"The U.S. economy added just 50,000 jobs in December, marking the slowest labor market expansion in years and pushing unemployment to 4.4%. This cooling signals potential Federal Reserve flexibility on rates, creating a critical backdrop for capital-intensive industries like farm equipment. With mortgage rates hitting three-year lows following Trump's $200 billion housing bond program and credit card rate cap proposals threatening financial sector profitability, equipment manufacturers face a complex 2026. Rising AI chip prices and energy market volatility add further uncertainty."
"Carrier Global Corporation (NYSE:CARR) enters 2026 with a 35x price to earnings ratio despite revenue declining 6.8% year over year in Q3 2025. The HVAC and building products manufacturer posted an 18% profit margin on $22.1 billion in trailing twelve month revenue. The stock declined 16.5% over the past year, reflecting investor caution around residential construction demand. Analysts see value at current levels, assigning a $71.29 average price target that implies 26.7% upside."
The U.S. economy added just 50,000 jobs in December, marking the slowest labor market expansion in years and pushing unemployment to 4.4%. This cooling signals potential Federal Reserve flexibility on rates and creates a challenging backdrop for capital-intensive industries such as farm equipment. Mortgage rates hit three-year lows following Trump's $200 billion housing bond program, while proposed credit card rate caps threaten financial sector profitability. Rising AI chip prices and energy market volatility add further uncertainty. Carrier trades at a high P/E despite falling revenue, offering dividend income and possible upside. Rockwell shows elevated multiples amid mixed earnings and prior-quarter revenue growth.
Read at 247wallst.com
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