Burnham Holdings Announces Court-Supervised Restructuring for Crown Boiler Company Subsidiary [Accessibility Statement] Skip NavigationCrown Boiler Company commences voluntary Chapter 11 process to resolve legacy obligations, aligned with Burnham Holdings' portfolio optimization and long-term growth strategyLANCASTER, Pa., Feb. 27, 2026 /PRNewswire/ -- Burnham Holdings, Inc. (OTC-Pink: BURCA) ("BHI", the "Company", "we" or "our"), the parent company to leading manufacturers of boilers, furnaces and related ...

In the HVAC segment, fourth-quarter revenue grew 16.4% , including 5.5% inorganic growth and a modest foreign exchange tailwind. Organic revenue increased 10.3% , with management citing solid performance in both cooling and heating. Segment income rose $17 million , or 18%, and segment margin improved 40 basis points , which the company attributed primarily to higher volume and operating leverage. Segment backlog ended the quarter at $585 million , up 22% organically year over year.For the fourth quarter, t ...

Full-year 2025 growth was driven by strong organic performance in both segments and the successful integration of the KTS, Sigma, and Omega acquisitions. HVAC segment outperformance was primarily fueled by higher volumes in cooling and heating, providing significant operating leverage and a 40 basis point margin expansion. Management is executing a massive capacity expansion strategy, investing $160,000,000 over two years to support a projected $700,000,000 in incremental revenue potential. The acqu ...

Q4 2025 Earnings Presentation FEBRUARY 24, 2026 Q4 2025 EARNINGS PRESENTATION | COPYRIGHT © 2025 SPX TECHNOLOGIES 1 Q4 2025 EARNINGS PRESENTATION | COPYRIGHT © 2025 SPX TECHNOLOGIES FEBRUARY 24, 2026 2 | Introductory Comments Gene Lowe, President & Chief Executive Officer FEBRUARY 24, 2026 Q4 2025 EARNINGS PRESENTATION | COPYRIGHT © 2025 SPX TECHNOLOGIES 3 | Safe Harbor Statement Certain statements contained in this presentation that are not historical facts, including any statements as to future market con ...

Introducing Full-Year 2026 GuidanceCHARLOTTE, N.C., Feb. 24, 2026 (GLOBE NEWSWIRE) -- SPX Technologies, Inc. (NYSE:SPXC) (“SPX”, the “Company”, “we” or “our”) today reported results for the fourth quarter ended December 31, 2025. Fourth Quarter Highlights (amounts presented for continuing operations; all comparisons against the fourth quarter of 2024, unless otherwise noted) Revenue of $637.3 million, up 19.4%GAAP income from continuing operations of $78.2 million, up 38.4%GAAP EPS of $1.54, up 29.4%Adjuste ...

Company Overview - Comfort Systems USA, Inc. (NYSE:FIX) is a significant player in the mechanical services industry, specializing in HVAC installation, maintenance, and repair services across the United States [1] - The company serves a diverse clientele in the commercial, industrial, and institutional sectors, competing with other major firms in the HVAC industry [1] Market Performance - On February 23, 2026, a new price target of $1,800 was set for FIX by Brent Thielman from D.A. Davidson, indicating a potential increase of 27.57% from the trading price of $1,411 at that time [2] - The stock is currently priced at $1,412.18, reflecting a slight decrease of 3.42% or $50.06, but the market's response to the recent tariff removal suggests a favorable environment for growth [3] - FIX's stock has shown volatility, fluctuating between $1,403.32 and $1,463 throughout the day, with a yearly high of $1,476.94 and a low of $276.44, indicating significant growth potential [4] Market Capitalization and Trading Activity - The market capitalization of FIX is approximately $49.81 billion, solidifying its position as a key player in the HVAC industry [4] - The trading volume for FIX on the NYSE is 191,396 shares, reflecting active investor engagement and interest in the company's performance [5] Impact of Tariff Removal - The recent Supreme Court decision to overturn tariffs is expected to enhance the profitability and competitiveness of companies like Comfort Systems USA, contributing positively to FIX's market outlook [2][3]

