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11:30
Jul 28 ◎

CARR FY2026 Q2 Watch

Carrier Global Corporation (CARR) FY2026 Q2 Earnings Call

CARR ▾

David Gitlin

Management is clearly positive on forward prospects, raising full-year guidance across multiple metrics, citing strong demand in data centers and a recovering resi business.

"With strong orders, record backlog levels, and first half results being better than expected, we are raising our full year guidance on sales, operating profit, and EPS."

CARR WATCH

HIGH

11:30
Apr 30 ◎

CARR FY2026 Q1 Watch

Carrier Global Corporation (CARR) FY2026 Q1 Earnings Call

TOSBF CARR ▾

David Gitlin

Carrier is using a Toshiba-branded VRF platform to expand its product offering in the CSAME region.

"Our CSAME business introduced a new Toshiba-branded side discharge VRF platform featuring best-in-class efficiency, distinctive aesthetics, low-noise performance, and high reliability."

TOSBF WATCH

David Gitlin

Management sounds confident due to robust commercial HVAC and data center demand, which supports raising pricing to offset tariff costs while maintaining the full-year guide.

"Company orders in 1Q were up 11%, led by global CHVAC up 35%, including CSA commercial HVAC up over 80%. Global data center orders were up over 500%"

CARR WATCH

HIGH

12:30
Feb 05 ◎

CARR FY2025 Q4 Watch

Carrier Global Corporation (CARR) FY2025 Q4 Earnings Call

TOSBF NVDA ▾

David Gitlin

The inclusion of Toshiba in Carrier's service coverage indicates ongoing integration and aftermarket revenue opportunities from the acquired business.

"and our global coverage, that is, chillers covered by service agreements, is up to 110,000, including Toshiba."

TOSBF WATCH

David Gitlin

NVIDIA's upcoming Vera Rubin chip is mentioned to have the same thermal power and input temperature as the current Blackwell chip, implying Carrier's existing chiller solutions are adequate for upcoming GPU generations. — This reduces the risk of a discontinuity in demand for Carrier's cooling products as NVIDIA shifts to next-generation architectures.

"We have been working together on a number of climate optimized reference designs, and thinking very closely about the chilling requirements for their future chip, the Vera Rubin."

NVDA WATCH

HIGH

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