Carrier Global at Citi Conference: Strategic Growth Amid Challenges
Carrier Global's CEO, Dave Gitlin, presented the company's strategic vision at Citi’s Global Industrial Tech & Mobility Conference 2026, targeting 6-8% growth through innovation and market diversification, despite challenges in the residential HVAC market. The company is optimistic about significant growth in data centers and aftermarket services, planning $1.5 billion in share buybacks and prioritizing R&D investments. Carrier is also leveraging AI to enhance service efficiency and customer satisfaction and pursuing strategic investments in capacity and product development rather than large-scale M&A.
Carrier at Barclays Conference: Strategic Growth Amid Challenges
Carrier Global Corp (NYSE:CARR) presented at the Barclays 43rd Annual Industrial Select Conference, where Chairman and CEO Dave Gitlin discussed the company's growth strategies and addressed challenges like inflation and market dynamics. Despite short-term headwinds in residential HVAC and the China container business, Carrier aims for 6%-8% organic growth, driven by strategic pricing, data center cooling solutions, and a focus on capital buybacks and small acquisitions. The company is actively innovating in liquid cooling and intends to leverage its strong market position and technical expertise to navigate market fluctuations.
Johnson Controls Acquires Alloy Enterprises to Enhance Cooling Innovation
Johnson Controls has announced its acquisition of Boston-based Alloy Enterprises to bolster its data center cooling capabilities through an advanced thermal management platform. This strategic move aims to integrate Alloy's liquid cooling technology, which can improve efficiency by up to 35%, with Johnson Controls' existing solutions, including the YDAM magnetic bearing chiller. The acquisition, expected to close in fiscal Q3 2026, is set to strengthen Johnson Controls' market position in critical industrial applications and drive long-term growth.
Safety Insurance Group, Inc. Plans Quarterly Dividend of $0.92 (NASDAQ:SAFT)
Safety Insurance Group, Inc. (NASDAQ:SAFT) has announced a quarterly dividend of $0.92 per share, payable on March 13 to shareholders of record as of March 2. This dividend implies a 4.6% yield and a payout ratio of 52.6%. Following the announcement, shares of SAFT traded down 1.4% to $79.27.
Modine Refocuses On Climate Solutions As AI Data Center Demand Builds
Modine Manufacturing (NYSE:MOD) is strategically repositioning itself as a pure-play climate solutions business, particularly focusing on cooling technologies for AI data centers, after spinning off its Performance Technologies segment. This shift aims to capitalize on rising demand from hyperscale customers for thermal management. The company is actively pursuing long-term agreements, which is expected to enhance revenue visibility and reshape its market presence and growth profile.
Should You Hold or Fold Comfort Systems Stock Ahead of Q4 Earnings?
Comfort Systems USA (FIX) is set to announce its Q4 2025 results, with strong growth anticipated in both earnings and revenue driven by favorable market trends in data centers and AI facilities. Despite robust performance and strategic acquisitions, the company faces potential headwinds from elevated SG&A expenses and competitive pricing. Investors are advised to hold existing shares but new investors might await a better entry point due to the stock's premium valuation and balanced investment case.
Brink’s Appoints Adrian Button as EVP and President, Brink’s North America
The Brink's Company has appointed Adrian Button as Executive Vice President and President of Brink’s North America, effective immediately. Button brings over 30 years of global operational leadership experience from companies like General Electric, NCR Corporation, and Carrier Corporation, where he managed large P&Ls and led significant operational transformations. His appointment is expected to strengthen Brink's execution, build high-performing teams, and enhance customer-centric operating models, contributing to the company's growth and profit expansion in North America.
Brink's (BCO) Appoints New EVP and North America President
Brink's (BCO) has appointed Adrian Button as the new Executive Vice President and President of Brink's North America, effective immediately. The company, a provider of secure logistics and security solutions, shows strong revenue growth and expanding operating margins, but faces financial distress signals like a low Altman Z-Score and insider selling. Despite a "moderate buy" analyst recommendation, caution is advised due to its high valuation, high debt-to-equity ratio, and inherent risks within the Industrials sector.
