| CARR |
Report |
Revenue (Q2 2026) |
BEAT |
pred ~$6.10B vs. cons $6.014B |
MEDIUM |
| CARR |
Report |
Adj. Operating EPS (Q2 2026) |
BEAT |
pred ~$0.83 vs. cons $0.806 |
MEDIUM |
| CARR |
Report |
Adj. Operating Margin (Q2 2026) |
BEAT |
pred ~17.5% vs. cons 17.29% |
MEDIUM |
| CARR |
Guide |
FY 2026 Revenue (FY 2026) |
BETTER |
guide ~$22.2-22.3B vs. cons $22.31B |
MEDIUM |
| CARR |
Guide |
FY 2026 Adj. EPS (FY 2026) |
UNCHANGED |
guide ~$2.80 vs. cons $2.806 |
HIGH |
| CARR |
Guide |
Data Center Revenue (FY 2026) |
BETTER |
guide 'could exceed $1.5B' vs. cons UNVERIFIED |
LOW |
| CARR |
Guide |
New Mfg. Facility Announcement (Qualitative) |
BETTER |
Formal announcement; CapEx ~$500M to ~$600M |
MEDIUM |
| CARR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.0% |
— |
MEDIUM |
| CARR |
Return |
5-day cumulative residual |
+6.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — estimate revisions on 2027 data center revenue and resi recovery sustain the move; sell-side models CapEx raise and 2027 revenue upgrades over the week |
MEDIUM |