Group 1 - The core viewpoint of the articles indicates that the HVAC industry in the U.S. is experiencing significant weakness, particularly in the residential market, as evidenced by a 49% year-over-year decline in shipments of air conditioning and heat pump units reported by AHRI for October [1] - Carrier Global has indicated that its residential HVAC business performance in Q4 will be worse than previously expected, with a projected year-over-year sales decline of 40% [1] - The October data shows that shipments of air conditioning and heat pump units each fell by over 40%, with residential market shipments down 50%, worsening from a 43% decline in August [1] Group 2 - According to HARDI, October sales figures reflect a 1% year-over-year decline, contrasting with flat sales in September, indicating negative growth in actual sales despite stable invoicing days [2] - Weather conditions, with heating degree days up 12% year-over-year, may provide a slight positive influence, although still 5% below the five-year average [2] - UBS forecasts that the HVAC industry will remain weak through the end of the year due to challenging year-over-year comparisons and weak consumer demand, with inventory destocking pressures expected to continue until Q1 2026 [2]