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Stock impact report

A2L transition, tariffs not yet slowing HVAC sales [Yahoo! Finance]

Watsco, Inc. (WSO) 
Last watsco, inc. earnings: 4/23 07:30 am Check Earnings Report
US:NYSE Investor Relations: watsco.com
Company Research Source: Yahoo! Finance
The market appears to be accepting 10% higher prices on HVAC equipment as manufacturers comply with requirements to transition to the safer A2L refrigerant over the more traditional refrigerants like R-410A, an analysis by investment bank William Blair shows. M eanwhile, manufacturers haven't yet been hit with severe impacts from the uncertain market environment triggered when the Trump administration earlier this month imposed, and then paused, tariffs on almost 100 countries. “We believe … 2%-3% could be added on for tariffs … on top of 8%-10% A2L pricing,” say Ryan Merkel and Michael Francis of William Blair in a first quarter 2025 analysis of select HVAC manufacturers and distributors. A2L refrigerants are considered to be safer and more environmentally friendly than traditional refrigerants and starting this year manufacturers are under a directive in the American Innovation and Manufacturing (AIM) Act to move away from refrigerants that produce a lot of hydrofluorocarbons Show less Read more
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