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Carrier Global Corporation (CARR) Presents at Barclays 43rd Annual Industrial Select Conference Transcript
Seeking Alpha· 2026-02-19 15:35
Group 1 - The company has a target of 6% to 8% organic growth, which is a through-cycle goal, but has been below this range for the past couple of years due to various reasons [1] - Approximately 40% of the company's portfolio is experiencing double-digit growth, which is expected to contribute consistently to the overall growth target [1] - The commercial aftermarket segment is projected to achieve its sixth consecutive year of double-digit growth, indicating strong performance in this area [1] Group 2 - The company anticipates sustained double-digit growth in both the aftermarket and data center segments [2] - For the current year, the company expects to end with around 1% growth, primarily impacted by a decline in the RLC business in the Americas, which is down by high single digits [2] - The RLC business represents a significant portion of approximately $6 billion, contributing to the headwind affecting overall growth [2]