Carrier CEO: North American Data Center Orders Surged 400% in Q4 [Yahoo! Finance]
Carrier Global Corporation (CARR)
Company Research
Source: Yahoo! Finance
residential volumes dropped 38%. NVIDIA (NVDA) is working with Carrier on cooling designs. AI infrastructure buildout is reshaping Carrier's business as hyperscalers race to build compute capacity, driving the commercial HVAC segment to five consecutive years of double-digit growth. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE There is a moment when a company's transformation stops being a story and starts being a scoreboard. For Carrier Global ( NYSE:CARR ), that moment may have arrived in Q4 2025. On the company's February earnings call, CEO David Gitlin didn't bury the lead. "Our data center orders in North America were up 400% in the fourth quarter." That's a business being reshaped by the AI infrastructure boom in real time. The Data Center Engine Carrier's commercial HVAC business now represents 40% of its portfolio, and it has become the company's clearest growth engine. Gitlin laid out the trajectory plainly: "Our commer
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CARR
News
- Corbin Advisors Expands Investor Relations Advisory Capabilities with Key Talent Addition [Yahoo! Finance]Yahoo! Finance
- Jim Cramer Calls Carrier Global Corporation's Full-Year Forecast “Justifiably a Little Cautious” [Yahoo! Finance]Yahoo! Finance
- Carrier to Present at the 2026 J.P. Morgan Industrials Conference [Yahoo! Finance]Yahoo! Finance
- Carrier to Present at the 2026 J.P. Morgan Industrials ConferencePR Newswire
- Is Carrier Global Stock Underperforming the Nasdaq? [Yahoo! Finance]Yahoo! Finance
CARR
Earnings
- 2/5/26 - Miss
CARR
Sec Filings
- 3/5/26 - Form SCHEDULE
- 3/3/26 - Form ARS
- 3/3/26 - Form DEFA14A
- CARR's page on the SEC website