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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Carrier Global (CARR) is 4/10.
Carrier posted approximately flat organic sales with adjusted EPS of $0.57 declining 12% year-over-year, burdened by approximately $335 million in restructuring and acquisition-related charges on the GAAP line. The company reaffirmed full-year guidance of approximately $2.80 adjusted EPS. Data center orders surged over 500% with strong backlog, while Americas residential HVAC remained under pressure and China residential weakness persisted with no bottom in sight.
Scored from Carrier Global’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $5.15B | +0.9% | $2.82 | +475.5% | 7.4% | 49.6% | $-85M |
| FY2025 Q1 | $5.22B | -3.7% | $0.47 | +62.1% | 10.8% | 7.9% | $420M |
| FY2025 Q2 | $6.11B | +3.0% | $0.70 | -72.5% | 13.0% | 9.7% | $568M |
| FY2025 Q3 | $5.58B | -6.8% | $0.50 | +2.0% | 8.9% | 7.7% | $224M |
| FY2025 Q4 | $4.84B | -6.0% | $0.06 | -97.9% | 1.1% | 1.1% | $882M |
| FY2026 Q1 | $5.34B | +2.4% | $0.28 | -40.4% | 4.5% | 4.5% | $-15M |
| FY2026 Q2 | $6.35B | +3.9% | $0.60 | -14.3% | 12.1% | 7.9% | $757M |