Core Insights - Carrier Global Corporation has rebranded its global command centers to Carrier Customer Command Centers, emphasizing a customer-first approach and the centers' role in enhancing energy efficiency and reducing maintenance costs [1][4]. Group 1: Rebranding and Commitment - The rebranding from BluEdge Command Centers to Carrier Customer Command Centers highlights Carrier's dedication to customer-centricity and service excellence [2][4]. - The new identity aligns with Carrier's mission to improve lives and the environment through innovative climate solutions [4][5]. Group 2: Operational Capabilities - Carrier's command centers monitor over 240,000 connected assets and support more than 32,000 buildings globally, showcasing the scale and capabilities of the network [3]. - Each month, the centers identify over 10,000 service needs through predictive analytics and handle over 12,000 service technician calls, significantly improving response times [3]. - Over the past year, the centers have remotely resolved more than 60% of HVAC and lighting issues, reducing downtime and avoiding costly service calls [3]. Group 3: Industry Recognition - The command centers have received multiple awards for innovation and service excellence, including gold for Best of IoT – Services at the 2022 IoT Innovator Awards and Excellence in Customer Service Awards in 2023 and 2025 [2].

Strategy and Financial Ambition - The company is introducing a new 5-year strategy, Impact4, focusing on customers and value creation, with a new Executive Leadership Team and financial ambition[3] - The company aims for organic revenue growth of 7-8% (5-year CAGR) and absolute EBIT growth in line with or above revenue growth until 2030[51, 64, 112] - The company targets a Return on Invested Capital (ROIC) of more than 20% in FY 2029/30, with a linear improvement expected over the period[52, 64, 113] Business Unit Structure and Market Overview - The company is introducing a new structure with two Business Units: Chronic Care (~75% of revenues) and Acute Care (~25% of revenues)[26] - The company operates in an attractive marketplace valued at 110+ billion DKK, with strong positions in the chronic segments[21] - The market the company competes in is characterized by stable fundamentals and structural growth of 4-5%[24] Global Operations and Efficiency - The company aims for gross margin accretion through efficiency initiatives in Global Operations, Kerecis, and Atos Medical[77] - The company expects CAPEX-to-sales ratio to be 4-5%, reducing to around 4% towards the end of the Impact4 strategy period[93] - The company is focused on improving both FCF-to-sales (aiming above 20%) and ROIC during the Impact4 period[94, 95] Sustainability and Social Metrics - The company aims for a 90% emission reduction (Scope 1+2) by 2029/30 and net zero by 2045[106] - The company targets a 15-20% reduction in materials used in products and packaging by 2029/30[106] - The company aims for diversity in leadership of 40%+ and an Employee Engagement score in the top quartile of the industry[107, 198]