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Carrier Global Corporation (CARR) Barclays 42nd Annual Industrial Select Conference (Transcript)
Carrier Carrier (US:CARR) Seeking Alphaยท2025-02-20 18:58

Core Viewpoint - Carrier Global Corporation is experiencing strong order growth, with expectations for continued demand in the commercial HVAC sector and a positive outlook for recovery in certain regions [2]. Group 1: Orders Growth - The company reported a full-year orders growth in the low teens percentage range last year [2]. - Expectations for double-digit growth in global commercial HVAC across all regions [2]. - Aftermarket orders are also anticipated to grow in double digits [2]. Group 2: Regional Performance - Residential and light commercial segments in Europe and Asia saw significant declines last year but are expected to stabilize this year [2]. - Guidance for mid-single-digit growth this year, with potential for recovery in the affected regions [2]. - Long-term growth expectations remain strong, with a target growth algorithm of 6% to 8% once recovery occurs [2].