Carrier Global Corporation to Announce Q2 2025 Earnings: What Investors Need to Know

PALM BEACH GARDENS, Fla. – Carrier Global Corporation (NYSE: CARR), a global leader in intelligent climate and energy solutions, has announced it will release its second quarter 2025 financial results on Tuesday, July 29, 2025. The company will subsequently host a conference call and webcast at 7:30 a.m. ET to discuss the results and provide an update on its business outlook.

This upcoming earnings release is a pivotal event for investors, analysts, and stakeholders keen on understanding Carrier's performance in a dynamic global market. As a standalone entity since its spin-off from United Technologies in 2020, Carrier has strategically focused on its core businesses: Heating, Ventilation, and Air Conditioning (HVAC); Refrigeration; and Fire & Security. The second quarter results will offer crucial insights into the effectiveness of its strategic initiatives, including its ongoing portfolio optimization, investments in sustainable technologies, and operational efficiencies.

Key Areas of Focus for Q2 2025 Earnings

Investors will be closely watching several key metrics during the Q2 2025 earnings call:

• Revenue Growth: Analysts will assess the impact of global economic conditions, particularly in the construction and commercial real estate sectors, on Carrier's top-line performance. Demand for energy-efficient HVAC systems and sustainable refrigeration solutions is expected to be a significant driver.
• Profitability and Margins: The company's ability to manage input costs, supply chain disruptions, and inflationary pressures will be critical. Gross margins and operating margins will indicate the success of its pricing strategies and cost control measures.
• Segment Performance: Detailed breakdowns of performance across its HVAC, Refrigeration, and Fire & Security segments will provide clarity on which areas are driving growth and where challenges might persist. The residential HVAC market, in particular, has seen fluctuating demand.
• Free Cash Flow and Capital Allocation: Strong free cash flow generation is essential for Carrier's long-term growth and shareholder returns. Updates on capital allocation, including potential share buybacks, dividends, or M&A activities, will also be scrutinized.
• Outlook and Guidance: Perhaps most importantly, the company's updated full-year 2025 guidance will offer a forward-looking perspective on its expected performance. Any revisions to revenue, earnings per share (EPS), or cash flow forecasts will significantly influence investor sentiment.

Market Context and Industry Trends

Carrier operates within industries undergoing significant transformation driven by climate change concerns, digitalization, and urbanization. The demand for sustainable and intelligent building solutions continues to grow, presenting both opportunities and challenges. Government incentives for energy-efficient upgrades, coupled with increasing consumer awareness, are tailwinds for Carrier's HVAC and refrigeration segments. However, geopolitical uncertainties, fluctuating raw material prices, and competitive pressures remain constant factors.

The global push towards decarbonization and smart building technologies positions Carrier favorably, given its extensive portfolio of innovative products and services. Its recent strategic divestitures and acquisitions aim to streamline its focus on core, high-growth areas, enhancing its competitive edge in the intelligent climate and energy solutions space.

Investment Insights and What to Expect

For investors, the Q2 2025 earnings call is an opportunity to gauge Carrier's resilience and growth trajectory. A strong performance, particularly in its core HVAC and refrigeration segments, coupled with optimistic guidance, could reinforce confidence in the stock. Conversely, any significant misses on revenue or earnings, or a cautious outlook, might lead to short-term volatility.

Investors should pay close attention to management's commentary on supply chain normalization, inventory levels, and the impact of interest rates on commercial construction. Furthermore, insights into the progress of its digital initiatives and service expansion will be key indicators of long-term value creation.

Webcast and Conference Call Details:

• Date: Tuesday, July 29, 2025
• Time: 7:30 a.m. ET
• Access: Details for the webcast and conference call will be available on Carrier's investor relations website prior to the event. A replay of the webcast will also be accessible following the call.

This earnings advisory serves as a crucial reminder for stakeholders to mark their calendars for what promises to be an informative update on Carrier's financial health and strategic direction.