A 9-to-5 job is a safe choice for millions of Americans. The steady paycheck and a clearer career ladder matter to many people. But for others, an office job is limiting financially, physically and mentally. GOBankingRates spoke to Bobby Gibbons of Enhance Home Solutions, who built a six-figure income by leaving the traditional employment path and betting on his skills instead. Here are the reasons he quit his 9-to-5 job as an HVAC technician and started a business. A Life-Changing Moment Forced a Rethi ...

Carrier's dividend profile contrasts sharply with primary competitor Trane Technologies (NYSE: TT). Trane offers a 0.81% yield on an annualized dividend of $3.76 per share, with its most recent quarterly payment at $0.94 and an upcoming March payment increasing to $1.05.Carrier Global (CARR) receives an A- overall dividend grade, reflecting strong FCF coverage and payout ratio. Wall Street analysts currently rate CARR as a 'Buy' with a +7.2% upside to its price target.The February payment marks the sixth co ...

Second Quarter Fiscal 2026 Results Quarter Ended December 31, 2025 Supplementary Information to the February 5, 2026, Earnings Conference Call & Webcast Lasting relationships. Global success. Kimball Electronics Confidential Jana Croom CFO Safe Harbor Statement Certain statements contained within this supplementary information, including our fiscal year 2026 guidance, and any statements made during our earnings conference call today may be considered forward-looking under the Private Securities Litigation R ...

Core Viewpoint - Carrier Global Corp. has provided its adjusted earnings and sales guidance for the full year 2026, projecting adjusted earnings of approximately $2.80 per share with sales and organic sales growth expected to be flat to low-single-digits [1] Financial Projections - For fiscal 2026, analysts expect the company to report earnings of $2.88 per share with revenue growth of 2.89 percent, translating to approximately $22.61 billion in revenue [2] - The company's full-year guidance includes the anticipated divestiture of Riello, expected to conclude by the end of Q1 2026, which will result in a year-over-year sales headwind of about $350 million and a reduction of approximately $0.03 in adjusted earnings per share [2] Market Performance - In pre-market trading on Thursday, Carrier Global Corp. shares are priced at $60.80, reflecting a decrease of $2.86 or 4.49 percent [3]

Core Insights - Giverny Capital Asset Management's portfolio returned 0.01% in Q4 2025, underperforming the S&P 500's 2.66% return, and YTD returns were 12.58% compared to the Index's 17.88% [1] - The firm faced challenges due to its underweight in large technology companies and overweight in smaller niche leaders, which negatively impacted performance [1] - The market's focus on AI investments has overshadowed the earnings growth and capital returns of portfolio companies, leaving the actual benefits unclear [1] Company Highlights - Watsco, Inc. (NYSE:WSO) was highlighted as a new portfolio holding, being the largest distributor of HVAC systems in the U.S. [2][3] - As of January 30, 2026, Watsco's stock closed at $386.45 per share, with a one-month return of 9.51%, but a three-month loss of 19.05% [2] - Watsco has a market capitalization of $15.72 billion [2] Investment Position - Giverny Capital initiated a 3.5% position in Watsco, emphasizing its important relationship with Carrier and distribution of products from other manufacturers like Rheem and Daikin [3] - Watsco is not among the 30 most popular stocks among hedge funds, with 34 hedge fund portfolios holding it at the end of Q3, unchanged from the previous quarter [4] - While Watsco is acknowledged as a potential investment, the firm believes certain AI stocks present greater upside potential and less downside risk [4]

This story was originally published on Facilities Dive. To receive daily news and insights, subscribe to our free daily Facilities Dive newsletter. A federal rule that took effect on January 1 puts a compliance burden on managers whose facilities use HVAC systems, freezers and other appliances with as little as 15 pounds of hydrofluorocarbons refrigerant charge.   “This is definitely a new paradigm,” Steven Blumenfeld, vice president and general manager of Trakref, a cloud-based refrigerant management pla ...

