<div id="readability-page-1"><div><p>(MT Newswires) -- Carrier Global's (CARR) widely anticipated preannouncement of weakness in its Americas residential heating, ventilation, and air conditioning, which accounts for about half of its revenue, prompted RBC Capital Markets to lower its estimates.</p><p> Carrier's Q3 guidance for the segment, initially set 13% below consensus in July, has now been reset to 30% below, the brokerage said in a Thursday note. The company attributed the weakness to softer consumer demand and dealer destocking, while emphasizing it was not due to share loss or execution issues.</p><p> Dealer destocking is expected to continue into Q4, with a revenue impact of $75 million to $100 million and an earnings per share reduction of about 5 cents.</p><p> RBC noted an additional 5 to 10 cents of EPS headwinds from weaker productivity and Viessmann-related softness. The Asia and Transportation businesses are expected to perform in line with expectations, though weakness in China persists.</p><p> In response to lower volumes, Carrier plans $100 million in cost reductions, split between Europe and corporate overhead. The firm said the full benefits are expected to start in the first half of 2026.</p><p> To reflect these pressures, the brokerage lowered its Q3, Q4, and 2025 estimates by 31%, 17%, and 12%, respectively.</p><p> RBC maintained the company's stock rating at outperform and lowered the price target to $75 from $87.</p><p>Price: 61.88, Change: -0.42, Percent Change: -0.68</p></div></div>

CARR

<p>Carrier Global 在其美洲住宅暖通空調（HVAC）部門預告疲軟，導致 RBC 資本市場大幅下調其預期。由於消費者需求疲軟和經銷商去庫存，第三季度的指導意見從低於市場預期的 13% 修訂至 30%，預計收入將減少 7500 萬至 1 億美元。RBC 還指出了額外的每股收益（EPS）壓力，並計劃削減 1 億美元的成本。該券商將第三季度、第四季度和 2025 年的預期分別下調 31%、17% 和 12%，同時維持 “跑贏大盤” 評級，但將目標價從 87 美元下調至 75 美元</p>

RBC 稱，由於住宅暖通空調市場疲軟，Carrier Global 的業績預估被下調