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Carrier Global Q2'25 Earnings Highlights

$CARR (+0,4 %)


🔹 Revenue: $6.11B (Est. $6.11B) 🟡; UP +3% YoY

🔹 Adj. EPS: $0.92 (Est. $0.91) 🟡; UP +26% YoY


FY25 Guidance (Reaffirmed)

🔹 Revenue: ~$23B (Est. $22.98B) 🟡

🔹 Adj. EPS: $3.00–$3.10 (Est. $3.06) 🟡

🔹 Adj. Oper Margin: 16.5%–17.0%; +100 bps YoY

🔹 Free Cash Flow: $2.4B–$2.6B


Q2 SEGMENTS:


Climate Solutions Americas (CSA)

🔹 Revenue: $3.25B; UP +14% YoY

🔹 Segment Operating Margin: 27.0%; UP +210 bps YoY


Climate Solutions Europe (CSE)

🔹 Revenue: $1.25B; UP +5% YoY

🔹 Segment Operating Margin: 7.9%; UP +10 bps YoY


Climate Solutions Asia, ME & Africa (CSAME)

🔹 Revenue: $882M; DOWN -2% YoY

🔹 Segment Operating Margin: 15.3%; DOWN -210 bps YoY


Climate Solutions Transportation (CST)

🔹 Revenue: $726M; DOWN -25% YoY

🔹 Segment Operating Margin: 17.6%; UP +340 bps YoY


Other Q2 Metrics:

🔹 Adj. Operating Margin: 19.1%; UP +130 bps YoY

🔹 Free Cash Flow: $568M

🔹 Operating Cash Flow: $649M


CEO Commentary

🔸 “We delivered another quarter of strong financial performance.”

🔸 “Organic sales growth of 6% was driven by strong results in Climate Solutions Americas, with Commercial sales up 45%.”

🔸 “Adjusted EPS growth over 25% reflects our margin expansion and productivity.”

🔸 “We remain committed to accelerating growth through differentiated products, aftermarket offerings, and system solutions.” – David Gitlin, Chairman & CEO

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