Brink’s Announces Adrian Button as EVP and President, Brink’s North America (NA)
The Brink's Company has appointed Adrian Button as Executive Vice President and President of Brink's North America, effective immediately. Button brings over 30 years of global operational leadership experience from companies like General Electric, NCR Corporation, and Carrier Corporation. He will report directly to President and CEO Mark Eubanks and will be instrumental in strengthening operational execution and driving growth in North America.
From Royal Mint apprentice to Brink's North America head
The Brink's Company has appointed Adrian Button as Executive Vice President and President of Brink's North America, effective February 16, 2026. Button brings over 30 years of global operational leadership, including managing multi-billion dollar P&Ls and overseeing large global teams at companies like General Electric, NCR, and Carrier. His appointment aims to strengthen execution, build high-performing teams, and drive operational discipline within Brink's North American operations, aligning with the company's growth strategy in digital retail solutions and ATM managed services.
Builders FirstSource (BLDR) Reports Earnings Tomorrow: What To Expect
Builders FirstSource (BLDR) is set to report earnings, with analysts expecting a 9.6% year-on-year revenue decline to $3.45 billion and adjusted earnings of $1.28 per share. Despite missing revenue estimates five times in the last two years, the home construction materials segment has seen positive investor sentiment, with peers Simpson and Griffon exceeding expectations. Builders FirstSource's stock is down 4.5% over the last month, heading into earnings with an average analyst price target of $130.05 against a current price of $116.48.
What To Expect From Vulcan Materials’s (VMC) Q4 Earnings
Vulcan Materials (VMC) is set to report its Q4 earnings, with analysts expecting a 4.9% year-over-year revenue growth to $1.94 billion and adjusted earnings of $2.11 per share. The company beat revenue expectations last quarter, and its stock has seen positive sentiment, rising 10.1% over the last month. Peers in the building materials segment like Carlisle and Sherwin-Williams have also shown strong Q4 reports, suggesting a positive outlook for VMC.
Carrier Global Corp.: How a 100-Year-Old Climate Giant Is Quietly Rebuilding the Smart Building Stac
Carrier Global Corp. is transforming itself from a traditional HVAC manufacturer into a leader in smart, low-carbon building technology. By integrating high-efficiency hardware with advanced software and services, Carrier aims to provide comprehensive solutions for climate, energy, and safety in buildings, positioning itself as a climate infrastructure platform vendor. This strategic shift is driven by increasing demands for decarbonization, energy efficiency, and ESG compliance, and places Carrier in direct competition with other industry giants also vying for dominance in the smart building sector.
Assessing Modine Manufacturing (MOD) Valuation After Strong Recent Share Price Momentum
Modine Manufacturing (MOD) has seen significant share price momentum, with strong returns over the past few months, driven by demand for its data center and HVAC cooling solutions. Despite a high P/E ratio, analysts suggest the stock is undervalued by about 15% based on future growth narratives, particularly in data center revenue. However, its heavy focus on North America and ongoing divestitures pose potential risks.
5 Revealing Analyst Questions From Carrier Global's Q4 Earnings Call
Carrier Global's Q4 2025 earnings show continued softness in residential and light commercial HVAC markets, leading to missed revenue and EPS estimates. Despite double-digit growth in commercial HVAC and aftermarket segments, broader headwinds impacted margins. The article highlights key analyst questions and management's responses regarding margin dynamics, pricing, data center revenue, and inventory, setting expectations for future performance.
Carrier to Participate in Upcoming Investor Conferences
Carrier Global Corporation announced that its Chairman & CEO, David Gitlin, will participate in a fireside chat at the Barclays 43rd Annual Industrial Select Conference on February 19, 2026. Later that day, Gitlin will be joined by CFO Patrick Goris at the Citi 2026 Global Industrial Tech & Mobility Conference. Both events will be webcast live on Carrier's investor relations website.
