Carrier Global Corp at Goldman Sachs Industrials and Materials Conference Transcript
All right. Welcome to our second session today. We're really excited to have Dave Gitlin from Carrier here, Chairman and CEO. We also have Mike Rednor, who runs IR.
I know that, Dave, you wanted to open up with some comments. So the floor is yours.
Thank you, Joe. Good to see you again, Joe, and thanks to Goldman Sachs for hosting us. Carrier has made great progress over the last five years since our spin. We've made significant portfolio changes that have led us to where we are today: a focused and balanced world-class climate and energy solutions company. We're balanced geographically with 50% in the Americas.
We're balanced by verticals with data centers being a great source of growth, but we are not overly reliant on it. We have a great aftermarket business that has been and we expect will continue to grow double digits per year. And as we look ahead into 2026, we expect that the 40% of our portfolio that has
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