Softer Demand Trends and Ongoing Dealer Destocking Affected Carrier Global Corporation (CARR) in Q3

4 days ago 3

Soumya Eswaran

Wed, November 12, 2025 astatine 8:14 AM CST 3 min read

Carillon Tower Advisers, an concern absorption company, released its “Carillon Eagle Growth & Income Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The S&P 500 Index continued its rally successful the 3rd quarter, ending the year-to-date returns astatine 13.7%. During this period, maturation and momentum were cardinal contributors to the market's performance. A important information of the marketplace is presently tied to the azygous catalyst of AI deployment, which means that immoderate weaknesses successful this conception could importantly endanger the market's aboriginal strength. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Carillon Eagle Growth & Income Fund highlighted stocks specified arsenic Carrier Global Corporation (NYSE:CARR). Carrier Global Corporation (NYSE:CARR) is an intelligent clime and vigor solutions supplier that operates done Heating, Ventilating, and Air Conditioning (HVAC) and Refrigeration. The one-month instrumentality of Carrier Global Corporation (NYSE:CARR) was -0.42%, and its shares gained 25.43% of their worth implicit the past 52 weeks. On November 11, 2025, Carrier Global Corporation (NYSE:CARR) banal closed astatine $56.97 per share, with a marketplace capitalization of $47.981 billion.

Carillon Eagle Growth & Income Fund stated the pursuing regarding Carrier Global Corporation (NYSE:CARR) successful its 3rd 4th 2025 capitalist letter:

"Carrier Global Corporation's (NYSE:CARR) shares underperformed this 4th arsenic absorption lowered its residential heating, ventilation, and aerial conditioning (HVAC) guidance, pointing to softer request trends and ongoing trader destocking. The reset overshadowed steadier results successful Carrier’s commercialized HVAC and aftermarket segments arsenic investors focused connected the residential channel’s outsized interaction connected near-term net and the hazard of the slowdown lingering into adjacent season."

Was Jim Cramer Right About Carrier Global Corporation (CARR)?

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