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Carrier Global Goldman Sachs Industrials and Materials Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Industrials and Materials Conference 2025 summary4 Dec, 2025
Strategic portfolio and growth outlook
Achieved significant portfolio transformation, now balanced geographically and by verticals, with strong aftermarket and commercial HVAC growth expected to continue double digits through 2026.
Data centers are a key growth driver, with a $900M backlog for 2026 and expectations to surpass $1.25B in orders next year.
Short-cycle businesses, including residential and light commercial, are poised for recovery, with factory agility and cost control as operational priorities.
Aggressive $3B buyback to be completed this year, with continued repurchases and investments in organic/inorganic growth through 2026.
Focused on delivering strong, profitable growth and maintaining disciplined capital allocation.
Residential (RESI) and inventory management
Field inventory levels targeted to be down 30% YoY by year-end, guiding shipment decisions and prioritizing long-term health over short-term orders.
RESI volumes have been softer than expected in the second half, with continued softness anticipated into early next year.
Expecting a gradual reversion to mean unit volumes, with replacement cycles and refrigerant changes supporting future recovery.
Pricing discipline remains, with up to 5% announced increases in RESI, but actual realized price expected to be low single digits.
Financing is now used in about 50% of purchases, with creative solutions being developed to support end consumers.
Commercial and data center business
Commercial HVAC margins and market share have improved significantly, especially in water-cooled chillers (from 10% to nearly 40% share in the Americas).
Data center pipeline is robust, with major wins in liquid cooling and system-level integration, and strong relationships with hyperscalers.
Investments in product innovation and capacity have enabled the ability to take on new orders and support rapid growth.
Largest data center order ever was secured in October, with expectations for 25%+ growth in the segment next year.
Ongoing organic and strategic investments in emerging cooling technologies and partnerships.
What are key indicators for resi market recovery?
How to sustain data center competitive edge?
Roadmap to mid-teen CSE margins in 2026?
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Next Carrier Global earnings date
Q4 20255 Feb, 2026
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Q4 20255 Feb, 2026
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Frequently asked questions
Carrier Global Corporation is a provider of heating, ventilating, and air conditioning (HVAC) cooling products and technologies, refrigeration and food safety solutions that help customers improve the performance of their buildings and processes. The company offers a range of heating, ventilation, and air conditioning systems for residential, commercial, and industrial applications; ceiling fans; commercial refrigeration systems; wiring devices for alarms, fire protection, radios, phones, computers, and televisions; professional-grade building automation systems; security and surveillance products; prefabricated fire protection walls and door panels; aircraft auxiliary power unit engines; highly efficient compressors for mobile air conditioners used in recreational vehicles (RVs); cellular phone signal carriers, integrated into mobile home roofs; lithium-ion batteries that serve as an alternative to generators; prefabricated shelters designed to protect communications equipment during adverse weather conditions or a nuclear disaster. It also provides job site services consisting of installation, set-up commissioning, maintenance program implementation support. In addition, the company offers post-construction services through its Carrier Advantage program for HVAC installations.
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