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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产品与营收

产品营收占比

营收构成 ($22B)

静态数据（加载实时财务…）

HVAC (Americas) (52%)

HVAC (Europe & Middle East) (23%)

Refrigeration (15%)

Fire & Security (10%)

业务板块构成与主要客户

产品详情

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.

供应链关系

竞争对手

Honeywell International

Building automation and HVAC controls

影响: Overlaps in building systems

宏观与市场背景

산업재行业新闻

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

近期催化剂

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

AI 分析

点击「获取 AI 分析」以获得 Carrier Global 的 AI 供应链分析。

企业信息

总部

Palm Beach Gardens, Florida, USA

成立时间

2020

员工人数

53,000+

官网

carrier.com

行业概况 — 산업재

行业新闻