PALM BEACH GARDENS, Fla., Sept. 17, 2024 /PRNewswire/ -- Sustainability is rising to the top of U.S. corporate agendas, with building decarbonization emerging as a critical focus for the years ahead, according to a new survey conducted by Carrier Global Corporation (NYSE: CARR), global leader in intelligent climate and energy solutions. The survey found that 83% of US C-suite executives responding to the survey plan to increase sustainability spending over the next two years, with 57% citing sustainability ...

Consumers in northern regions can use incentives such as rebates and tax credits ranging from around $2,000 - $8,000 depending on location and eligibility to purchase these high-efficiency units. INDIANAPOLIS, Sept. 12, 2024 /PRNewswire/ -- With the successful completion of field trials and laboratory testing, Carrier has achieved the Department of Energy's (DOE) Cold Climate Heat Pump Challenge for residential applications. The first DOE challenge designated cold climate heat pumps are slated for productio ...

会议主要讨论的核心内容 - 公司在过去一年完成了转型,现已成为一家更简单、更专注、更高增长的公司,高度暴露于重要的长期趋势 [2] - 公司完成了对Viessmann Climate Solutions的收购,并已完成5项业务的出售,总计实现超过100亿美元的出售收益 [3] - 公司通过出售业务和强劲的经营现金流,大幅降低了净债务,并启动了58百万股的股票回购计划 [4] - 2025年将是公司专注于执行基础业务的一年,包括商用HVAC、北美住宅及轻商用、Viessmann Climate Solutions等领域的机会 [6][7] 问答环节重要的提问和回答 - 分析师询问Viessmann在欧洲热泵市场的中长期增长前景,公司表示欧洲碳排放目标必将推动热泵需求快速增长,预计未来10年年复合增长率将超过20% [9][10][11][12] - 分析师询问Viessmann业务的毛利率前景,公司表示凭借产品差异化、渠道优势等,即使在当前市场环境下也能保持价格涨幅,并有望通过成本优化进一步提升利润率 [25][26][27] - 分析师询问公司在北美商用HVAC市场的份额提升计划,公司表示将通过产能扩张、技术投入、服务网络建设等全方位发力,有望在数据中心等细分市场实现快速份额提升 [32][33][34] - 分析师询问公司在北美住宅及轻商用HVAC市场的前景,公司表示市场已经企稳,预计未来增长将有所放缓但仍将保持平稳 [39][40][41][42] - 分析师询问公司在商用HVAC后市场的发展空间,公司表示通过数字化平台等手段,有望大幅提升后市场收入占比和利润率 [46][47]

PALM BEACH GARDENS, Fla., Aug. 9, 2024 /PRNewswire/ -- Carrier Global Corporation (NYSE: CARR) (the "Company") today announced the Reference Yields for its previously announced cash tender offers (the "Tender Offers"), in the order of priority set forth in the table below, for the outstanding notes listed in the table below (collectively, the "Securities" and each, a "series") such that (i) the aggregate purchase price (excluding accrued and unpaid interest) for all Securities purchased in the Tender Offers ...

PALM BEACH GARDENS, Fla., Aug. 8, 2024 /PRNewswire/ -- Carrier Global Corporation (NYSE: CARR) (the "Company") today announced the early tender results for its previously announced cash tender offers (the "Tender Offers"), in the order of priority set forth in the table below, for the outstanding notes listed in the table below (collectively, the "Securities" and each, a "series") such that (i) the aggregate purchase price (excluding accrued and unpaid interest) for all Securities purchased in the Tender Of ...

BEVERLY, Mass., Aug. 2, 2024 /PRNewswire/ -- Carrier Global Corporation, on behalf of its Sensitech business, a world leader in supply chain visibility, has completed its acquisition of the Monitoring Solutions business of Berlinger & Co. AG, a Swiss family-owned company that specializes in innovative and customized solutions for monitoring temperature-sensitive goods in the pharmaceutical and life science, clinical trial and global health segments. Sensitech is part of Carrier Global Corporation (NYSE: CAR ...

PALM BEACH GARDENS, Fla., July 26, 2024 /PRNewswire/ -- Carrier Global Corporation (NYSE: CARR) (the "Company") today announced that it has commenced tender offers to purchase for cash the debt securities issued by the Company listed in the table below (collectively, the "Securities" and each, a "series"). Up to $800,000,000 Aggregate Purchase Price for the Securities of Carrier Global Corporation Listed Below in the Acceptance Priority Levels and Subject to the Series Tender Caps Listed Below Title of S ...

