Carrier Global Corp at Oppenheimer Industrial Growth Conference (Virtual) Transcript

Jan 22, 2024

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May 09, 2023 / 07:45PM GMT
Noah Duke Kaye - Oppenheimer & Co. Inc., Research Division - Executive Director & Senior Analyst

Well, good afternoon, everyone. Thanks so much for joining us at day 2 of Oppenheimer's AT Annual Industrial Growth Conference. The last session of the day for us, and very pleased to be ending it with the management of Carrier. CFO, Patrick Goris, VP of IR, ladies and gentlemen. Welcome. Thanks so much for being here today.

Questions and Answers:

Noah Duke Kaye - Oppenheimer & Co. Inc., Research Division - Executive Director & Senior Analyst

So we're going to spend the bulk of this conversation on the portfolio transformation. But I think it's good to start with some industry fundamentals and aspects of your strategic growth that perhaps got overshadowed this quarter. So I want to start by asking you about commercial HVAC orders. Can you characterize the continuing strength you saw there? Talk about where you saw strength geographically and among verticals in 1Q? Any color you've seen quarter-to-date as we head into the seasonal uptick? And I'm

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