Sunbelt consolidation

Watsco's first-quarter 2026 results point to early HVAC market stabilization after two years of post-spike turbulence, even as unit volumes remain soft and macro pressures keep the recovery uneven.  The largest HVAC distributor in North America reported flat revenue at $1.53 billion, with a 2% gain in the US offset by an 11% decline internationally. Gross margin held at 27.9%, … [Read more...] about HVAC Market Stabilization: Watsco’s Q1 Signals