New Narratives in the Homebuilding Space
The housing market is seeing renewed activity, driven by speculation of increased construction and remodeling. However, homebuilders face unique challenges such as political scrutiny and potential anti-competitive probes. The article suggests focusing investment on "picks-and-shovels" businesses like building materials manufacturers and distributors, which are less susceptible to these risks and benefit more reliably from increased housing activity.
Earnings Tell The Story For Johnson Controls International plc (NYSE:JCI) As Its Stock Soars 25%
Johnson Controls International plc (NYSE:JCI) has seen its stock price surge by 25% over the past month, contributing to a 55% annual gain. The company's high P/E ratio of 44.5x is attributed to strong recent earnings growth, including a 40% increase in the last year and 70% over three years. Analysts project a 30% annual EPS climb for the next three years, significantly outperforming the market's 12% forecast, which justifies investor confidence and the elevated P/E.
Lennox Buybacks Retire 40% Of Shares And Shape Growth Outlook
Lennox International (NYSE:LII) has completed a new share repurchase, bringing total buybacks to almost 40% of outstanding shares since 2014. This aggressive program continues to support earnings per share amidst flat sales and net income, signaling management's belief in shrinking the share count. Investors are now watching how these buybacks balance with other cash uses and contribute to the company's long-term growth and shareholder returns.
Lennox Buybacks Retire 40% Of Shares And Shape Growth Outlook
Lennox International (NYSE:LII) has completed a recent share repurchase, buying back 0.85% of its shares, which brings the total buybacks under its program to almost 40% of outstanding shares. This strategy helps support earnings per share even as sales and net income remained flat in 2025. The company's long-running buyback program, combined with commercial expansion and growth guidance, suggests a focus on aligning shareholder returns with growth and reinvestment plans, despite potential risks like reduced cash for future investments or insider selling.
Carrier to Participate in Upcoming Investor Conferences – Company Announcement
Carrier Global Corporation (NYSE: CARR) announced that Chairman & CEO David Gitlin will participate in investor conferences on Thursday, February 19, 2026. He will present at the Barclays 43rd Annual Industrial Select Conference and later join CFO Patrick Goris for a fireside chat at the Citi 2026 Global Industrial Tech & Mobility Conference. Both events will be live-streamed on the company's investor relations website, with replays available afterward.
Carrier's CEO and CFO appear in back-to-back investor webcasts Feb. 19
Carrier Global Corporation (NYSE: CARR) announced that its Chairman & CEO, David Gitlin, and CFO, Patrick Goris, will participate in investor conferences on February 19, 2026. Gitlin will speak at the Barclays 43rd Annual Industrial Select Conference, and Goris will present at the Citi 2026 Global Industrial Tech & Mobility Conference on the same day. Both events will be webcast live on Carrier's investor relations website, with replays available afterward.
Carrier to Participate in Upcoming Investor Conferences
Carrier Global Corporation (NYSE: CARR) announced that Chairman & CEO David Gitlin will participate in two upcoming investor conferences on February 19, 2026: the Barclays 43rd Annual Industrial Select Conference and the Citi 2026 Global Industrial Tech & Mobility Conference. He will be joined by CFO Patrick Goris at the Citi conference. Both events will be broadcast live online.
Chip plants get AI 'nose' as Ainos turns factory smells into data
Ainos (NASDAQ:AIMD) has commenced live deployments of its AI Nose technology in semiconductor manufacturing environments, following an initial $2.1 million order for back-end packaging and testing. These deployments began in January 2026, leveraging preparations made in the second half of 2025. The initiative aims to generate real-world scent data to enhance Ainos' Smell Language Model (SLM) while progressing pilot programs in front-end semiconductor operations.
Modine Gentherm Deal Refocuses Thermal Growth On Data Center Demand
Modine Manufacturing (NYSE:MOD) is spinning off its Performance Technologies segment to combine it with Gentherm, aiming to create more focused businesses in thermal management. This move allows Modine to concentrate on high-growth areas like data center cooling, which has seen significant revenue increases. Investors should monitor how this separation impacts Modine's risk profile, growth options, and its ability to execute on restructuring and integration while leveraging the growing demand for data center solutions.
