Carrier Global Q2 2026: Data Center Boom & HVAC Growth Insights

Описание: Carrier Global Corp's Q2 2026 earnings call highlights a robust quarter with 40% order growth and record backlog exceeding $8 billion. Key growth drivers include a 65% surge in commercial HVAC orders, especially in data centers where orders quadrupled year-over-year. The acquisition of 75F enhances Carrier's capabilities in intelligent, autonomous building management systems, expanding their market by $20 billion and integrating AI-enabled, cloud-native technology.

The company raised its full-year guidance, expecting mid to high single-digit organic sales growth and $2 billion in data center revenue, marking a second consecutive year of doubling sales in this vertical. Strong performance in residential and light commercial sectors, particularly in India, Southeast Asia, Australia, and Europe, supports this optimistic outlook. Carrier is also investing in new facilities in the U.S. and India to meet growing demand.

Despite some margin pressures from mix and investment costs, Carrier remains confident in its growth trajectory. The company is focused on cost optimization and pricing discipline under new leadership to achieve mid-teen operating margins. With strategic wins in national accounts and a healthy channel inventory, Carrier is well-positioned for continued expansion in HVAC and data center markets through 2027 and beyond.

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