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.
Carrier Global Corporation (NYSE:CARR ) Annual Global Transportation & Industrials Conference Call May 20, 2025 10:25 AM ET Company Participants David Gitlin - Chairman and Chief Executive Officer Patrick Goris - Chief Financial Officer Conference Call Participants Nigel Coe - Wolfe Research Nigel Coe Great. So I think we're live, so thank you very much and for the benefit of those who are on the webcast, welcome to the Wolfe Transports Industrial Conference.
Carrier Global Corporation (NYSE:CARR ) Q1 2025 Earnings Conference Call May 1, 2025 7:30 AM ET Company Participants Michael Rednor - Vice President, Investor Relations David Gitlin - Chairman and Chief Executive Officer Patrick Goris - Chief Financial Officer Conference Call Participants Nigel Coe - Wolfe Research Julian Mitchell - Barclays Andy Kaplowitz - Citigroup Steve Tusa - JPMorgan Jeffrey Sprague - Vertical Research Joe Ritchie - Goldman Sachs Deane Dray - RBC Joseph O'Dea - Wells Fargo Chris Snyder - Morgan Stanley Amit Mehrotra - UBS Stephen Volkmann - Jefferies Tommy Moll - Stephens Operator Good morning, and welcome to Carrier's First Quarter 2025 Earnings Conference Call. I would like to introduce your host for today's conference, Michael Rednor, Vice President of Investor Relations.
Carrier Global's first-quarter 2025 performance is expected to have benefited from strong HVAC growth and solid aftermarket services, despite challenges in Europe and China.
Evaluate the expected performance of Carrier Global (CARR) for the quarter ended March 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.