Carrier Global Corporation (CARR) Presents at Goldman Sachs Industrials and Materials Conference 2025 Transcript
Carrier Global Corporation ( CARR ) Baird 55th Annual Global Industrial Conference November 12, 2025 1:00 PM EST Company Participants David Gitlin - Chairman & CEO Patrick Goris - Senior VP & CFO Conference Call Participants Timothy Wojs - Robert W. Baird & Co. Incorporated, Research Division Presentation Timothy Wojs Robert W.
After experiencing share price weakness, three notable companies have announced major stock buyback programs, indicating that they believe the current weakness is not a risk, but rather an opportunity to create long-term shareholder value.
Carrier Global Corp. NYSE: CARR stock was up almost 2% in midday trading on Oct. 29, after the company delivered a solid earnings report that confirmed the sell-off in the stock may be overdone. Revenue of $5.58 billion was slightly higher than the consensus estimate of $5.55 billion.
The heating, ventilation, and air conditioning (HVAC) industry sits directly at the center of major industrial investment cycles right now, from the rapid expansion of artificial intelligence data centers to broader sustainability upgrades and energy-efficient infrastructure. Comfort Systems USA FIX and Carrier Global Corp. CARR are two of the most prominent players benefiting from those long-term trends.
Carrier Global Corporation (NYSE:CARR ) Q3 2025 Earnings Call October 28, 2025 7:30 AM EDT Company Participants Michael Rednor David Gitlin - Chairman & CEO Patrick Goris - Senior VP & CFO Conference Call Participants Jeffrey Sprague - Vertical Research Partners, LLC Scott Davis - Melius Research LLC Julian Mitchell - Barclays Bank PLC, Research Division C. Stephen Tusa - JPMorgan Chase & Co, Research Division Nigel Coe - Wolfe Research, LLC Joseph Ritchie - Goldman Sachs Group, Inc., Research Division Andrew Kaplowitz - Citigroup Inc., Research Division Deane Dray - RBC Capital Markets, Research Division Andrew Obin - BofA Securities, Research Division Christopher Snyder - Morgan Stanley, Research Division Nicole DeBlase - Deutsche Bank AG, Research Division Amit Mehrotra - UBS Investment Bank, Research Division Presentation Operator Good morning, and welcome to Carrier's Third Quarter 2025 Earnings Conference Call.
Although the revenue and EPS for Carrier Global (CARR) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Carrier Global's Q3 results on Oct. 28 will likely reflect HVAC strength, Viessmann gains, and currency tailwinds amid residential softness.
The headline numbers for Carrier Global (CARR) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Carrier Global Corporation (NYSE:CARR ) Q2 2025 Earnings Conference Call July 29, 2025 7:30 AM ET Company Participants David L. Gitlin - Chairman & CEO Michael Rednor - Corporate Participant Patrick P.
Carrier Global's Q2 is likely to show gains from HVAC growth, clean tech deals and AI-driven services, even as light commercial markets remain soft.
Stocks like CARR and FIX are likely to benefit from the Air Conditioner & Heating industry's pro-environmental moves and data center surge.