---
title: "HVAC stocks sink as earnings, margin pressure, data-center qualms trigger selloff"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/294239072.md"
description: "HVAC stocks plummeted due to earnings misses, shrinking margins, and data-center sentiment shifts. Lennox International led declines with a 19% drop after cutting its outlook, while Watsco and Masco also fell significantly on weak results. The selloff was amplified by broader tech weakness, as HVAC firms are viewed as proxies for AI infrastructure spending. Although demand is recovering post-refrigerant transition, fading pricing power and tariff uncertainties have pressured near-term profitability."
datetime: "2026-07-29T17:28:21.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/294239072.md)
  - [en](https://longbridge.com/en/news/294239072.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/294239072.md)
---

# HVAC stocks sink as earnings, margin pressure, data-center qualms trigger selloff

Heating, ventilation and air conditioning stocks tumbled on Wednesday as a string of quarterly earnings reports highlighted slowing profit growth, shrinking margins and cautious near-term expectations, prompting investors to reassess a sector that had been expected to rebound after last year's refrigerant transition. Lennox International (LII) led ...

### Related Stocks

- [MAS.US](https://longbridge.com/en/quote/MAS.US.md)
- [LII.US](https://longbridge.com/en/quote/LII.US.md)
- [WSO.US](https://longbridge.com/en/quote/WSO.US.md)

## Related News & Research

- [Lennox International (NYSE:LII) Issues Earnings Results, Beats Estimates By $0.05 EPS](https://longbridge.com/en/news/294238986.md)
- [Masco Q2 profit beats; raises 2026 adjusted EPS forecast](https://longbridge.com/en/news/294197432.md)
- [Lennox Int'l Trims FY26 Adj. EPS Outlook; Stock Down 7.2% - Update](https://longbridge.com/en/news/294196786.md)
- [Why Lennox stock crashed today](https://longbridge.com/en/news/294238066.md)
- [Masco Earnings: What To Look For From MAS](https://longbridge.com/en/news/294004449.md)