- Carrier Global Corporation (CARR, Financial) projects 6-8% organic sales growth annually and over 50 basis points of adjusted operating margin expansion per year.
- The company plans to deploy approximately $15 billion toward shareholder value creation over the medium term.
- Carrier targets mid-teens adjusted EPS growth with a strong focus on differentiated product offerings and advanced systems.
Carrier Global Corporation (CARR), a leader in intelligent climate and energy solutions, held its 2025 Investor Day at the New York Stock Exchange. During the event, CEO David Gitlin revealed the company's strategic financial goals, emphasizing a transformed portfolio that is now more simplified, focused, and balanced. The financial targets include a robust 6-8% organic sales growth annually, aiming for over 50 basis points of annual adjusted operating margin expansion.
The company is also focusing on mid-teens adjusted EPS growth per year. This ambitious financial roadmap reflects Carrier's commitment to maintaining its track record of margin expansion and free cash flow generation, targeting approximately 100% free cash flow conversion.
Moreover, Carrier unveiled plans to utilize around $15 billion in deployable capital for shareholder value creation. This capital is expected to give the company flexibility for strategic investments, including potential acquisitions, share repurchases, or dividend increases. The three-pronged strategy includes enhancing customer value through differentiated products, aftermarket solutions, and advanced systems.
Carrier's alignment with macro trends like energy efficiency and sustainability is likely to provide additional growth opportunities in both the commercial and residential sectors. Investors are encouraged to take note of Carrier's presentation materials, which are available for further insight on their website.