Carrier Global Corporation Just Missed Earnings - But Analysts Have Updated Their Models
Carrier Global Corporation (NYSE:CARR) recently released its full-year results, showing revenues in line with forecasts but statutory earnings per share missing estimates. Following these results, analysts have revised their 2026 forecasts, leading to a weaker revenue outlook and a minor downgrade to EPS estimates, though the consensus price target remained largely unchanged. The revenue growth is also expected to slow considerably compared to historical performance and the wider industry.
Modine Gentherm Deal Refocuses Thermal Growth On Data Center Demand
Modine Manufacturing is spinning off its Performance Technologies segment to combine with Gentherm, creating two focused businesses. This strategic move aims to capitalize on high-growth thermal solutions, particularly in data centers, which have seen significant revenue increases. The separation clarifies Modine's focus on data center and HVAC themes, while the new combined entity with Gentherm will pursue growth in temperature control, though execution on restructuring and integration will be crucial.
Analysts Are Bullish on Top Industrial Goods Stocks: Exponent (EXPO), Advanced Drainage Systems (WMS)
This article highlights bullish sentiments from financial analysts regarding several industrial goods stocks. Specifically, it details Buy ratings and price targets for Exponent (EXPO) from William Blair and J.P. Morgan, Advanced Drainage Systems (WMS) from KeyBanc and TipRanks – xAI, and Carrier Global (CARR) from Barclays and TipRanks – Google. The analysts project significant upside potential for these companies based on their current price levels.
Stanley Black & Decker stock hits 52-week high at 90.77 USD
Stanley Black & Decker (SWK) stock recently hit a new 52-week high of $90.77, reflecting investor confidence and a 4.71% increase over the past year. The company also announced the sale of its Consolidated Aerospace Manufacturing (CAM) business to Howmet Aerospace for $1.8 billion to reduce debt and made leadership changes, including Debra Crew becoming Chair of the Board in October 2026. Baird raised its price target for SWK following the CAM sale, while maintaining a Neutral rating.
Stanley Black & Decker stock hits 52-week high at 90.77 USD
Stanley Black & Decker (SWK) stock recently reached a new 52-week high of $90.77, reflecting a 4.71% increase over the past year and indicating strong investor confidence. The company also announced the $1.8 billion sale of its Consolidated Aerospace Manufacturing (CAM) business to Howmet Aerospace, aiming to reduce debt and anticipating the transaction to close in early 2026. Baird raised its price target for SWK to $85, maintaining a Neutral rating, while leadership changes include Debra Crew becoming Chair of the Board in October 2026 and Francesca Campbell joining as SVP, General Counsel, and Corporate Secretary.
Wells Fargo Raises Price Target for Carrier Global (CARR) | CARR Stock News
Wells Fargo maintained its "Equal-Weight" rating for Carrier Global (CARR) but raised its price target from $59.00 to $65.00, a 10.17% increase. This adjustment reflects continued confidence in the company's performance and market position. Carrier Global provides HVAC and refrigeration products globally, with its HVAC segment generating the maximum revenue.
TPG to Acquire Majority Stake in Sabre Industries from Blackstone Energy Transition Partners
TPG Rise Climate, TPG's dedicated climate investing platform, is set to acquire a majority stake in Sabre Industries, Inc. from Blackstone Energy Transition Partners. Blackstone will retain a significant minority stake in Sabre, a provider of critical infrastructure solutions for power utilities, telecom companies, and data centers. The acquisition aims to support Sabre's growth and enhance its manufacturing capabilities as it strengthens America's power and communications networks.
Carrier Global Corporation (NYSE:CARR) Q4 2025 Earnings Call Transcript
Carrier Global Corporation (NYSE:CARR) reported its Q4 2025 earnings, where adjusted EPS of $0.34 missed expectations of $0.3749. The company's organic sales were down about 1% for the full year 2025 due to weakness in shorter-cycle businesses, but strong growth was seen in global commercial HVAC. For 2026, Carrier expects flat to low-to-mid single-digit organic growth with approximately $22 billion in reported sales, and anticipates adjusted EPS of about $2.8, up high single digits versus 2025.
