It has only been two and a half months since my previous coverage of Carrier Global Corporation ( CARR ), and yet, it has already delivered over 20% returns. I understand the upward investor views considering the potentialI have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on t ...

Core Insights - Carrier Global Corporation (CARR) has delivered over 20% returns in just two and a half months since the last coverage, indicating strong investor confidence and potential growth in the company [1]. Company Overview - The company operates in the logistics sector, which has seen significant interest and investment opportunities, particularly in the context of macroeconomic analysis [1]. - Carrier Global Corporation is part of a diversified portfolio that includes investments in various industries such as banking, telecommunications, and hotels [1]. Market Context - The logistics sector has been a focus for nearly two decades, with increasing investor engagement in stock markets as a means of portfolio diversification [1]. - The US market has been a point of interest for investors, with a notable increase in trading activities since 2020, reflecting a broader trend of diversification beyond local markets [1].

Group 1 - The individual has extensive experience in the energy industry, having worked for 22 years in various roles including engineering, planning, and financial analysis [1] - The investment strategy focuses on matching the S&P 500 return over the long term while achieving lower volatility and higher income [1] - The approach emphasizes long-term holding of positions unless there is a compelling reason to sell, seeking investment opportunities across all asset classes, market caps, sectors, and yields [1] Group 2 - The analyst has a beneficial long position in the shares of CARR, indicating a personal investment interest in the company [2] - The article reflects the author's own opinions and is not influenced by compensation from any company mentioned [2] - There is no business relationship with any company whose stock is discussed in the article, ensuring an independent perspective [2]

U.S. equities experienced a challenging day on Thursday, February 5, 2026, as a significant sell-off in technology stocks and discouraging reports from the job market weighed heavily on investor sentiment. The tech-heavy Nasdaq Composite (NDAQ) and the benchmark S&P 500 (SPX) both closed sharply lower, marking their third consecutive day of losses, while the Dow Jones Industrial Average (DJIA) also retreated amidst a broad "risk-off" environment.The S&P 500 fell 1.2% to close at 6,798.40, recording its sixt ...

Carrier Stock Drops. AI Wasn't Enough to Save Earnings. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Carrier Stock Drops. AI Wasn't Enough to Save Earnings.By [Al Root]ShareResize---ReprintsIn this article[CARR][SPX][DJIA]Coming into Thu ...

Financial Performance - For the year ended December 31, 2025, net sales were $21.7 billion, with an operating profit of $2.2 billion, and international operations accounted for approximately 52% of net sales[19] - New equipment sales comprised 72% of total net sales, while parts and service accounted for 28%[19] Strategic Initiatives - In 2023, the company initiated a portfolio transformation to establish itself as a pure-play leader in intelligent climate and energy solutions, focusing on electrification and energy-efficient solutions[25] - The acquisition of the Viessmann Group's climate solutions business in January 2024 expanded the company's portfolio in sustainable building and energy management solutions[26] - A purchase agreement was signed to sell the Riello business for expected gross proceeds of approximately $430 million, with the transaction anticipated to close in the first half of 2026[27] - The company plans to enhance its product offerings with digitally-enabled lifecycle solutions, including the Abound cloud-based platform and the Lynx digital platform developed with AWS[30] - The company plans to invest over $4 billion to develop intelligent climate and energy solutions aimed at reducing environmental impacts by 2030[41] - The company aims to avoid more than 1 gigaton of customer greenhouse gas emissions and achieve carbon-neutral operations by 2030[41] Innovation and Intellectual Property - The company holds approximately 11,000 active patents and pending patent applications worldwide, protecting its research and development investments[36] Operations and Workforce - As of December 31, 2025, the company had approximately 47,000 employees worldwide, with 34% in the Americas, 36% in Europe, and 30% in Asia Pacific, Middle East & Africa[44] - The company promotes learning and development through various programs, including technical training and leadership development reviews[46] - The company measures employee engagement through three annual Pulse surveys to assess sentiment related to company priorities and leadership practices[50] Safety and Health - The total recordable incident rate (TRIR) for 2025 was 0.35, and the lost time incident rate (LTIR) was 0.13, indicating a focus on employee health and safety[48] Financial Risks - The company is exposed to fluctuations in foreign currency exchange rates, interest rates, and commodity prices, which could impact financial results[253] - Substantially all of the company's long-term debt has fixed interest rates, minimizing the impact of market interest rate fluctuations on operations[257] - The company actively manages material currency exposures associated with purchases and sales at the legal entity level[254] - The company has no commodity hedge contracts in place as of December 31, 2025, exposing it to volatility in commodity prices[256] Market Demand - Demand for HVAC products is seasonal, with higher sales typically occurring in the second and third quarters due to increased air conditioning needs[39] Joint Ventures - The company operates 58 joint ventures, with 52% related to Climate Solutions Americas and 38% to Climate Solutions Asia Pacific, Middle East & Africa, which are integral to its growth strategy[38]

