Research
FORUM TRANSCRIPT

US HVAC Industry Outlook – Competitive Landscape & Supplier Relations

  • Public Equity
  • Industrials
  • North America
PREMIUM

Specialist

Former executive at at AC Today Inc

Agenda

  • Competitive positioning of Lennox (NYSE: LII), Trane (NYSE: TT), Carrier (NYSE: CARR) and Goodman (TYO: 6367)
  • PE activity and possibility of new HVAC (heating, ventilation and air conditioning) entrants
  • Impact of SEER (seasonal energy efficiency ratio) rating changes due January 2023 and innovation of new technologies
  • Supplier relations and branding recognition

Questions

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