I assigned a 'Strong Buy' rating to Carrier Global (NYSE: CARR ) in May 2025, favoring its capability to mitigate tariff impacts. Its stock price dropped by more than 10% after its Q2 FY25 earnings, due to itsAnalyst’s Disclosure:I/we have a beneficial long position in the shares of CARR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relati ...