Carrier Global (CARR) reported second-quarter 2024 adjusted earnings of 87 cents per share, which surpassed the Zacks Consensus Estimate by 2.35%. The figure increased 10.1% year over year.Net sales of $6.68 billion missed the Zacks Consensus Estimate by 5.13% but increased 11.6% year over year.Product sales (89.8% of net sales) of $6 billion increased 12.1% year over year. Service sales (10.2% of net sales) of $685 million were up 7.5% year over year.Quarter DetailsHVAC revenues of $4.97 billion contribute ...

财务数据和关键指标变化 - 第二季度有机销售增长约30%,其中HVAC有机订单增长超过40%,数据中心订单强劲 [9] - 第二季度调整后营业利润率扩大200个基点至18.1%,调整后每股收益再次实现两位数增长 [10] - 公司在第二季度实现了约5.5亿美元的强劲自由现金流,并大幅减少了净债务 [11] 各条业务线数据和关键指标变化 - HVAC业务第二季度有机销售增长2%,其中美洲中单位数增长,欧洲和亚太地区有所下降 [29][30] - 制冷业务第二季度有机销售增长1%,集装箱业务强劲,卡车拖车业务有所下降 [31] - 消防及安全业务第二季度有机销售增长3%,利润率大幅提升310个基点 [32] 各个市场数据和关键指标变化 - 美洲HVAC订单增长超过70%,商用和轻商用订单均大幅增长 [33] - 欧洲HVAC订单增长超过10%,商用订单增长超过15%,住宅和轻商用订单小幅下降 [33] - 亚太地区HVAC订单受中国疲软拖累,仅部分被其他国家订单增长抵消 [33] - 制冷业务订单下降5%,欧洲和亚洲卡车拖车订单保持强劲 [34] 公司战略和发展方向及行业竞争 - 公司正在转型为更聚焦、高增长的可持续发展公司,通过一系列剥离交易来实现 [17][18] - 公司已完成多项剥离交易,正在进行商业和住宅消防业务的出售 [11][18] - 公司正在与维斯曼气候解决方案整合,实现协同效应,并加大在热泵等可持续产品的投入 [19][20][21] - 公司在数据中心、大型项目等领域持续获得订单,并加强相关业务的专业团队建设 [69][70][71] 管理层对经营环境和未来前景的评论 - 公司对欧洲住宅市场的疲软有清晰认知,但仍对长期战略和增长前景保持信心 [22][23] - 管理层认为,尽管某些地区和垂直行业的宏观环境可能不会每年都很强劲,但公司已构建了一个更加聚焦、有韧性、均衡的业务组合 [24][25] - 公司预计2025年将实现强劲增长,并有信心持续交付承诺 [25] 其他重要信息 - 公司计划在今年下半年启动价值数十亿美元的股票回购计划 [11][18] - 公司已建立人工智能中心,并在内部和外部应用AI技术提升生产力和服务能力 [13] - 公司持续推出差异化的可持续解决方案,如低GWP制冷剂冷水机组和低GWP制冷剂小型屋顶机组 [14] 问答环节重要的提问和回答 问题1 **Andrew Kaplowitz 提问** 询问维斯曼业务的新指引以及二季度订单强劲的原因 [44][47] **David Gitlin 回答** 解释了维斯曼业务新指引的背景,以及美国住宅业务订单大幅增长的原因 [45][46] 问题2 **Jeffrey Sprague 提问** 询问消防及安全业务利润率大幅提升的原因 [54][55] **Patrick Goris 回答** 解释了该业务利润率大幅提升主要得益于价格和生产效率的改善 [55] 问题3 **Noah Kaye 提问** 询问住宅消防业务剥离的时间安排 [63][64] **David Gitlin 和 Patrick Goris 回答** 解释了该业务剥离的预计时间表,以及与之前其他业务剥离的相似性 [64][65]

Q2 2024 Earnings Conference Call July 25, 2024 Cautionary Statement This communication contains statements which, to the extent they are not statements of historical or present fact, constitute "forward-looking statements" under the securities laws. These forward-looking statements are intended to provide management's current expectations or plans for Carrier's future operating and financial performance, based on assumptions currently believed to be valid. Forward-looking statements can be identified by the ...