CARR Carrier Global (CARR) Q2 FY26 earnings call
Carrier Global delivered a strong quarter, driven by robust data center demand and a recovering residential market, leading to record backlog levels and an upward revision of full-year guidance. The company is aggressively expanding capacity for data centers and focusing on cost reduction and pricing discipline to address margin pressures, while strategically investing in digital solutions and portfolio optimization.
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CARR operating KPIs by quarter
| KPI | Dec 2024 Q4 FY24 | Mar 2025 Q1 FY25 | Sep 2025 Q3 FY25 | Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | This call 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.