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Carrier First Quarter 2024 Earnings Advisory
Prnewswire· 2024-04-05 04:15
PALM BEACH GARDENS, Fla., April 4, 2024 /PRNewswire/ -- Carrier Global Corporation (NYSE: CARR), global leader in intelligent climate and energy solutions, will release its first quarter 2024 earnings on Thursday, April 25, 2024 and host a conference call and webcast at 7:30 a.m. ET. The webcast and presentation will be available at ir.carrier.com. To listen to the earnings call by phone, participants must pre-register at Carrier Earnings Call Registration. All registrants will receive dial-in information a ...
Will Carrier Global (CARR) Beat Estimates Again in Its Next Earnings Report?
Zacks Investment Research· 2024-04-05 01:16
Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Carrier Global (CARR) , which belongs to the Zacks Electronics - Miscellaneous Products industry, could be a great candidate to consider.This company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 9.01%.For the last reporte ...
Carrier Global Corporation (CARR) BofA Securities Global Industrials Conference (Transcript)
2024-03-22 05:46
公司概况 - Carrier是全球智能气候和能源解决方案的领导者[3] - Carrier运营3个部门,每个部门在各自领域都是市场领导者[4] 公司战略 - Carrier通过数字平台的投资增加数字收入,提供显著的上行机会[4] - Carrier进行了组合变革,专注于HVAC、气候、电气化和能源转型[6] - Carrier将成为一个更简单、更易于理解的公司,拥有全球领先地位[7] - Carrier预计成为一个更高增长的公司,目标是每年至少50个基点的利润率扩张[9] - Carrier将受益于气候变化、电气化和可持续性等结构性趋势[10] 业务展望 - Carrier的售后市场业务具有巨大增长潜力,预计高单位数到两位数增长[12] - 公司致力于简化和提高生产力,以实现更多的边际扩张机会[13] - 公司通过收购Giwee、Toshiba和Viessmann等公司,有机会在全球范围内扩大规模,从而获得巨大的规模效益[14] 财务展望 - 预计今年将获得约55亿美元的净收益,用于偿还债务,到年底公司将实现约2倍净杠杆率[16] - 公司计划在净杠杆率达到2倍后回购至少与Viessmann家族发行的股票等值的股票[17] - 公司核心业务今年的调整每股收益增长约15%,预计明年将继续增长[18] - 预计明年将有约30亿美元的资金可供部署,公司打算重点进行股票回购以进一步提升收益增长[19] 未来展望 - 公司看到了通过宣布的退出计划、预期的净收益以及今年和明年的自由现金流生成,为2025年提供有吸引力的收益增长机会[20] - 公司预计随着简化业务、更高的增长潜力和巨大的增长机会,未来公司的估值倍数将会增加[22] 业务发展 - 公司的价值创造框架基于6%至8%的有机增长,其中包括GDP增长、售后市场机会、数字平台等因素[26] - 公司预计通过向更高效的产品转变,销售额将得到提升,从而支撑了2025年核心业务增长的假设[27] - 公司预计2025年自由现金流将增长,可用于股票回购的资金将达到30亿美元[31]
Carrier Announces Updated Timing of its Presentation at the Bank of America Global Industrials Conference
Prnewswire· 2024-03-19 04:15
PALM BEACH GARDENS, Fla., March 18, 2024 /PRNewswire/ -- Carrier Global Corporation (NYSE: CARR) Senior Vice President & Chief Financial Officer Patrick Goris will speak at the Bank of America Global Industrials Conference in London on Thursday, March 21, 2024 at 5:40 a.m. ET. The event will be broadcast live at ir.carrier.com. A webcast replay will be available on the website following the event. About CarrierCarrier Global Corporation, global leader in intelligent climate and energy solutions, is committe ...
