CARR
NYSE · Industrials · Construction · US
Research · Oct 30, 2026
Carrier (CARR) Q3 2026 earnings: HVAC sales jump, tariffs squeeze margins
Carrier's Q3 2026 organic sales rose 15% on residential and data center demand, but excluding one-time tariff refunds its Americas margin was about 18.6% and full-year profit guidance did not rise.
Research · Oct 24, 2026
[CARR] Carrier: Q3 2026 Earnings Test Data Center Backlog Conversion
Carrier's Q2 2026 sales rose 4% to $6.35B while gross margin fell 170 bps; Q3 earnings test whether an $8B-plus backlog turns into revenue on schedule.
Research · Sep 3, 2026
[CARR] Carrier Global Thesis 2026: Data Center Cooling Offsets Residential HVAC Weakness
Carrier Global FY25 (Dec 31, 2025) at $21.75B revenue (-3%). NI $1.49B; EPS $1.70 (FY24 included Fire & Security divestiture gain). Data center business reached ~$1B. Commercial HVAC +25% FY25 (5th consecutive year of double-digit growth) + double-digit aftermarket. Q4 CSA organic -17% (resi -40%, LC -20%, Commercial +12%). FY26 guide: ~$22B revenue, organic flat to low-mid single, adj op profit ~$3.4B, FCF ~$2B, ~$3B buyback intent.