Aftermarket PotentialThe aftermarket business remains a source of strong long-term growth, leveraging digital solutions and AI to enhance service offerings and parts sales.
Business GrowthCarrier’s applied business continues to be a standout, on track for its fifth consecutive year of double-digit growth, driven by data center wins and a strong global footprint.
Market PositioningCarrier remains a top pick in HVAC due to solid margins, secular exposure, and a relatively attractive valuation, with potential for further upside in data center and aftermarket growth.