3M price change	-11.07%
3M total return	-10.69%
50-day SMA	CHF 46.15
50-day SMA vs 200-day SMA	50under200
52-week high	CHF 60.98
52-week high date	2026-06-25
52-week low	CHF 41.81
52-week low date	2025-12-17
6M price change	-14.85%
6M total return	-13.87%
All-time high	CHF 60.98
All-time high date	2026-06-25
All-time low	CHF 41.81
All-time low date	2025-12-17
Average true range (ATR)	CHF 0.48
Average volume	0
Change from 52-week high	-26.91%
Change from 52-week low	6.6%
Change from all-time high	-26.91%
Change from all-time low	6.6%
Monthly RSI	0
Previous close	CHF 44.11
Price vs 150-day SMA	-11.4%
Price vs 20-day SMA	-2.71%
Price vs 200-day SMA	-9.92%
Price vs 50-day SMA	-3.41%
RSI	39.12
Sharpe ratio	0.26
Sortino ratio	0.59
Weekly RSI	41.31
YTD price change	5.89%
YTD total return	7.56%

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	777.9M
Shares change (QoQ)	-1.76%
Shares change (YoY)	-5.21%
Shares held by insiders	0.18%
Shares held by institutions	90.44%
Short ratio	3 days

Deeper analysis on SWX/CARR

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

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Valuation

Fair-value bridge, DCF, owner earnings, and peer multiples.

→

Sensitivity

Cost-of-equity and terminal-growth stress table.

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Risks

Kill scenarios, soft-pass flags, and downside catalysts.

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Earnings

Next earnings setup and beat / inline / miss thresholds.

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Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

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Financials

Revenue, margins, cash flow, and balance-sheet context.

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Peers

Relative valuation and profitability against the cohort.

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Moat

Economic-profit evidence and competitive advantage risk.

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Industry cycle

Sector phase, capital cycle, and secular tailwinds.

→

Frequently asked questions

About this SWX/CARR report

Is a complete SWX/CARR research report available?

No complete published report is available for swx/CARR (SWX/CARR) on this page. Market-directory data, when present, is not a substitute for a validated stock analysis.

SWX/CARR (SWX/CARR)

Price

Financial snapshot

Fair-value bridge

Latest news · SWX/CARR

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All SWX/CARR indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Deeper analysis on SWX/CARR

Frequently asked questions