Advisor: HVAC consolidation in 'later innings'

The advisor explicitly characterizes the current HVAC buy-up environment as being in its later innings, warning valuations can only climb so high before the eventual flip/return takes a loss.

“I think we're in the later innings.”

Signals are extracted from public coverage and print archives and pinned to a verbatim quote, presented as reported by their sources; naming a company in a signal is not an accusation against it. The verified mark denotes a high-confidence, corroborated signal. See our methodology and legal notes.