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Carrier Global Earnings Calls
| Release date | Apr 30, 2026 |
| EPS estimate | $0.508 |
| EPS actual | $0.570 |
| EPS Surprise | 12.20% |
| Revenue estimate | 5.015B |
| Revenue actual | 5.341B |
| Revenue Surprise | 6.51% |
| Release date | Feb 05, 2026 |
| EPS estimate | $0.375 |
| EPS actual | $0.340 |
| EPS Surprise | -9.31% |
| Revenue estimate | 5.052B |
| Revenue actual | 4.837B |
| Revenue Surprise | -4.25% |
| Release date | Oct 28, 2025 |
| EPS estimate | $0.634 |
| EPS actual | $0.670 |
| EPS Surprise | 5.68% |
| Revenue estimate | 5.652B |
| Revenue actual | 5.579B |
| Revenue Surprise | -1.30% |
| Release date | Jul 29, 2025 |
| EPS estimate | $0.91 |
| EPS actual | $0.92 |
| EPS Surprise | 1.55% |
| Revenue estimate | 6.109B |
| Revenue actual | 6.113B |
| Revenue Surprise | 0.0698% |
Last 4 Quarters for Carrier Global
Below you can see how CARR performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 29, 2025 |
| Price on release | $71.67 |
| EPS estimate | $0.91 |
| EPS actual | $0.92 |
| EPS surprise | 1.55% |
| Date | Price |
|---|---|
| Jul 23, 2025 | $79.61 |
| Jul 24, 2025 | $79.44 |
| Jul 25, 2025 | $80.73 |
| Jul 28, 2025 | $80.18 |
| Jul 29, 2025 | $71.67 |
| Jul 30, 2025 | $68.20 |
| Jul 31, 2025 | $68.62 |
| Aug 01, 2025 | $66.92 |
| Aug 04, 2025 | $66.54 |
| 4 days before | -9.97% |
| 4 days after | -7.16% |
| On release day | -4.84% |
| Change in period | -16.42% |
| Release date | Oct 28, 2025 |
| Price on release | $58.74 |
| EPS estimate | $0.634 |
| EPS actual | $0.670 |
| EPS surprise | 5.68% |
| Date | Price |
|---|---|
| Oct 22, 2025 | $56.74 |
| Oct 23, 2025 | $57.12 |
| Oct 24, 2025 | $57.84 |
| Oct 27, 2025 | $58.29 |
| Oct 28, 2025 | $58.74 |
| Oct 29, 2025 | $60.75 |
| Oct 30, 2025 | $58.85 |
| Oct 31, 2025 | $59.49 |
| Nov 03, 2025 | $57.86 |
| 4 days before | 3.52% |
| 4 days after | -1.50% |
| On release day | 3.42% |
| Change in period | 1.97% |
| Release date | Feb 05, 2026 |
| Price on release | $63.10 |
| EPS estimate | $0.375 |
| EPS actual | $0.340 |
| EPS surprise | -9.31% |
| Date | Price |
|---|---|
| Jan 30, 2026 | $59.58 |
| Feb 02, 2026 | $60.36 |
| Feb 03, 2026 | $61.20 |
| Feb 04, 2026 | $63.55 |
| Feb 05, 2026 | $63.10 |
| Feb 06, 2026 | $63.92 |
| Feb 09, 2026 | $65.32 |
| Feb 10, 2026 | $65.82 |
| Feb 11, 2026 | $67.08 |
| 4 days before | 5.91% |
| 4 days after | 6.31% |
| On release day | 1.30% |
| Change in period | 12.59% |
| Release date | Apr 30, 2026 |
| Price on release | $67.17 |
| EPS estimate | $0.508 |
| EPS actual | $0.570 |
| EPS surprise | 12.20% |
| Date | Price |
|---|---|
| Apr 24, 2026 | $60.97 |
| Apr 27, 2026 | $61.91 |
| Apr 28, 2026 | $62.00 |
| Apr 29, 2026 | $61.74 |
| Apr 30, 2026 | $67.17 |
| May 01, 2026 | $67.62 |
| May 04, 2026 | $65.89 |
| May 05, 2026 | $64.18 |
| May 06, 2026 | $67.90 |
| 4 days before | 10.17% |
| 4 days after | 1.09% |
| On release day | 0.670% |
| Change in period | 11.37% |
Carrier Global Earnings Call Transcript Summary of Q1 2026
Key points for investors: Carrier reported a stronger-than-expected start to 2026 while reaffirming full-year guidance. Total company orders rose 11% in Q1, driven by commercial HVAC (CHVAC) strength—global CHVAC orders +35% and data center orders +500%—with current data center backlog covering the company's $1.5 billion sales target for 2026 (with intent to exceed it). Organic sales were roughly flat; CSA Residential improved versus prior expectations but remains soft year-over-year due to distributor-to-dealer movement and lower field inventories. Europe showed accelerating heat-pump demand (notably Germany) while China residential and light-commercial remained weak. Margins and EPS beat Q1 guidance: adjusted operating profit $594M and adjusted EPS $0.57; free cash flow was a modest outflow of $15M (seasonal). Management announced product and systems differentiation initiatives (CDUs, QuantumLeap systems, Viessmann partnership, expanded digital/connectivity/aftermarket focus) and emphasized aftermarket as a multi-year growth driver. Carrier disclosed increased input-cost pressure from new tariffs, fuel and commodity prices and plans to offset dollar-for-dollar via supply-chain actions, cost reductions and pricing—now expecting an incremental ~2 points of pricing globally in 2026. Despite incremental cost headwinds, the company reaffirmed its full-year revenue (~$22B), margin and adjusted EPS (~$2.80, up high-single-digits vs. 2025) guidance. They returned about $500M to shareholders in the quarter and expect to generate normal seasonal free cash flow in Q2. Region/segment highlights: CSA margins pressured by under-absorption from Resi weakness but expected to improve in H2; CSE benefitting from heat-pump demand though Q1 promotions weighed margins; CSAME strong outside China but China RLC remains a drag; CST driven by robust Container performance. Management is defensive on macro/tariff uncertainty but confident in pricing and aftermarket/differentiation strategy to protect share and profitability.
