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
residential HVAC
Lennox Q1 2026 Earnings Signal Shifts Across the HVAC Channel
The investor takeaways from the Lennox Q1 2026 earnings report are one story. The channel takeaways are another, and they are the ones that matter for distributors, reps, and contractors trying to read where the market is heading next. The Lennox Q1 2026 earnings report landed this week, beating what has shaped up to be a messy quarter, with EPS coming in roughly 5 percent … [Read more...] about Lennox Q1 2026 Earnings Signal Shifts Across the HVAC Channel
What Lennox’s Low Bar Tells Us About the HVAC Market Bottom
If you spent 2025 watching orders slow, inventory stack up, and replacement demand stall, you already know it was one of the most challenging HVAC markets in over a decade. The question now is whether we have finally hit the HVAC market bottom, or whether there is more pain ahead. Lennox's Q4 results and 2026 guidance give us something concrete to work with. A recent William … [Read more...] about What Lennox’s Low Bar Tells Us About the HVAC Market Bottom
