Melius initiates coverage on Carrier Global stock with Hold rating

Published 01/07/2025, 12:32
Melius initiates coverage on Carrier Global stock with Hold rating

Investing.com - Melius Research initiated coverage on Carrier Global (NYSE:CARR) with a Hold rating and a $90.00 price target, according to a research note released Tuesday. The company, currently valued at over $62 billion, is trading above its InvestingPro Fair Value, with analyst targets ranging from $60 to $100.

The research firm highlighted Carrier’s transformation over the five years since its spin-off from United Technologies (NYSE:RTX), noting the company now "bears little resemblance" to its former self in terms of portfolio, business system, culture, and management team. This transformation has yielded results, with revenue growing 16.7% over the last twelve months and management actively returning value to shareholders through consistent dividend increases over the past five years.

Melius pointed to Carrier’s significant portfolio changes, including the divestiture of fire, security, and refrigeration assets that previously made up one-third of its pre-spin portfolio, with proceeds largely funding the early 2024 acquisition of Viessmann, a European heat pump supplier.

The firm described Carrier as "a more attractive HVAC pure play with strong brands, a large installed base, established distribution, and consolidated/rational competition" following these strategic moves.

Melius also noted improvements in Carrier’s operating system and margins, while acknowledging "further upside to higher-end peer levels" and increased investment spending that has resulted in "a fully refreshed product portfolio."

In other recent news, Carrier Global Corporation reported strong first-quarter 2025 earnings, surpassing Wall Street estimates with an adjusted EPS of $0.65, compared to the forecasted $0.58, and revenue of $5.22 billion, exceeding the anticipated $5.18 billion. The company also raised its full-year EPS guidance to a range of $3.00-$3.10. Meanwhile, RBC Capital Markets increased Carrier’s price target to $87, maintaining an Outperform rating, citing the company’s growth strategy outlined during its Investor Day. Carrier announced a significant investment of $1 billion to expand its U.S. operations, creating 4,000 jobs and focusing on advanced manufacturing for its Home Energy Management System components. Additionally, Carrier acquired Addvolt, a Portuguese company specializing in transport electrification technology, to enhance its electrification strategy. The company also launched a new brand identity and purpose, emphasizing its commitment to sustainability and innovation. These developments reflect Carrier’s ongoing efforts to strengthen its market position and drive growth across its business segments.

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