CARR Carrier (CARR) Q1 FY25 earnings call
Carrier delivered a strong first quarter, surpassing expectations with robust adjusted EPS growth and significant margin expansion, driven by productivity and pricing actions. The company raised its full-year adjusted EPS guidance, demonstrating confidence despite some softness in light commercial and Asian markets. Strategic investments in aftermarket, heat pumps, and data center solutions continue to drive long-term growth initiatives.
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CARR operating KPIs by quarter
| KPI | Dec 2024 Q4 FY24 | This call Mar 2025 Q1 FY25 | Sep 2025 Q3 FY25 | Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|---|---|---|
| Employees | 50KPatrick, thank you, and thanks to our 50,000 team members globally.Source: earnings call transcript | 50KLet me start by thanking our 50,000 teammates for delivering another strong quarter.Source: earnings call transcript | 50KAnd let me just close by thanking you all for joining the call, and thanks to our 50,000 colleagues globally.Source: earnings call transcript | <50KSo my thanks to our nearly 50,000 teammates around the world, and thanks to our investors for your continued confidence.Source: earnings call transcript | — | 50KAnd I want to thank our 50,000 team members around the world.Source: earnings call transcript | — |
| Paid subscriptions Lynx | — | — | ~210KPaid subscriptions for Lynx, our digital platform for transportation, were up 40% in the quarter to about 210,000.Source: earnings call transcript | 220K+Today, we have over 220,000 paid Lynx subscriptions with over 110,000 on containers, including 6 of the world's top 10 shipping lines.Source: earnings call transcript | <240KOur Lynx subscriptions cover nearly 240,000 units, and we expect to triple this number in the next few years.Source: earnings call transcript | — | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.