Carrier Earnings Could Send the Stock to a New All-Time High

Carrier Global Corp. (CARR) saw its stock drop 9% after its Q2 2026 earnings report despite beating revenue and earnings expectations and raising full-year guidance. The drop is attributed to margin pressure and declining year-over-year adjusted EPS. However, the company's data center business is experiencing significant growth, driving increased sales and expanded manufacturing, which positions Carrier for long-term success in the AI infrastructure sector, even as regional challenges persist.