The excuses are gone. The demand is still weak.
I'm not in the field, so I rely on news, reports, and my clients. Here's what I've got so far: In 2025, we had plenty of reasons for bad numbers. - We had the refrigerant transition. - We had a canister shortage that stopped installations. - We had a short cooling season. Trane’s leadership confirmed that two of those three problems won't happen again in 2026. And yet? They still predict a flat market. That is the worrying part. Even without the supply chain BS, the organic demand just isn't there yet to support a full recovery. We're exiting 2025 well below the typical replacement pace. Plan this quarter and maybe longer with a budget for stability. Look for opportunities that are low risk / low investment. What has your experience been like and how are you planning right now?