Latest Earnings Results: Q3 '26
Estimated EPS
$0.76
Reported EPS
$0.87
Surprise
+14.81%
Estimated Rev
$6.09B
Reported Rev
$6.26B
Surprise
+2.77%
Carrier expects FY2026 sales of $23.8B, organic sales up ~10%, adjusted operating profit of ~$3.5B, adjusted EPS of $2.85 to $2.90, and free cash flow of $2B.
Bullish Takeaway
Carrier's orders rose ~35%, data center orders rose ~300%, backlog exceeded $8.5B with LTA minimums additive, Climate Solutions Americas organic sales rose 25%, and Carrier returned approximately $600 million.
Bearish Takeaway
Carrier recorded a $3.1B Climate Solutions Europe goodwill impairment, cited tariffs and increasing input costs, and reported CST sales down 3% as Truck and Trailer offset Container growth.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $0.58 | -- | -- | N/A |
Q3 '26 | $0.76 | $0.87 | 14.81% | BEAT |
Q2 '26 | $0.82 | $0.86 | 5.29% | BEAT |
Q1 '26 | $0.51 | $0.57 | 12.31% | BEAT |
Q4 '25 | $0.36 | $0.34 | -4.93% | MISSED |