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Americas commercial HVAC demand drove growth, but inflation and investment costs squeezed margins.
Americas Commercial HVAC strength drives record backlog and higher FY2026 revenue and EPS guidance, despite operating margin contraction.
Supply chain chief Gary Guo will leave August 1, 2026, under a separation agreement allowing him to retain certain sign-on bonuses.
Coverage: 10-K, 10-Q and 8-K filings filed since Jul 1, 2026.
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Company data: Wikidata Q1663044
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