Carrier Global Publishes Q3 2026 Earnings Call Transcript

By Public Technologies
  • Carrier Global held its October 29 third-quarter 2026 earnings call with CEO David L. Gitlin and CFO Patrick P. Goris.
  • Management raised full-year sales guidance to nearly $24 billion, implying organic growth of about 10%.
  • Adjusted EPS guidance stands at $2.85-$2.90; Americas operating margin expectations fell to about 19% amid pricing shortfalls, higher costs and supply-chain challenges.
  • Data center orders rose 300% in the quarter, helping lift total backlog above $8.5 billion.
  • Executives targeted double-digit EPS growth for 2027 despite another large inflation headwind; residential price increases of 8% take effect late this quarter.


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