Core Insights - Comfort Systems USA, Inc. (NYSE:FIX) reported a remarkable third quarter with same-store revenue increasing by 33% and earnings per share more than doubling compared to the previous year [1] - The company achieved over $500 million in free cash flow for the quarter, significantly reshaping business expectations [1] Financial Performance - Revenue reached $2.5 billion, an increase of $639 million from the previous year, driven primarily by the electric segment which saw a 71% revenue increase, while mechanical revenue grew by 26% [2] - The company generated more than $400 million in quarterly EBITDA for the first time, reflecting a 74% increase from the same quarter last year [2] Business Focus and Strategy - Comfort Systems operates across mechanical, electrical, and plumbing services for various sectors including commercial, institutional, and industrial customers, focusing on projects such as data centers, hospitals, schools, and manufacturing plants [3] - Management has prioritized operational execution and maintaining a skilled workforce, while also adopting new construction methods like modular building to enhance efficiency [4] Growth and Diversification - The company has diversified its exposure to faster-growing markets such as advanced technology and healthcare, with acquisitions being approached with discipline to enhance capabilities without compromising margins [5]

Core Insights - Johnson Controls International plc (JCI) is recognized as a strong industrial stock following its fiscal Q4 earnings, which exceeded market expectations [1][2] - Goldman Sachs has maintained a Buy rating on JCI and raised the price target from $124 to $142, citing a 3% increase in segment EBITDA compared to market consensus [1] - The company reported a GAAP EPS of $0.42 and a 3% increase in Q4 sales to $6.4 billion, with significant growth in both Systems and Service segments [2] Financial Performance - JCI's fiscal Q4 sales reached $6.4 billion, reflecting a 3% growth year-over-year [2] - The company achieved double-digit growth in its Systems segment and high single-digit growth in its Service segment during the quarter [2] - JCI returned $243 million to shareholders in dividends and executed a $5 billion share repurchase program [2] Business Overview - Johnson Controls specializes in designing, distributing, installing, and maintaining HVAC systems, building controls, fire and security systems, and refrigeration units [3] - The company also offers services such as inspections, routine maintenance, repairs, and energy-efficient smart building solutions [3]

Core Insights - The American manufacturing industry faced significant challenges in 2025, including increased costs, rising unemployment, and slumping budgets, primarily due to uncertainties in trade policies and taxes [1][2] - Despite these challenges, opportunities are anticipated for 2026, driven by new tax stipulations from the One Big Beautiful Bill Act, adjusted trade agreements, and potential interest rate drops [2][4] - The West Monroe report highlights a shift towards digitalization and improved decision-making in the manufacturing sector, with a focus on accurate data management and AI collaboration [3][4] Industry Overview - The manufacturing sector experienced a downturn in 2025, with a Deloitte report indicating a decline in activity and budgets [1] - The West Monroe report noted that 46% of companies reacted quickly to trade or policy shifts, which sometimes led to data inaccuracies [3] - M&A activity decreased in volume but increased in transaction values, indicating a focus on high-quality assets and modernization efforts [4] Company Highlights - Johnson Controls International plc (NYSE:JCI) reported a fiscal Q4 EPS of $0.42 and sales growth of 3% to $6.4 billion, with strong performance in its Systems and Service segments [10] - RTX Corporation (NYSE:RTX) received an Outperform rating from BNP Paribas Exane, with a price target of $210, and is involved in a $1.25 billion deal to supply missiles to Israel [12][13] - RTX has invested $33 million in a new manufacturing site in Arkansas to support missile production, reflecting increased demand amid global tensions [14]

Core Viewpoint - Lowe's CEO anticipates an increase in home renovations as homeowners are hesitant to purchase new homes due to high mortgage rates, which has positively impacted the company's stock performance [1]. Company Performance - Lowe's stock rose nearly 6% following the CEO's optimistic outlook on home renovations [1]. - The company reported better-than-expected results in the third quarter, raising its full-year sales outlook [3]. - Despite a small increase in same-store sales of 0.4%, which was below the expected 1.02%, Wall Street remains optimistic about Lowe's performance [4]. Market Conditions - Homeowners are likely to utilize home equity lines of credit (HELOC) for larger home improvement projects, driven by their reluctance to give up low mortgage rates [2]. - The average 30-year fixed-rate mortgage rate is currently at 6.24%, reflecting a slight increase [2]. - The average age of homes in the U.S. is approximately 44 years, indicating a growing need for renovations [2]. Competitive Position - Lowe's has achieved double-digit growth in its home installation business, including kitchens, bathrooms, and HVAC systems [5]. - The company is gaining market share, which is contributing to its success despite a lack of overall market recovery [6]. - Analysts believe Lowe's profitability will improve, and its margin gap with Home Depot is expected to narrow as it gains traction with professional customers [6].