
The Fund returned 3.18% compared to a 2.61% return for the Russell 1000 Value Index. Key contributors include Microsoft, Salesforce and Thermo Fisher Scientific. Key detractors include Aon, Carrier Global and Builders FirstSource.
Carrier Global Corporation is an American multinational home appliances corporation based in Palm Beach Gardens, Florida.
| Revenue (TTM) | $22.79B |
| Gross Profit (TTM) | $5.56B |
| EBITDA | $3.25B |
| Operating Margin | 11.00% |
| Return on Equity | -13.40% |
| Return on Assets | 3.43% |
| Revenue/Share (TTM) | $27.43 |
| Book Value | $12.28 |
| Price-to-Book | 4.33 |
| Price-to-Sales (TTM) | 1.88 |
| EV/Revenue | 2.372 |
| EV/EBITDA | 191.69 |
| Quarterly Earnings Growth (YoY) | -11.80% |
| Quarterly Revenue Growth (YoY) | 12.30% |
| Shares Outstanding | $818.16M |
| Float | $777.88M |
| % Insiders | 4.80% |
| % Institutions | 90.70% |
Volatility is currently expanding

The Fund returned 3.18% compared to a 2.61% return for the Russell 1000 Value Index. Key contributors include Microsoft, Salesforce and Thermo Fisher Scientific. Key detractors include Aon, Carrier Global and Builders FirstSource.

Consensus EPS estimates for 2026 and 2027 revised upward by an average of 6.0% and 4.3%, respectively, during the third quarter. Microsoft Corporation had one of its strongest quarterly stock performances since 1998. Snowflake's strong stock performance was driven by a third consecutive quarter of product revenue growth acceleration.

PALM BEACH GARDENS, Fla., Nov. 2, 2026 /PRNewswire/ -- Carrier Global Corporation (NYSE: CARR) Chairman & CEO David Gitlin and Executive Vice President & CFO Patrick Goris will speak at the Baird 2026 Global Industrial Conference on Wednesday, Nov. 11, 2026, at 7:20 a.m.

Carrier Global NYSE: CARR reported third-quarter results marked by strong organic growth, rising commercial HVAC demand and continued momentum in data-center cooling, while management highlighted margin pressure from tariffs, other input costs and supply-chain challenges.

Carrier Global Corporation (CARR) Q3 2026 Earnings Call Transcript

CARR's Q3 earnings and sales beat estimates on strong HVAC demand, while record backlog and tariff refunds support higher 2026 sales guidance despite cost pressures.

Carrier Global (CARR) came out with quarterly earnings of $0.87 per share, beating the Zacks Consensus Estimate of $0.81 per share. This compares to earnings of $0.67 per share a year ago.

Stocks like FIX, CARR and SPXC are likely to benefit from the Air Conditioner & Heating industry's pro-environmental moves and data center surge.

Five construction stocks face mixed Q3 earnings prospects as AI infrastructure and public spending support growth, while housing weakness and rising mortgage rates weigh on demand.

CARR heads into Q3 earnings with revenue growth expected from data-center demand and higher volumes, while regional softness, tariffs and input costs pose risks.
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