Carrier Global

CARR

Market cap $53.8B

CHARLOTTE, N.C., Feb. 26, 2026 /PRNewswire/ -- Carrier today introduced the AquaEdge® 30CF air-cooled centrifugal chiller, designed to help data center operators maintain continuous cooling performance and protect uptime under real-world operating conditions.

Carrier Global Corporation (CARR) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript

Carrier Global Corporation (CARR) Presents at Barclays 43rd Annual Industrial Select Conference Transcript

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PALM BEACH GARDENS, Fla., Feb. 9, 2026 /PRNewswire/ -- Carrier Global Corporation (NYSE: CARR) Chairman & CEO David Gitlin will participate in a fireside chat at the Barclays 43rd Annual Industrial Select Conference on Thursday, Feb. 19, 2026, at 8:05 a.m.

Carrier Global Corporation has delivered over 20% returns since last coverage but now trades above its updated target price. Recent results showed revenue and margin pressure, with Q4 2025 revenue down 6% YoY and missing revised guidance. Growth catalysts include data center demand and policy easing, but high residential exposure and inflation pose risks.

Carrier Global Corp. remains a buy, supported by strong data center demand and aftermarket, offsetting a weak North American residential outlook. CARR projects 2026 EPS growth of 8.1% to $2.80, driven by margin expansion, share buybacks, and robust non-residential segments. The stock trades at a 2026 P/E of 22.3 and a PEG ratio of 1.5, making it the cheapest among HVAC peers when normalized for growth.

CARR reports Q4 EPS of 34 cents and $4.83B in sales, both down year over year, while shares dip 0.7% in pre-market trading.

Carrier Global Corporation (CARR) Q4 2025 Earnings Call Transcript

While the top- and bottom-line numbers for Carrier Global (CARR) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.