| CARR |
Report |
Q2 adjusted EPS |
BEAT |
pred ~$0.83 vs. cons $0.81 |
MEDIUM |
| CARR |
Report |
Q2 revenue |
IN-LINE |
pred ~$5.98B vs. cons $5.95B |
HIGH |
| CARR |
Report |
Q2 organic sales growth |
BEAT |
pred ~-0.8% vs. cons -2.0% |
MEDIUM |
| CARR |
Guide |
FY2026 adjusted EPS guidance |
LOWER |
guide ~$2.80 vs. cons $2.82 (FY2026) |
MEDIUM |
| CARR |
Guide |
FY2026 revenue guidance |
UNCHANGED |
guide ~$22.0B vs. cons $22.0B (FY2026) |
HIGH |
| CARR |
Guide |
FY2026 data-center revenue commentary |
BETTER |
guide ~$1.60B vs. cons $1.50B (FY2026) |
MEDIUM |
| CARR |
Guide |
2027 data-center production capacity commentary |
BETTER |
guide ~$2.75B vs. cons $2.50B (FY2027) |
LOW |
| CARR |
Guide |
FY2026 free-cash-flow guidance |
UNCHANGED |
guide ~$2.0B vs. cons $2.0B (FY2026) |
HIGH |
| CARR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
MEDIUM |
| CARR |
Return |
5-day cumulative residual |
+1.5% (FADE) |
Strong commercial-HVAC orders and higher data-center revenue commentary should drive the initial upside, but an unchanged ~$2.80 FY2026 EPS guide versus ~$2.82 consensus, higher capacity investment and limited out-period margin upside should constrain estimate revisions and partially reverse the day-1 move. |
MEDIUM |