Data center orders jumped roughly 300%, pushing backlog above $8.5 billion. A $3.1 billion non-cash goodwill impairment on the European climate business swung GAAP results to a loss, while the adjusted beat and the order book carry into 2027.
Latest Activity
Carrier reports at 6:00 AM ET, with consensus at $0.77 EPS on $6.09 billion revenue and two straight quarters of beats behind it. The HVAC read-through lands before the open, setting the tone for peers on commercial and heat-pump demand.
- ADBEAdobe Inc. - Common Stock (ADBE)Partial sell$15K – $50KAug 14
- ALCHern Family Foundation Alcon Inc. Ordinary Shares (ALC)Sell$1K – $15KAug 5
- BUDKevin Hern Traditional IRA Anheuser-Busch Inbev SA Sponsored ADR (BUD)Sell$1K – $15KAug 18
- BIIBKevin Hern Traditional IRA Biogen Inc. - Common Stock (BIIB)Sell$1K – $15KAug 18
- BABoeing Company (BA)Sell$1K – $15KAug 13
- BABoeing Company (BA)Sell$15K – $50KAug 13
- CANADIAN CNTY OKLA EDL FACS AUTH EDL 3.00000% 09/01/2029Buy$100K – $250KAug 24
- CARRCarrier Global Corporation Common Stock (CARR)Sell$1K – $15KAug 14
Hern sold across 28 equity positions in August, from Adobe and Boeing to Microsoft and Home Depot, and put $100K to $250K into an Oklahoma municipal bond instead. That is a wholesale rotation out of stocks and into tax-free paper by a Ways and Means member now running for Senate, disclosed 27 days later.
CARR Coverage
When Trump Cuts Tariffs on Farm and Construction Equipment, These 5 Stocks Win Big
The Trump administration is about to hand five equipment makers a margin gift, and the window to position is closing fast. I’ve been tracking this tariff-relief setup across the industrial complex for…
Retirees Love This $578 Billion ETF, But Switching to These 2 Could Boost Income by 40%
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Carrier CEO: North American Data Center Orders Surged 400% in Q4
There is a moment when a company’s transformation stops being a story and starts being a scoreboard. For Carrier Global (NYSE:CARR | CARR Price Prediction), that moment may have arrived in Q4…
Carrier Global’s Quiet Dividend Strategy Deserves Attention
Carrier Global Corporation (NYSE: CARR) distributed $0.24 per share to investors on February 9, 2026, marking a 6.7% increase from the prior quarterly rate of $0.225. The payment arrives as the HVAC…
One Agriculture Equipment Giant Dominated Last Month Despite Sector Challenges
The U.S. economy added just 50,000 jobs in December, marking the slowest labor market expansion in years and pushing unemployment to 4.4%. This cooling signals potential Federal Reserve flexibility on rates, creating…
HVAC Revenues Are Contracting. We Compared Three Manufacturers to Find the Winner.
The HVAC industry is facing a painful reality check. After years of robust growth driven by pandemic-era construction booms and infrastructure spending, commercial heating and cooling manufacturers are watching revenues contract and…
Friday’s Top Analyst Upgrades and Downgrades: Carvana, Exxon Mobil, First Solar, Mastercard, MGM Resorts, Shopify, Target and More
Friday's top analyst upgrades and downgrades included Carvana, Chevron, Dynatrace, Exxon Mobil, First Solar, Mastercard, MGM Resorts International, Shopify, Snowflake, Target and Welltower.
Friday’s Top Analyst Upgrades and Downgrades: BJ’s Wholesale Club, Carnival, Etsy, First Solar, MetLife, Norwegian Cruise Line, Oracle, Victoria’s Secret and More
Friday's top analyst upgrades and downgrades included BJ’s Wholesale Club, Carnival, Carrier Global, Etsy, First Solar, MetLife, Norwegian Cruise Line, Oracle, RTX and Victoria’s Secret.
Thursday’s Top Analyst Upgrades and Downgrades: Amazon, Lyft, Macy’s, Meta, Pinterest, Snap, T-Mobile, Uber and More
Thursday's top analyst upgrades and downgrades included Amazon.com, DoorDash, Lyft, Macy's, Meta Platforms, Pinterest, Snap, T-Mobile, Uber, Wynn Resorts and more.
Before the Bell: Markets Continue Trading Sideways, Fox Dumps Carlson
The Dow Jones industrials and the S&P 500 have been trading in a fairly narrow range for about 3 months now. Maybe next week's FOMC meeting will liven things up. Until then,…
Wednesday’s Top Analyst Upgrades and Downgrades: Carnival, Fox, Marathon Petroleum, Occidental Petroleum, Paramount, Salesforce and More
Wednesday's top analyst upgrades and downgrades included Array Technology, Blink Charging, Carnival, Carrier Global, DocuSign, Fox, Marathon Petroleum, Occidental Petroleum, PagSeguro Digital, Paramount Global, Salesforce, Viking Therapeutics and Williams Companies.
Tuesday’s Top Analyst Upgrades and Downgrades: Caterpillar, Lockheed Martin, Mosaic, Netflix, Raytheon, Salesforce, Wendy’s and More
Tuesday's top analyst upgrades and downgrades included Carrier Global, Caterpillar, D.R. Horton, Lockheed Martin, Mosaic, Netflix, Raytheon Technologies, Salesforce, Wendy’s and Workday.
The Road to Recovery: Analysts Upgrade or Downgrade Expedia, Ginkgo Bioworks, Visa and More
Wednesday’s additional top analyst upgrades and downgrades included Canadian National Railway, Carrier Global, Century Aluminum, Expedia, Ginkgo Bioworks, U.S. Foods, Visa, Welltower and more.
BofA Securities Out With 10 Favorite Stock Ideas for Q1 2022
The top 10 ideas for the first quarter of 2022 from BofA Securities look like outstanding stock picks for growth investors who are a little worried about the potential for volatility this…
Tuesday’s Top Analyst Upgrades and Downgrades: Broadcom, Canadian Pacific, Coca-Cola, Eli Lilly, Marvell Technology, Pfizer, Regions Financial, Synchrony Financial, Tesla and More
Tuesday's top analyst upgrades and downgrades included Broadcom, Carrier Global, Canadian Pacific Railway, Coca-Cola, Eli Lilly, Marvell Technology, Pfizer, Regions Financial, Stryker, Synchrony Financial, Tesla and Zillow.