Loading...
•
Dec 31, 2025
Carrier Q4 2025 Earnings Report
Carrier delivered mixed fourth-quarter results with solid commercial performance offset by residential weakness.
Key Takeaways
Carrier reported Q4 2025 results with stable revenue, lower GAAP earnings, and resilient adjusted profitability supported by strength in commercial HVAC and aftermarket demand.
Revenue was stable year over year at $4.83 billion.
GAAP earnings were pressured, resulting in low reported EPS.
Adjusted EPS reflected resilient underlying profitability.
Commercial HVAC and aftermarket strength offset residential softness.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Carrier provided a cautious but constructive outlook, supported by commercial demand while monitoring residential market conditions.
Positive Outlook
- Continued strength in commercial HVAC markets.
- Resilient aftermarket demand.
- Ongoing cost and productivity initiatives.
- Disciplined capital allocation.
- Focus on margin expansion.
Challenges Ahead
- Softness in residential HVAC demand.
- Macroeconomic uncertainty.
- Pricing pressure in certain markets.
- Foreign exchange headwinds.
- Competitive market environment.
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...