CARR Q4 Deep Dive: Residential Weakness Offsets Data Center and Aftermarket Momentum
Carrier Global (CARR) missed Q4 CY2025 revenue and adjusted EPS estimates due to persistent weakness in its residential and light commercial markets. Despite this, the company saw significant growth in its data center-focused HVAC solutions and aftermarket services, with management expecting continued investment in these areas. Carrier's outlook reflects caution regarding short-cycle market recovery, assuming muted demand until macroeconomic indicators improve, while focusing on cost reductions and strategic growth drivers.
CARR SEC Filings - Carrier Gb Cp 10-K, 10-Q, 8-K Forms
This article provides a comprehensive overview of Carrier Gb Cp's (CARR) SEC filings, including 10-K, 10-Q, and 8-K forms, accessible through Stock Titan. It details how the company reports financial performance, corporate events, and uses non-GAAP measures. The platform also offers AI-powered tools such as summaries and real-time EDGAR updates to help investors analyze these documents efficiently.
Carrier Global Corp Files For Offering Of 50.1 Million Shares Of Common Stock By Selling Stockholders
Carrier Global Corp has filed for an offering of 50.1 million shares of common stock. The shares will be offered by selling stockholders. This announcement was made via TradingView News.
Carrier Global Corp files for offering of 50.1 million shares of common stock by selling stockholders
Carrier Global Corp has filed for an offering of 50.1 million shares of common stock by selling stockholders. This news comes as the company also issued a forecast for 2026 profit below estimates, primarily due to weak residential HVAC demand. The article also provides recent news and analyst updates related to Carrier Global Corporation.
CARRIER GLOBAL Corp SEC 10-K Report
Carrier Global Corporation has released its 2025 Form 10-K report, detailing its financial performance, business operations across four climate solutions segments, and strategic initiatives like significant acquisitions and investments in innovation. The company aims to be a global leader in intelligent climate and energy solutions, with ambitious 2030 sustainability goals, but faces challenges including international operational risks, cybersecurity threats, and supply chain disruptions due to its global presence and debt obligations.
Carrier Global Q4 Earnings & Revenues Miss Estimates, Stock Down
Carrier Global (CARR) reported Q4 2025 adjusted earnings of 34 cents per share and net sales of $4.83 billion, both missing Zacks Consensus Estimates and representing significant year-over-year declines. The company's shares decreased, reflecting challenges particularly in its Climate Solutions Americas segment due to lower residential and light commercial volumes. Carrier also provided a weak outlook for 2026, forecasting flat organic growth and adjusted earnings of $2.80 per share.
Carrier Global Q4 2025 slides reveal earnings shortfall, cautious 2026 outlook
Carrier Global Corporation (NYSE:CARR) reported a Q4 2025 earnings and revenue shortfall, missing analyst expectations with EPS of $0.34 and revenue of $4.8 billion. The stock dropped in pre-market trading, reflecting investor disappointment. For 2026, the company projects cautious flat to low single-digit organic sales growth and adjusted EPS of $2.80, alongside plans for $1.5 billion in share repurchases, while facing headwinds in the residential HVAC market.
Carrier Global (NYSE:CARR) Misses Q4 CY2025 Revenue Estimates
Carrier Global (NYSE:CARR) reported disappointing Q4 CY2025 results, missing Wall Street's revenue and adjusted EPS expectations. Sales declined 6% year-on-year to $4.84 billion, and the adjusted profit of $0.34 per share was below consensus estimates. The company anticipates a deceleration in revenue growth for the upcoming year, though it noted strong growth in commercial HVAC orders.
Carrier Global Corp (NYSE:CARR) Shares Drop on Q4 Earnings and Revenue Miss
Carrier Global Corp (NYSE:CARR) reported fourth-quarter and full-year 2025 financial results that missed Wall Street expectations for both earnings and revenue, leading to a significant drop in pre-market trading. The company's Q4 revenue was $4.84 billion against an estimated $5.10 billion, and adjusted EPS was $0.34 compared to an estimated $0.38, indicating weaker demand and potential margin pressures. Investors are now keenly awaiting Carrier's 2026 outlook to understand if the Q4 weakness is a temporary issue or a sign of a longer-term trend.
