Carrier makes the air conditioning, refrigeration, fire safety, and building security systems that keep stores, data centers, and trucks running—think 'the invisible backbone of modern buildings and cold chains.'
Money comes from selling HVAC, refrigeration, and fire/security gear plus recurring service contracts; 2025 revenue was USD 21.75B with a 25.86% gross margin, but net margin is thin at 6.82%—services likely carry the profit.
Switching costs are high because its installed base of controls and monitoring locks in customers, but rivals like Trane Technologies, Johnson Controls, and Emerson are pushing cheaper IoT retrofits, eroding its edge.
Sell (sector percentile 21) — value B-, growth D, profitability C, momentum C, revisions B-. Updated daily, sector-relative, identical for every user.
Key events, in time order
Deal closed, consistent with July 27 announcement, marking finalization of divestiture.
Zacks coverage highlights raised 2026 sales/profit guidance plus HVAC orders and data center demand
EPS decline and margin contraction trigger probe; unusual put activity emerges
Q1 reported sales were $5.3 billion with adjusted EPS of $0.57, better than expected across all metrics
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