earnings
confidence high
sentiment positive
materiality 0.80
Carrier Q2 2026 beats expectations; raises full-year sales, adj. op. profit and adj. EPS guidance
CARRIER GLOBAL Corp
- Q2 net sales $6.35B (+4% YoY); organic sales +3%; GAAP EPS $0.60, adjusted EPS $0.86 (-7% YoY).
- Total company orders up ~40%; Commercial HVAC orders up ~65%; data center orders up >300%.
- Free cash flow $810M in Q2; returned ~$640M to shareholders via dividends and buybacks.
- Full-year guidance raised: sales ~$23B (from ~$22B), adj. op. profit ~$3.5B (from ~$3.4B), adj. EPS ~$2.90 (from ~$2.80).
- Guidance includes ~($0.05) adj. EPS impact from NORESCO exit and new U.S. factory costs.