CA CARR Carrier Global Corporation 로딩 중... : 애널리스트의 강세 및 약세 의견

Trane took one-third of its residential factory production days out in Q4 2025 to normalize channel inventory, causing ~60% deleverage in that segment, but management believes inventory is now right-sized. — Suggests the residential HVAC destocking cycle is largely over for Trane but may indicate market-wide pricing/discounting pressure, especially for peers like Carrier that have heavier resi exposure.