Carrier Global shares fall over 4% as Q4 results miss estimates
Carrier Global (NYSE:CARR) reported fourth-quarter results that fell short of analyst expectations, leading to a more than 4% drop in share price during pre-market trading. The company's adjusted earnings per share and revenue both missed forecasts, primarily due to weakness in residential markets, though commercial HVAC saw growth. Carrier also issued a fiscal year 2026 adjusted EPS forecast below analyst consensus, anticipating continued challenges in residential and light commercial markets.
People moves: Jonathan Kuai promoted to legal chief at Korn Ferry
Jonathan Kuai has been promoted to chief people and legal officer at Korn Ferry, having previously served as general counsel and corporate secretary. The article also details several other significant legal appointments, including Francesca Campbell as SVP, general counsel, and corporate secretary at Stanley Black & Decker, Eve Konstan as EVP, chief legal officer, and secretary at SiriusXM, and Maria Varsellona as chief legal officer at Rolls-Royce. Additionally, Tyler Badgley was appointed general counsel for the CFTC, Demetrios Logothetis became chairman of the PCAOB, and Silvia Merino-Topley was promoted to SVP and chief compliance officer at Kearny Bank.
Carrier Global Stock Outlook: Is Wall Street Bullish or Bearish?
Carrier Global Corporation (CARR) has underperformed the S&P 500 over the past year but has seen a 15.8% YTD increase. Despite a Q3 2025 sales decline and lower EPS, the company reaffirmed strong cash generation and guided for robust full-year 2025 sales and adjusted EPS. Analysts currently have a "Moderate Buy" consensus rating for CARR with a mean price target suggesting a 16.6% upside.
Carrier Global Stock Outlook: Is Wall Street Bullish or Bearish?
Carrier Global Corporation (CARR) is a global provider of intelligent climate and energy solutions. Despite shares underperforming the broader market over the past 52 weeks, they are up 15.8% year-to-date. Analysts have a "Moderate Buy" consensus rating for CARR, with a mean price target of $71.35, suggesting a 16.6% premium to its current price.
Carrier Global Stock Outlook: Is Wall Street Bullish or Bearish?
Carrier Global Corporation (CARR) has underperformed the S&P 500 over the past year but has seen a 15.8% YTD increase. Analysts hold a "Moderate Buy" rating for the stock, with a mean price target suggesting a 16.6% upside. Despite a Q3 2025 sales decline, the company reported strong cash generation and expects earnings growth in 2026.
Carrier Global (CARR) Reports Earnings Tomorrow: What To Expect
Carrier Global (CARR) is set to report its earnings this Thursday. Analysts expect a revenue decline of 3.1% year-on-year to $4.99 billion and adjusted earnings of $0.36 per share. Despite missing revenue estimates five times in the last two years, investor sentiment in the HVAC and water systems segment is positive, with CARR up 12.5% in the last month.
Sensitech and Carrier Transicold to Showcase Cold Chain Innovations at Fruit Logistica 2026
Sensitech and Carrier Transicold will showcase their latest cold chain innovations at Fruit Logistica 2026 in Berlin. They will present data-driven solutions like the SensiWatch Platform, TempTale GEO, OptimaLINE container refrigeration, and EverFRESH Active Controlled Atmosphere system. These technologies aim to help the fresh produce industry monitor and maintain product quality and safety, reduce food waste, and meet sustainability goals during transit.
Garrett Motion Expands Into HVAC With Trane Partnership And New Compressors
Garrett Motion is expanding into the commercial HVAC market with a new oil-free centrifugal compressor portfolio and a partnership with Trane Technologies. This strategic move diversifies the company beyond its traditional automotive focus, leveraging its existing engineering strengths in high-speed compressors for energy-efficient solutions. Investors are watching how this expansion into new markets, especially those focused on sustainability, will impact the company's profile and growth trajectory.