Carrier Announces Agreement to Sell Industrial Fire Business to Sentinel Capital Partners for $1.425 Billion
Prnewswire· 2024-03-05 20:00
分组1 - Carrier Global Corporation达成协议出售其工业消防业务给Sentinel Capital Partners,交易价值为14.25亿美元[1] - 该交易是Carrier持续进行的组合转型的最新一步,旨在成为智能气候和能源解决方案的全球领导者[1] 分组2 - Carrier预计从交易中获得的净收益将超过11亿美元,打算用于偿还债务,并计划在2024年底恢复股票回购[3] 分组3 - Goldman Sachs & Co. LLC和J.P. Morgan Securities LLC担任Carrier的财务顾问[4]
214 Billion Reasons to Buy These 3 Hot Stocks
The Motley Fool· 2024-03-05 18:14
Despite the slowdown in the economy, there's one area that continues to boom, and that's non-residential construction and, specifically, manufacturing construction spending. The latter is up sharply in recent years, reaching $214 billion in 2023. I think the theme may have more room to run, and stocks like Comfort Systems USA (FIX 1.83%), Carrier (CARR 1.22%), and Germany's Siemens (SIEGY -0.84%) are poised to benefit.The non-residential and manufacturing construction boomFirst, a few words on the spending ...
Carrier Global Corporation (CARR) Barclays 41st Annual Industrial Select Conference (Transcript)
2024-02-23 04:38
业绩总结 - Viessmann今年的EBITDA将高于基准计划,销售额略低,但公司对此感到满意[11] - 预计每年运营利润率将扩张50个基点或更多[56] - 预计每年运营利润率将扩张50至100个基点[57] - 预计每年将实现运营利润率扩张[58] 用户数据 - 公司的商用空调业务中,数据中心和教育行业占据了相当大的份额,尤其是数据中心业务[46] - 在第四季度,北美商用暖通空调销售额增长超过20%[49] 未来展望 - Viessmann正在建设可能是世界上最先进的热泵工厂,预计将在今年夏天完工[43] - 预计每年将实现双位数的自由现金流占净销售额的比例[69] 新产品和新技术研发 - 公司正在研发一些新技术来满足数据中心行业对热量散发的需求,预计这一领域将继续保持强劲增长[47] 市场扩张和并购 - 公司的资本部署重点是债务偿还和股票回购[81] 负面信息 - Viessmann的销售额在一月份保持平稳,而不像其他竞争对手所说的销量下降[10]
Alat and Carrier Partner to Advance Climate and Energy Solutions in the Kingdom of Saudi Arabia
Prnewswire· 2024-02-21 09:22
合作内容 - Alat与Carrier Global Corporation宣布合作,在沙特阿拉伯建设先进的制造和研发中心,预计将创造超过5000个本地就业机会[1] - 合作将利用Alat的财务实力和Carrier的技术和制造能力,开发在沙特阿拉伯制造的智能气候解决方案,这是与Alat的合作的第一阶段[3] - Carrier计划与Alat在沙特阿拉伯建设先进可持续的制造和研发设施,提供高产量、高科技、节能的暖通空调产品,预计将创造多达5000个本地就业机会[5]
3 Electronics Stocks to Watch From a Challenging Industry
Zacks Investment Research· 2024-02-15 22:41
The Zacks Electronics – Miscellaneous Products industry has been suffering from challenging macroeconomic conditions, high levels of inventories with distributors, and steep interest rates. The global economic turmoil is expected to keep the semiconductor capex under check, which does not bode well for industry participants in the near term. However, players like KLA (KLAC) , Carrier Global (CARR) and Trimble (TRMB) are benefiting from higher spending on advanced technologies, including augmented reality (A ...
Carrier to Present at the Barclays Industrial Select Conference
PRNewsWire· 2024-02-14 22:15
PALM BEACH GARDENS, Fla., Feb. 14, 2024 /PRNewswire/ -- Carrier Global Corporation (NYSE:CARR) Chairman & CEO David Gitlin and Senior Vice President & CFO Patrick Goris will speak at the Barclays Industrial Select Conference on Thursday, February 22, 2024 at 10:20 a.m. ET.The event will be broadcast live at ir.carrier.com. A webcast replay will be available on the website following the event.About CarrierCarrier Global Corporation, global leader in intelligent climate and energy solutions, is committed to c ...