MIAMI, July 18, 2025 (GLOBE NEWSWIRE) -- Watsco, Inc. (NYSE: WSO) announced today that it will host its second quarter 2025 conference call on Wednesday, July 30, 2025 at 10:00 a.m. (EDT). Prepared remarks regarding the results will be followed by a question-and-answer session with the senior management team. The conference call will be web-cast by CCBN's StreetEvents and can be found under the link on our website at www.watsco.com. The earnings results will be released before the market opens on July 30, 2 ...

Key Takeaways Comfort Systems is gaining from tech-driven demand, modular builds, and a $6.9B project backlog. Carrier expects mid-single-digit sales growth in 2025, with EPS up nearly 20% on pricing and productivity. FIX shares rose 57.1% in 3 months vs. CARR's 25.9%, with faster earnings growth and a premium valuation.Comfort Systems USA (FIX) and Carrier Global (CARR) both operate in the HVAC space, but they occupy distinct niches. Comfort Systems is a leading commercial HVAC contractor focused on desi ...

Company Overview - Aalberts N.V. has agreed to acquire 100% of Geo-Flo Corporation, which generates annual revenue of approximately USD 15 million and employs over 25 people [1] - Geo-Flo specializes in designing and manufacturing pumping systems and components for hydronic-based HVAC systems, including geothermal and water source heat pump applications [1] Strategic Intent - The acquisition aligns with Aalberts' 'thrive 2030' strategy, aimed at strengthening its presence in North America [2] - By integrating Geo-Flo's products and expertise with existing boiler room technology, the company aims to accelerate complementary product development and create new growth opportunities focused on energy and resource efficiency in buildings [2] Operational Integration - The current management of Geo-Flo will collaborate closely with Aalberts' hydronic flow control management in North America to ensure regional alignment [3] - Geo-Flo's established facility will enhance local responsiveness and operational continuity [3] Financial Impact - The results of Geo-Flo will be consolidated effective 17 July 2025, and the acquisition is expected to directly contribute to earnings per share [3] - The acquisition will be financed through existing credit facilities [3] Leadership Perspective - CEO Stéphane Simonetta expressed enthusiasm about the acquisition, highlighting the potential for unlocking future growth opportunities in the American market [4]

MINT HILL, N.C., July 16, 2025 /PRNewswire/ -- ER Services has earned the Carrier Factory Authorized Dealer designation and is now recognized among the best dealers in the U.S. and Canada. Carrier is a part of Carrier Global Corporation (NYSE: CARR), global leader in intelligent climate and energy solutions.Carrier Factory Authorized Dealers must meet national performance and certification standards to achieve the factory endorsement. Additionally, they must demonstrate a longstanding commitment to the Carr ...

Group 1: Watsco - Watsco's stock has increased by 991% over the last 20 years, with a 272% rise in the previous decade and a 154% increase over the last five years, although it has seen a 4% decline in the past year [5] - The current dividend yield for Watsco is 2.7%, but reinvesting dividends over the last 20 years would yield a total return of 2,020% [6] - Watsco is a leading player in the HVAC industry, consistently acquiring small distributors and integrating them to enhance sales and geographic reach [6][7] - The company utilizes technology to support HVAC contractors, improving operational performance and ensuring long-term growth prospects as demand for HVAC servicing remains strong [7][8] Group 2: Occidental Petroleum - Occidental Petroleum's stock has dropped about 29% over the past year, correlating with a 21.5% decline in oil prices [9][11] - Despite the stock decline, Occidental has shown strong performance with an 18.6% year-over-year increase in oil and gas production and generated $1.2 billion in free cash flow [12] - The company has maintained a conservative 20% payout ratio from 2020 to 2024, indicating a secure dividend despite lower energy prices [15] Group 3: Campbell's Company - Campbell's stock is currently at a 16-year low, primarily due to challenges in integrating acquisitions and generating high-margin sales growth [16][19] - The company has made significant acquisitions totaling $9.5 billion, which exceeds its current market cap of $9.3 billion, leading to concerns about overpayment [18] - Despite struggles, Campbell's generates substantial free cash flow that covers its 5.1% dividend yield, and its forward price-to-earnings ratio is significantly lower than its 10-year median [19][20]

Group 1 - Watsco is the largest HVAC maintenance and repair service provider and distributor in the US, with over 375,000 contractors and technicians [1] - The company is benefiting from the industry transition to A2L refrigerants, which is identified as a key catalyst for growth [1]

CHARLOTTE, N.C., July 08, 2025 (GLOBE NEWSWIRE) -- SPX Technologies, Inc. (NYSE:SPXC) announced today that it will release its financial results for the second quarter of fiscal year 2025 after the U.S. financial markets close on Thursday, July 31, 2025. In conjunction with this announcement, SPX Technologies’ President and Chief Executive Officer Gene Lowe and SPX Technologies’ Vice President, Chief Financial Officer and Treasurer Mark Carano will discuss the Company’s financial results and business outloo ...

Strategic acquisition brings Modine desiccant dehumidification technology and additional capacity for critical process air handling systemsRACINE, Wis., July 1, 2025 /PRNewswire/ -- Modine (NYSE: MOD), a global leader in thermal management technology and solutions, announced the acquisition of Climate by Design International (CDI), a Minnesota-based manufacturer specializing in desiccant dehumidification technology and critical process air handlers. This strategic acquisition builds on Modine's capabilities ...

Core Points - Watsco, Inc. has declared a quarterly cash dividend of $3.00 per share, marking the 200th consecutive quarter of dividend payments [1][2] - The company has a history of paying dividends for 51 consecutive years, reflecting its commitment to sharing cash flow while maintaining a conservative balance sheet [2] - Watsco focuses on the replacement market for HVAC/R products, which is growing due to aging systems and the need for energy-efficient models [4] Company Overview - Watsco is the largest distributor of heating, air conditioning, and refrigeration products in the U.S., Canada, Mexico, and Puerto Rico, with exports to Latin America and the Caribbean [3] - The company plays a significant role in addressing climate change by promoting the replacement of older HVAC systems with higher efficiency models [5] Market Opportunity - There are approximately 102 million HVAC systems in the U.S. that are over 10 years old, many of which operate below current efficiency standards, presenting a substantial market opportunity for Watsco [4] - From January 1, 2020, to March 31, 2025, Watsco is estimated to have averted 23.7 million metric tons of CO2e emissions through the sale of higher-efficiency HVAC systems, equivalent to removing 5.5 million gas-powered vehicles from the road annually [6]

All right, let's just start off. Why are industrials the best performing sector in in your mind. What's been the catalyst. What's been the tailwind.And do you see that tailwind continuing in the second half of the year. Well, keep in mind that, you know, for the last two to three years, we've been in an industrial recession really on the back of the COVID uh hangover, if I can put it that way. And so, inventory in the channel has been depleted and really um there's a lot of pent-up demand in the system.So y ...