Correlation Between Transdigm Group and Carrier Global

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Can any of the company-specific risk be diversified away by investing in both Transdigm Group and Carrier Global at the same time? Although using a correlation coefficient on its own may not help to predict future stock returns, this module helps to understand the diversifiable risk of combining Transdigm Group and Carrier Global into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between Transdigm Group Incorporated and Carrier Global Corp, you can compare the effects of market volatilities on Transdigm Group and Carrier Global and check how they will diversify away market risk if combined in the same portfolio for a given time horizon. You can also utilize pair trading strategies of matching a long position in Transdigm Group with a short position of Carrier Global. Check out your portfolio center. Please also check ongoing floating volatility patterns of Transdigm Group and Carrier Global.

Diversification Opportunities for Transdigm Group and Carrier Global

-0.49
  Correlation Coefficient

Very good diversification

The 3 months correlation between Transdigm and Carrier is -0.49. Overlapping area represents the amount of risk that can be diversified away by holding Transdigm Group Incorporated and Carrier Global Corp in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Carrier Global Corp and Transdigm Group is a relative statistical measure of the degree to which these equity instruments tend to move together. The correlation coefficient measures the extent to which returns on Transdigm Group Incorporated are associated (or correlated) with Carrier Global. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Carrier Global Corp has no effect on the direction of Transdigm Group i.e., Transdigm Group and Carrier Global go up and down completely randomly.

Pair Corralation between Transdigm Group and Carrier Global

Considering the 90-day investment horizon Transdigm Group Incorporated is expected to generate 0.74 times more return on investment than Carrier Global. However, Transdigm Group Incorporated is 1.35 times less risky than Carrier Global. It trades about 0.07 of its potential returns per unit of risk. Carrier Global Corp is currently generating about -0.12 per unit of risk. If you would invest  127,848  in Transdigm Group Incorporated on September 3, 2025 and sell it today you would earn a total of  6,517  from holding Transdigm Group Incorporated or generate 5.1% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthVery Weak
Accuracy100.0%
ValuesDaily Returns

Transdigm Group Incorporated  vs.  Carrier Global Corp

 Performance 
       Timeline  
Transdigm Group 

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Transdigm Group Incorporated are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. Despite nearly stable fundamental indicators, Transdigm Group is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders.
Carrier Global Corp 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Carrier Global Corp has generated negative risk-adjusted returns adding no value to investors with long positions. Even with inconsistent performance in the last few months, the Stock's basic indicators remain relatively invariable which may send shares a bit higher in January 2026. The latest agitation may also be a sign of long-running up-swing for the enterprise retail investors.

Transdigm Group and Carrier Global Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Transdigm Group and Carrier Global

The main advantage of trading using opposite Transdigm Group and Carrier Global positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Transdigm Group position performs unexpectedly, Carrier Global can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Carrier Global will offset losses from the drop in Carrier Global's long position.
The idea behind Transdigm Group Incorporated and Carrier Global Corp pairs trading is to make the combined position market-neutral, meaning the overall market's direction will not affect its win or loss (or potential downside or upside). This can be achieved by designing a pairs trade with two highly correlated stocks or equities that operate in a similar space or sector, making it possible to obtain profits through simple and relatively low-risk investment.
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Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.

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