NYSE$CARR

Carrier Global Corp · Q1 2021 earnings

Q1 2021 earnings · · Investor relations

Briefing

Carrier experienced strong sales growth and margin expansion, driven by continued demand in North American residential HVAC and improving order trends.

Carrier reported strong first quarter results with sales of $4.7 billion, up 21% compared to 2020, including 17% organic growth. GAAP EPS was $0.43 and adjusted EPS was $0.48. The company raised its full-year outlook for sales, adjusted EPS, and free cash flow.

  • Sales increased by 21% compared to the prior year, with organic sales up 17%.
  • GAAP EPS was $0.43, and adjusted EPS was $0.48.
  • Net cash flow from operating activities was $184 million, and free cash flow was $131 million.
  • Full-year 2021 sales growth outlook increased to 7% to 10%, with organic sales growth of 5% to 8%.

Headline financials

Total Revenue

$4.7B

Previous: $3.89B+20.9%
EPS (adj)

$0.48

Previous: $0.35+37.1%
Organic Sales Growth

17.0%

Previous: -9.0%+288.9%
Free Cash Flow

$392M

Previous: $96M+308.3%
Net Income

$392M

Previous: $96M+308.3%
Operating Income

$571M

Previous: $315M+81.3%
Gross Profit

$1.39B

Previous: $1.12B+24.2%
Cash & Equivalents

$2.6B

Previous: $768M+238.4%
Total Assets

$24.9B

Previous: $22B+13.0%
Stock-Based Comp

$19M

Previous: $13M+46.2%

Revenue & EPS history

Carrier · Revenue · Quarterly

$4.7B

Q1 2021+20.9%vs Q1 2020
Beat estimate in 7 of 11 quarters(64%)
ActualEstimate

Forward guidance

Carrier announced an updated outlook for 2021.

Tailwinds

  • Sales growth of 7% to 10%, up from 6% to 8%.
  • Organic sales growth of 5% to 8%, up from 4% to 6%.
  • Currency translation to add approximately 2%.
  • Adjusted operating margin of about 13.5%.
  • Adjusted EPS of $1.95 to $2.05, up from $1.85 to $1.95.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2021

Historical avgQ1 2021

+0.6%

Avg return

Earnings day

+0.9%

Avg return

5 days after

+6.5%

Avg return

30 days after

50%

15 / 30 earnings

Positive

+11.8%

Q1 2020

Best reaction

-10.6%

Q2 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+5.9%+4.0%+3.6%
Q4 2025-0.7%+3.6%-8.2%
Q3 2025+0.9%+2.1%-6.7%
Q2 2025-10.6%-16.5%-17.5%
Q1 2025+11.6%+12.2%+13.8%
Q4 2024-1.6%-1.7%-3.0%
Q3 2024-7.8%-6.7%-3.7%
Q2 2024+1.2%+2.2%+8.0%
Q1 2024+10.5%+12.3%+19.9%
Q4 2023-4.3%-0.4%+5.8%
Q3 2023-1.1%+1.3%+12.6%
Q2 2023+8.4%+9.9%+1.1%
Q1 2023-3.1%-0.3%-1.7%
Q4 2022-2.4%-2.9%+0.0%
Q3 2022+7.6%+6.9%+19.0%
Q2 2022+2.5%+2.2%+1.8%
Q1 2022-4.9%-4.7%-0.1%
Q4 2021+4.9%-0.5%-4.2%
Q3 2021-1.7%-1.4%+4.2%
Q2 2021+7.1%+10.9%+13.1%
Q1 2021-2.0%-3.1%+3.2%
Q4 2018-6.3%-6.1%-1.2%
Q4 2020-6.3%-6.1%-1.2%
Q3 2019+0.3%+11.0%+13.5%
Q3 2020+0.3%+11.0%+13.5%
Q2 2019+2.7%+4.5%+12.6%
Q2 2020+0.2%+2.2%+11.5%
Q4 2019-3.1%-9.0%+20.9%
Q1 2019-3.1%-9.0%+20.9%
Q1 2020+11.8%+0.2%+43.6%

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