Carrier Global Corp Strategic Asset Allocation Index
Carrier Global Corp strategic asset allocation index. Carrier Global Corp (CARR) has a Strategic Asset Allocation Index of 10.0% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $1.34 Billion) total $1.34 Billion, measured against net assets of $13.47 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how leveraged is Carrier Global Corp's balance sheet to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Carrier Global Corp (2017–2025)
Strategic asset allocation index of Carrier Global Corp from 2017 to 2025. This chart shows how Carrier Global Corp's Strategic Asset Allocation Index has evolved across 9 annual periods from 2017 to 2025. As of June 2026, the index stands at 10.0%, representing strategic assets of $1.34 Billion against net assets of $13.47 Billion USD. Check CARR goodwill-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
Carrier Global Corp Strategic Asset Allocation Index by Year (2017–2025)
Carrier Global Corp strategic asset allocation index by year from 2017 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Carrier Global Corp from 2017 to 2025, covering 9 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see how much is Carrier Global Corp worth.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 9.4% | $1.32 Billion | $- | $1.32 Billion | $14.13 Billion | ▲ +1.1 pp |
| 2024 | 8.3% | $1.19 Billion | $- | $1.19 Billion | $14.39 Billion | ▼ -4.4 pp |
| 2023 | 12.7% | $1.14 Billion | $- | $1.14 Billion | $9.01 Billion | ▼ -29.3 pp |
| 2022 | 42.0% | $3.39 Billion | $2.24 Billion | $1.15 Billion | $8.08 Billion | ▼ -6.2 pp |
| 2021 | 48.2% | $3.42 Billion | $1.83 Billion | $1.59 Billion | $7.09 Billion | ▼ -2.3 pp |
| 2020 | 50.5% | $3.32 Billion | $1.81 Billion | $1.51 Billion | $6.58 Billion | ▲ +21.2 pp |
| 2019 | 29.3% | $4.23 Billion | $2.50 Billion | $1.74 Billion | $14.44 Billion | ▲ +5.3 pp |
| 2018 | 24.0% | $3.42 Billion | $1.65 Billion | $1.77 Billion | $14.27 Billion | ▲ +12.6 pp |
| 2017 | 11.4% | $1.68 Billion | $1.68 Billion | $- | $14.78 Billion | — |