For the first quarter of 2026, Carrier Global is expected to report revenue of $5.10 billion and an adjusted EPS of $0.50, with the stock currently priced at $61.76 against an average analyst target of $71.20.
Investors are primarily focused on organic growth within the core Climate Solutions segment and the successful integration of the Viessmann acquisition.
This earnings report follows a significant portfolio transformation where Carrier divested its Fire and Security businesses to pivot toward a pure-play heating and cooling strategy. Analysts are specifically monitoring signs of margin expansion and the conversion of high-growth data center backlogs into realized revenue as the company navigates this transition year.