Ferguson Enterprises

Ferguson Enterprises released Q1 2026 results this week, and the read for the HVACR channel is more interesting than the headline beat suggests.  The Ferguson HVAC strategy is performing in a mixed environment.  Residential demand is weak.  Nonresidential is strong.  Data centers continue to drive specialty growth.  Pricing is firming up faster than the company's own guidance … [Read more...] about Ferguson HVAC Strategy and the Q1 2026 Channel Read