Carrier GlobalPrefer Sterling in Google
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| Period | CSA Residential (%) | CSA Light Commercial (%) | CSA Commercial (%) |
|---|---|---|---|
| Q1 2025 | 20 | 20 | |
| Q2 2025 | 10 | 45 | |
| Q3 2025 | -30 | -4 | 30 |
| Q4 2025 | -38 | -20 | |
| Q1 2026 | -12 | 9 | 1 |
| Q2 2026 | 9 | 10 | -8 |
| Period | Orders YoY (%) | Coverage |
|---|---|---|
| Q4 2025 | 400 | CSA data center, more than 5x |
| Q1 2026 | 500 | Global, over 500% |
| Q2 2026 | 300 | Global, over 300% (call: 4x) |
| Period | Data center sales ($B) | Basis |
|---|---|---|
| 2024 | 0.5 | Implied by 2025 annual report doubling to $1 billion |
| 2025 | 1 | Actual, $1 billion as printed |
| 2026 outlook | 2 | Company outlook as of Q2 2026, not an actual |
| Period | Company orders YoY (%) | Commercial HVAC orders YoY (%) |
|---|---|---|
| Q4 2025 | 16 | 50 |
| Q1 2026 | 11 | 35 |
| Q2 2026 | 40 | 65 |
| Period | CSA (%) | CSE (%) | CSAME (%) | CST (%) |
|---|---|---|---|---|
| Q1 2025 | 9 | -7 | -6 | 2 |
| Q2 2025 | 14 | 0 | -4 | -1 |
| Q3 2025 | -8 | -3 | -2 | 6 |
| Q4 2025 | -17 | -2 | -9 | 10 |
| Q1 2026 | -3 | 0 | -1 | 5 |
| Q2 2026 | 4 | 3 | 4 | 0 |