Carrier Global Corporation (CARR) Earnings Call Transcripts
Carrier Global Corporation's Latest Earnings Call - September 15, 2026
In the third quarter of 2026, Carrier Global Corporation (CARR:US) reported strong financial performance, with revenues expected to exceed $6 billion and adjusted EPS projected at $0.75, indicating robust growth driven by record backlogs and increased demand in commercial HVAC and residential markets. Management expressed confidence in achieving a minimum of $3 billion in data center revenues for 2027, supported by significant capacity expansions and a strong order pipeline. The company maintained its growth outlook, with a positive sentiment towards future performance despite ongoing supply chain challenges.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $6B (beat) |
| Adjusted EPS | $0.75 (inline) |
| Data Center Revenue (H2 2026) | $1.5B (beat) |
| Data Center Revenue (2027) | $3B (positive) |
| Residential Growth Rate | High single digits (positive) |
| European Market Margins | High single digits (positive) |
Guidance from management
Management expects Q3 sales to exceed $6 billion and adjusted EPS to be around $0.75, maintaining a positive outlook for 2027 with a minimum of $3 billion in data center revenues.
What analysts pressed on
Analysts expressed concerns about potential supply chain disruptions and the impact of rising interest rates on residential demand. There were questions regarding the sustainability of growth in the face of macroeconomic challenges.
Main topics on the call
- Record Backlogs in Commercial HVAC — Carrier's global commercial HVAC orders surged over 50% in the first half of 2026, leading to record backlogs of approximately $8 billion. CEO David Gitlin stated, "We expect order intake to again be very strong here in ...
- Data Center Revenue Outlook — Management anticipates achieving $1.5 billion in data center revenues in the second half of 2026 and projects a minimum of $3 billion for 2027. Gitlin noted, "We feel good about the growth for next year," highlighting st...
- Residential Market Recovery — Carrier's residential and light commercial businesses in the Americas are rebounding faster than expected, with projected growth in the high single digits for the year. Gitlin remarked, "It's far better this year than we...
- European Market Growth — The European market is experiencing strong demand for heat pumps and air conditioning, with management expecting improved margins in Q3. Goris stated, "The outlook we have for sales growth in Europe has never been better...
Read the full Carrier Global Corporation transcript (September 15, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Carrier Global Corporation
Carrier Global Corporation (CARR) is a publicly listed company in the Building Products industry, within the Industrials sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 78 calls on record spanning February 10, 2020 to September 15, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 78 Carrier Global Corporation earnings call transcripts on record, spanning February 10, 2020 to September 15, 2026. Based on this history, Carrier Global Corporation reports quarterly. The most recent call on file is dated September 15, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- CARR
- Exchange
- NYSE
- Country
- US
- Sector
- Industrials
- Industry
- Building Products
- Calls on record
- 78
- First call
- February 10, 2020
- Most recent
- September 15, 2026
- Reporting cadence
- quarterly