Carrier
Carrier Global Corporation (CARR) is a leading provider of heating, ventilation and air‑conditioning (HVAC), refrigeration, fire and security systems for commercial, residential and industrial customers. With a market capitalisation around $50.9bn, Carrier combines product sales with recurring aftermarket services and controls software, giving investors exposure to both new‑build activity and steady service revenue. Key growth drivers include energy‑efficiency regulations, building retrofits and the rollout of smarter controls; the company also pursues margin improvement through services and digital offerings. At the same time Carrier is exposed to cyclical construction trends, commodity and shipping costs, and competitive pressure across regions. It has a history of returning cash to shareholders and maintaining operational discipline, but outcomes depend on execution and the macroeconomic environment. This summary is educational only and not investment advice; values can rise or fall and past performance is not a reliable guide to the future.
Why It's Moving
Carrier Global Faces Analyst Consensus Disconnect as Recent Earnings Miss Offsets Bullish 2026 Outlook
- Carrier missed Q1 earnings with $0.34 EPS versus $0.36 expected and $4.84B revenue versus $5.05B expected, with management guiding FY2026 EPS at $2.80 versus analyst forecasts of $2.99, signaling near-term operational challenges
- Analysts expect earnings growth acceleration in 2027-2029 with projected EPS growth of 13.16% and 19.52% respectively, reflecting confidence in the company's portfolio optimization strategy and market recovery
- The stock trades near analyst consensus with limited near-term upside but bull-case scenarios targeting $74-94, while bear cases suggest $55-60, indicating material divergence between optimistic and conservative outlooks depending on execution
Carrier Global Faces Analyst Consensus Disconnect as Recent Earnings Miss Offsets Bullish 2026 Outlook
- Carrier missed Q1 earnings with $0.34 EPS versus $0.36 expected and $4.84B revenue versus $5.05B expected, with management guiding FY2026 EPS at $2.80 versus analyst forecasts of $2.99, signaling near-term operational challenges
- Analysts expect earnings growth acceleration in 2027-2029 with projected EPS growth of 13.16% and 19.52% respectively, reflecting confidence in the company's portfolio optimization strategy and market recovery
- The stock trades near analyst consensus with limited near-term upside but bull-case scenarios targeting $74-94, while bear cases suggest $55-60, indicating material divergence between optimistic and conservative outlooks depending on execution
When is the next earnings date for Carrier (CARR)?
Carrier Global (CARR) is estimated to report its next earnings for the Q1 2026 quarter between April 24, 2026, and May 1, 2026, with some projections pinpointing dates like April 23 or April 30 based on historical patterns. This follows the most recent Q4 2025 release on February 5, 2026. The company has not yet officially announced the precise date.
Stock Performance Snapshot
Analyst Rating
Analysts recommend buying Carrier's stock with a target price of $72.19, indicating strong growth potential.
Financial Health
Carrier is showing solid earnings and cash flow, indicating good financial stability and performance.
Dividend
Carrier's dividend yield of 1.68% is decent for investors looking for some income. If you invested $1000 you would be paid $16.80 a year in dividends (based on the last 12 months).
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Explore BasketWhy You’ll Want to Watch This Stock
Steady Service Revenue
Aftermarket contracts and maintenance can smooth revenue versus new‑unit cycles, though service performance varies with demand and pricing.
Global Retrofit Demand
Energy‑efficiency rules and building upgrades worldwide can support long‑term demand for HVAC replacements, though timing depends on policy and construction trends.
Efficiency & Technology
Digital controls and more efficient systems may improve margins and differentiation, but adoption and competition influence outcomes.
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