Carrier第三季度净销售额62.6亿美元同比增12%：数据中心订单增约300%，在手订单逾85亿美元创纪录
总部位于 Florida 州 Palm Beach Gardens 的 Carrier Global Corporation（开利，纽约证券交易所代码 CARR）10月29日公布2026年第三季度业绩：净销售额62.63亿美元，同比增长12%，有机销售额增长15%；公司当季总订单增长约35%，其中数据中心订单增长约300%，在手订单超过85亿美元、同比增长约60%，创历史纪录。
按 GAAP 口径，公司当季营业亏损22.73亿美元、持续经营净亏损25.93亿美元，每股亏损3.16美元，主要原因是欧洲气候解决方案业务计提了约31亿美元的非现金商誉减值；剔除该项等因素后，调整后营业利润10.91亿美元、同比增长33%，调整后每股收益0.87美元、同比增长30%。公司当季还确认了约1.30亿美元的 IEEPA 关税退款收益。
分业务看，美洲气候解决方案销售额33.54亿美元、增长24%；欧洲气候解决方案销售额13.35亿美元、增长3%；亚太、中东与非洲气候解决方案销售额8.48亿美元、增长2%；运输气候解决方案销售额7.26亿美元、下降3%。
现金流方面，公司当季经营现金流8.13亿美元、自由现金流6.74亿美元，当季通过股息与回购向股东返还约6亿美元。公司同时上调全年指引：2026年销售额预计238亿至240亿美元、有机增长约10%，调整后每股收益2.85至2.90美元，全年预计向股东返还约23亿美元。
董事长兼首席执行官 David Gitlin 表示，公司第三季度订单、销售与调整后每股收益均实现15%至35%的增长，数据中心订单增长约300%，创纪录的在手订单让公司对把增长势头延续到2027年及以后有信心。
Carrier Q3 Net Sales Rise 12% to $6.26 Billion: Data Center Orders Up About 300%, Backlog Tops $8.5 Billion
Carrier Global Corporation (NYSE: CARR), headquartered in Palm Beach Gardens, Florida, reported third-quarter 2026 results on October 29: net sales were $6.263 billion, up 12% year over year, with organic sales up 15%. Total company orders rose about 35%, data center orders rose about 300%, and backlog exceeded a record $8.5 billion, up about 60% from a year earlier.
On a GAAP basis, the company posted an operating loss of $2.273 billion and a net loss from continuing operations of $2.593 billion, or a loss of $3.16 per share, driven mainly by a non-cash goodwill impairment charge of about $3.1 billion related to its Climate Solutions Europe reporting unit. Adjusted operating profit rose 33% to $1.091 billion, and adjusted EPS rose 30% to $0.87. The quarter also included about $130 million of operating profit benefit from IEEPA refunds.
By segment, Climate Solutions Americas sales rose 24% to $3.354 billion; Climate Solutions Europe sales rose 3% to $1.335 billion; Climate Solutions Asia Pacific, Middle East and Africa sales rose 2% to $848 million; and Climate Solutions Transportation sales fell 3% to $726 million.
Operating cash flow was $813 million and free cash flow was $674 million, and the company returned about $600 million to shareowners through dividends and repurchases in the quarter. Carrier raised its full-year 2026 guidance to sales of $23.8 billion to $24.0 billion with organic growth of about 10% and adjusted EPS of $2.85 to $2.90, and expects to return about $2.3 billion to shareowners for the year.
Chairman and CEO David Gitlin said orders, sales and adjusted EPS all grew between 15% and 35% in the quarter, with data center orders up about 300%, and that record backlog gives the company confidence to sustain the momentum into 2027 and beyond.
来源：GSM·美国（原文链接）
图片来源：图：冷却塔实景（资料图，与数据中心及商用暖通制冷需求题材相关）。Philo Nordlund 摄，CC BY 2.0，经 Wikimedia Commons。Photo: Cooling towers (file photo). Philo Nordlund, CC BY 2.0, via Wikimedia Commons.
