Carrier Global Corp (CARR) — 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 net asset quality index of Carrier Global Corp to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Carrier Global Corp Strategic Asset Allocation Index (2017–2025)
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. For live market cap and overall valuation, see market cap of Carrier Global Corp.
Annual Strategic Asset Allocation Index for Carrier Global Corp (2017–2025)
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. See CARR book value for net asset value and shareholders' equity analysis.
| 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 | — |