Core Viewpoint - AAON, Inc. is identified as a high-growth industrial stock with a positive outlook from analysts, particularly following a meeting with management at the AHR Expo in Las Vegas [1][2]. Group 1: Company Overview - AAON, Inc. manufactures customizable, high-performance HVAC solutions for commercial and industrial buildings, including rooftop units, chillers, and data center cooling systems [3]. - The company has a robust product portfolio that is well-positioned to meet the needs of future data center builds, especially with the evolving capabilities of GPUs and coolant requirements [2]. Group 2: Financial Position - AAON has increased its borrowing capacity under a revolving credit facility by $100 million, raising it to $600 million to secure financing for working capital needs while ramping up operations at its Memphis facility [3]. Group 3: Analyst Sentiment - Analysts at DA Davidson have reiterated a Buy rating and set a price target of $120 for AAON, reflecting confidence in the company's ability to achieve or exceed its 2027 financial framework [1][2].

We came across a bullish thesis on Trane Technologies plc on The Wealth Dynasty Report’s Substack. In this article, we will summarize the bulls’ thesis on TT. Trane Technologies plc's share was trading at $454.76 as of February 6th. TT’s trailing and forward P/E were 34.61 and 30.86 respectively according to Yahoo Finance. Barclays Trims Target on Lennox, But Still Sees Structural Strength taylor-vick-VXf6Nb_UfpQ-unsplash Trane Technologies (TT) is widely misunderstood by the market, which classifies it ...

Core Insights - Modine Manufacturing (MOD) is undergoing a significant transformation, focusing on Climate Solutions driven by increasing data center demand and a strategic portfolio simplification [1][9] Group 1: Portfolio Transformation - Modine's business mix is shifting towards Climate Solutions, with data center cooling identified as a primary growth driver, expecting 50% to 70% annual growth over the next two fiscal years [2] - The Climate Solutions segment is targeting margins of 20% to 23% for the next fiscal year, with expectations of reaching 20% to 21% margins by the fourth quarter of fiscal 2026, indicating an improvement in both mix and scale [3] Group 2: Separation of Performance Technologies - Modine plans to separate its Performance Technologies business through a Reverse Morris Trust transaction with Gentherm, expected to close in the fourth quarter of calendar 2026 [4] - This separation aims to position Modine as a pure-play Climate Solutions company, focusing on data centers, commercial HVAC, and refrigeration, while reducing exposure to cyclical automotive markets [5] Group 3: Strategic Acquisitions - In fiscal 2026, Modine has made acquisitions including AbsolutAire, L.B. White, and Climate by Design International, enhancing its HVAC and critical air capabilities [6] Group 4: Future Reporting Segments - Starting in fiscal 2027, Modine will report three segments: Data Centers, Commercial HVAC, and Performance Technologies (until the deal closes), leading to a cleaner portfolio and stronger margin potential [7] Group 5: Competitive Landscape - Modine competes with larger players like Trane Technologies and Vertiv Holdings within the Climate Solutions sector, with Trane focusing on commercial buildings and sustainability, while Vertiv aligns closely with data center infrastructure [8][10] Group 6: Long-term Outlook - Modine's transformation is expected to enhance its focus on high-growth, high-margin Climate Solutions markets, particularly in data center cooling, potentially leading to a stronger earnings profile over time [11]

Group 1 - Conestoga Capital Advisors reported that US equities had solid returns in 2025, with double-digit gains across all major indices, despite underlying volatility and market leadership challenges [1] - In Q4 2025, Conestoga's SMid Cap Strategy underperformed the Russell 2500 Growth Index, returning -2.71% compared to the Index's 0.33% [1] - The underperformance was driven by negative stock selection in Industrials and Real Estate, along with an underweight position in the volatile biotechnology sector, although positive stock selection in Financials and Basic Materials mitigated some losses [1] Group 2 - CSW Industrials, Inc. is highlighted as a diversified industrial growth company operating in HVAC, plumbing, and engineered building solutions markets, with a market capitalization of $5.185 billion [2] - As of February 19, 2026, CSW Industrials' stock closed at $310.72 per share, with a one-month return of -2.76% and a 52-week gain of 2.83% [2] - The company reported its first organic decline in twelve quarters in its Contractor Solutions segment, attributed to a challenging residential HVAC equipment sales market in 2025, but its stock outperformed due to a J.P. Morgan upgrade and a significant acquisition [3]