Carrier (US:CARR) Seeking Alphaยท2025-09-10 20:26Company Overview - Carrier has undergone significant transformation over the past few years, focusing on a balanced portfolio and exposure to enduring secular trends [2] - The company is positioned as a market leader in key verticals and geographies globally [2] Financial Performance - Earnings per share (EPS) has grown at a compound annual growth rate (CAGR) of 17% since 2022, with a more than 25% increase in the first half of the current year [3] - Sales in the first half of the year were up in the mid-teens percentage-wise, despite flat volume compared to the previous year [3] Market Challenges - The North American residential market is currently facing challenges, with a noted weakening in demand during June and July [3] - As a result, the company has revised its Q3 volume forecast to a decrease of 15% compared to the previous year, expecting significantly lower volume in Q3 [3]