Carrier Global Corporation · CARR · Next earnings

Carrier Global Corporation reports Tuesday, Oct 27, 2026

CARR reports before market open with consensus EPS at $0.81 and revenue at $5.97B. Last quarter: Carrier Q1 2026: Data-Center Surge and Pricing Power Offset Residential Softness

Reports Before market open37 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $0.81 Calendar consensus
Consensus revenue $5.97B Calendar consensus
Report date Oct 27, 2026 Tuesday, date estimated
Session Before market open 37 days away

Where CARR left off: FY2026 Q1

Full report

Carrier Q1 2026: Data-Center Surge and Pricing Power Offset Residential Softness

EPS surprise +12.2% Reported $0.57 vs $0.51
Revenue surprise +6.5% Reported $5.34B vs $5.01B
Stock move +8.8% Event window
Subsequent drift -4.9% Up to 20 sessions

Management reaffirmed FY2026 revenue and earnings guidance of approximately $22 billion despite macro uncertainty and tariff headwinds. Guidance sentiment is maintained and capex outlook remains stable. Pricing actions of roughly 2% (75% tariff-related) are expected to neutralize higher input costs for the full year.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Macroeconomic uncertainty and consumer confidence pressure.
  • Section 232 tariff exposure and potential lack of exemptions.
  • Continued weakness in China residential HVAC market.
  • Middle-East geopolitical conflict affecting sales.
  • Potential margin pressure from input-cost inflation.

Questions analysts left open

  • Impact of price increases on volume and margin trade-off.
  • Extent of tariff-related cost pass-through and timing of price hikes.
  • Potential bottom in China residential segment.
  • Margin outlook for CSA and CSE amid mix pressure.
  • Timeline and adoption rate of 2-phase cooling technology.

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Recent CARR quarters

All CARR earnings

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.