8-Day Sell-Off Sends Carrier Global Stock Down -11%

CARR: Carrier Global logo
CARR
Carrier Global

Carrier Global (CARR) stock hit day 8 of a continuous streak of days with losses, with cumulative losses over this period amounting to a -11% return. The company has lost about $5.3 Bil in value over the last 8 days, with its current market capitalization at about $44 Bil. The stock remains 24.2% below its value at the end of 2024. This compares with year-to-date returns of 12.9% for the S&P 500.

Carrier Global’s recent streak reflects analyst apprehension after Q3 earnings, where a revenue miss and a cautious 2026 outlook overshadowed an EPS beat. Price target cuts, fueled by residential segment weakness and a $750 million revenue headwind, weighed heavily, sending shares to a 52-week low.

What is the point? Sustained weakness can be more than noise. It often signals shifting sentiment or deeper concerns. A multi-day losing streak may warn of further downside, or present an opportunity to buy if fundamentals are intact. Our take: There are a few things to fear in CARR stock given its overall Weak operating performance and financial condition. This isn’t appropriately reflected in the stock’s Moderate valuation which is why we think it is Unattractive (see Buy or Sell CARR).

For quick background, CARR provides HVAC, refrigeration, fire, security, and building automation technologies, including air conditioners, heating systems, controls, and aftermarket components across three business segments.

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Comparing CARR Stock Returns With The S&P 500

The following table summarizes the return for CARR stock vs. the S&P 500 index over different periods, including the current streak:
 

Return Period CARR S&P 500
1D -1.5% 0.4%
8D (Current Streak) -10.9% -1.3%
1M (21D) -14.0% -1.4%
3M (63D) -20.9% 4.3%
YTD 2025 -24.2% 12.9%
2024 20.3% 23.3%
2023 41.5% 24.2%
2022 -22.7% -19.4%

 

Gains and Losses Streaks: S&P 500 Constituents

There are currently 11 S&P constituents with 3 days or more of consecutive gains and 113 constituents with 3 days or more of consecutive losses.
 

Consecutive Days # of Gainers # of Losers
3D 3 40
4D 2 19
5D 2 37
6D 0 10
7D or more 4 7
Total >=3 D 11 113

 
 
Key Financials for Carrier Global (CARR)

Last 2 Fiscal Years:

Metric FY2023 FY2024
Revenues $19.0 Bil $22.5 Bil
Operating Income $2.1 Bil $2.1 Bil
Net Income $1.3 Bil $5.6 Bil

Last 2 Fiscal Quarters:

Metric 2025 FQ2 2025 FQ3
Revenues $6.1 Bil $5.6 Bil
Operating Income $795.0 Mil $495.0 Mil
Net Income $591.0 Mil $428.0 Mil

 
The losing streak CARR stock is currently on doesn’t inspire much confidence among investors. In contrast, Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 — the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.