Core Insights - Carrier Global Corporation is a key player in the intelligent climate and energy solutions industry, focusing on HVAC systems, refrigeration, and fire and security solutions [1] Financial Performance - For Q4 2025, Carrier reported an EPS of $0.34, which was below the estimated $0.37 and the Zacks Consensus Estimate of $0.36, resulting in a 6.49% negative surprise [2][6] - The company's quarterly revenue was approximately $4.84 billion, missing the estimated $5.05 billion and the Zacks Consensus Estimate by 4.08%, and representing a decline from $5.15 billion in the same quarter last year [3][6] - Despite the quarterly challenges, Carrier's full-year 2025 sales were $21.75 billion, a 3% decrease from 2024, with organic sales down by 1% [4] Market Dynamics - The global commercial HVAC and aftermarket sectors experienced double-digit growth, with fourth-quarter orders increasing by nearly 50% due to significant data center wins [4] - Carrier has exceeded consensus revenue estimates in three of the last four quarters, indicating some resilience despite recent challenges [3] Valuation Metrics - Carrier's financial metrics include a P/E ratio of approximately 13.55, a price-to-sales ratio of about 2.43, and an enterprise value to sales ratio of around 2.92 [5] - The enterprise value to operating cash flow ratio is notably higher at approximately 40.15, and the debt-to-equity ratio stands at about 0.85, indicating a moderate level of debt relative to equity [5]

Carrier Global (NYSE:CARR) Q4 2025 Earnings call February 05, 2026 07:30 AM ET Company ParticipantsDavid Gitlin - Chairman and CEOMichael Rednor - Head of Investor RelationsNigel Coe - Managing DirectorPatrick Goris - EVP and CFOConference Call ParticipantsJulian Mitchell - Equity Research AnalystOperatorGood morning, and welcome to Carrier's fourth quarter 2025 earnings conference call. I would like to introduce your host for today's conference, Michael Rednor, Vice President of Investor Relations. Please ...

Carrier Global (NYSE:CARR) Q4 2025 Earnings call February 05, 2026 07:30 AM ET Company ParticipantsAndrew Kaplowitz - Managing DirectorDavid Gitlin - Chairman and CEODeane Dray - Managing DirectorJoe Ritchie - Managing DirectorJoseph O'Dea - Managing DirectorMichael Rednor - VP of Investor RelationsNigel Coe - Managing DirectorPatrick Goris - EVP and CFOScott Davis - Chairman and CEOSteve Tusa - Managing DirectorConference Call ParticipantsAmit Mehrotra - Managing Director and Senior Equity AnalystChris Sny ...

Carrier Global (NYSE:CARR) Q4 2025 Earnings call February 05, 2026 07:30 AM ET Speaker2Good morning, and welcome to Carrier's fourth quarter 2025 earnings conference call. I would like to introduce your host for today's conference, Michael Rednor, Vice President of Investor Relations. Please go ahead.Speaker1Good morning, and welcome to Carrier's fourth quarter 2025 earnings conference call. On the call with me today are David Gitlin, Chairman and Chief Executive Officer, and Patrick Gorris, Chief Financial ...