Carrier's pure-play HVAC focus post-portfolio reshaping (Viessmann acquisition, Fire & Security divestiture) positions it for the heat pump electrification cycle and data center cooling demand. Aftermarket recurring revenue grows with installed base. China commercial HVAC has stabilized. Margin expansion from price discipline and Viessmann synergies underpins the equity story.
Thesis reviewed May 29, 2026
Carrier Global Corporation is headquartered in United States, which is currently showing elevated risk signals.
🇺🇸United States82EXITView United States risk detail →🏭Industrials29WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| WM | Waste Management, Inc. | 36 | +3% | ↓6% | NEUTRAL |
| NSC | Norfolk Southern Corporation | 36 | +3% | ↓6% | NEUTRAL |
| HON | Honeywell International Inc. | 33 | +8% | ↓6% | EARLY |
| PH | Parker Hannifin Corporation | 33 | +9% | ↓6% | EARLY |
| ETN | Eaton Corporation plc | 33 | +16% | ↓6% | EARLY |
| OTIS | Otis Worldwide Corporation | 33 | +7% | ↓6% | NEUTRAL |
| UNP | Union Pacific Corporation | 33 | +7% | ↓6% | EARLY |
Investors who hold CARR may also have indirect exposure through these country funds.
Carrier data center thermal management orders accelerate
Viessmann heat pump synergies tracking ahead of plan
Estimates · Yahoo Finance · Not audited figures
[House Hearing, 119 Congress] [From the U.S. Government Publishing Office] A DIRE CRISIS IN SUDAN: A GLOBAL CALL TO ACTION ======================================================================= HEARING OF THE SUBCOMMITTEE ON AFRICA BEFORE THE COMMITTEE ON FOREIGN AFFAIRS U.S. …
[House Hearing, 119 Congress] [From the U.S. Government Publishing Office] GLOBAL NETWORKS AT RISK: SECURING THE FUTURE OF COMMUNICATIONS INFRASTRUCTURE ======================================================================= HEARING BEFORE THE SUBCOMMITTEE ON COMMUNICATIONS AND TECHNOLOGY OF THE …
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Kevin HernOK | Buy | $1k–$15k | Aug 14, 26 | ||
| Maria Elvira SalazarFL | Buy | Unknown amount | Jul 28, 26 | ||
| Julie JohnsonTX | Buy | $1k–$15k | Oct 3, 25 | ||
| Maria Elvira SalazarFL | R | Buy | $1k–$15k | May 1, 26 | -4.4% |
| Rick LarsenWA | D | Buy | $1k–$15k | Apr 7, 26 | +9.5% |
| Julie JohnsonTX | D | Buy | $1k–$15k | Dec 18, 25 | +15.9% |
| Thomas H Tuberville | Sell | $1k–$15k | Jan 10, 25 | -0.2% |