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Carrier Global

CARRleader

Carrier Global is a leading global provider of HVAC, refrigeration, fire, and security solutions. Spun off from United Technologies in 2020, Carrier is the #1 global HVAC brand and #1 transport refrigeration provider. It is focused on heat pump-driven electrification of heating.

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Produits et revenus

Part de revenus par produit

Répartition du chiffre d'affaires ($22B)

Données statiques (chargement des finances en temps réel…)

HVAC (Americas) (52%)
HVAC (Europe & Middle East) (23%)
Refrigeration (15%)
Fire & Security (10%)

Composition des segments et principaux clients

Détails du produit

Commercial HVAC Systems45%

Chiller, air handling, and heat pump systems for commercial buildings. Includes Carrier, Toshiba Carrier, and Kidde brands.

Residential HVAC (Carrier / Bryant)30%

Home air conditioning, heat pumps, and furnaces. Benefiting from heat pump regulatory tailwinds in Europe and US.

Refrigeration (Transport & Commercial)15%

Truck and container refrigeration units (Transicold), and commercial display cases. Carrier is #1 in transport refrigeration.

Fire & Security (Chubb)10%

Fire detection, suppression, and security systems. Divesting Chubb in 2024 to focus on HVAC.

Relations dans la chaîne d'approvisionnement

Concurrents

Honeywell International

Building automation and HVAC controls

Impact: Overlaps in building systems

Contexte macro et de marché

산업재Actualités du secteur

리쇼어링·국방 수요 + AI 자동화 투자 — 장기 수주잔고 사상 최고

ISM 제조업 PMI

50.3 (확장 복귀)

미국 제조업 건설 지출

$235B (+68% YoY)

항공 여객 회복

103% (2019 대비)

화물 운임 지수 (BDI)

1,450p

Prochains catalyseurs

◆GE Aerospace·Honeywell·CAT Q1 실적 (2026.04)◆보잉 737 MAX 생산 재개 일정◆미국 인프라 2차 집행 예산 확정

Actualités récentes

Chargement des nouvelles...

Analyse IA

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Informations sur l'entreprise

Siège social

Palm Beach Gardens, Florida, USA

Fondée en

2020

Effectifs

53,000+

Site web

carrier.com

Aperçu du secteur — 산업재

Actualités du secteur

리쇼어링·국방 수요 + AI 자동화 투자 — 장기 수주잔고 사상 최고

ISM 제조업 PMI

50.3 (확장 복귀)

미국 제조업 건설 지출

$235B (+68% YoY)

항공 여객 회복

103% (2019 대비)

화물 운임 지수 (BDI)

1,450p

Thèmes clés

  • •CHIPS·IRA법 → 반도체·배터리 공장 건설 붐 — 건설기계 수요 급증
  • •GE Aerospace 엔진 납기 지연 → 보잉·에어버스 인도 차질 지속
  • •방산 수주 급증 — RTX·NOC·GD 백로그 사상 최대

Prochains catalyseurs

  • ◆GE Aerospace·Honeywell·CAT Q1 실적 (2026.04)
  • ◆보잉 737 MAX 생산 재개 일정