Carrier Global

CARRleader

Carrier Global is a leading global provider of HVAC, refrigeration, fire, and security solutions. Spun off from United Technologies in 2020, Carrier is the #1 global HVAC brand and #1 transport refrigeration provider. It is focused on heat pump-driven electrification of heating.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($22B)

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HVAC (Americas) (52%)

HVAC (Europe & Middle East) (23%)

Refrigeration (15%)

Fire & Security (10%)

Segment Breakdown & Key Customers

Product Details

Commercial HVAC Systems45%

Chiller, air handling, and heat pump systems for commercial buildings. Includes Carrier, Toshiba Carrier, and Kidde brands.

Residential HVAC (Carrier / Bryant)30%

Home air conditioning, heat pumps, and furnaces. Benefiting from heat pump regulatory tailwinds in Europe and US.

Refrigeration (Transport & Commercial)15%

Truck and container refrigeration units (Transicold), and commercial display cases. Carrier is #1 in transport refrigeration.

Fire & Security (Chubb)10%

Fire detection, suppression, and security systems. Divesting Chubb in 2024 to focus on HVAC.

Supply Chain Relationships

Competitors

Honeywell International

Building automation and HVAC controls

Impact: Overlaps in building systems

Macro & Market Context

산업재Sector News

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ISM 제조업 PMI

50.3 (확장 복귀)

미국 제조업 건설 지출

$235B (+68% YoY)

항공 여객 회복

103% (2019 대비)

화물 운임 지수 (BDI)

1,450p

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Company Info

Headquarters

Palm Beach Gardens, Florida, USA

Founded

2020

Employees

53,000+

Website

carrier.com

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