Management indicated that residential demand remains soft while commercial activity is expected to stay flat in the second half of 2026, with price and mix benefits supporting performance.
Generated by Dafinchi AI. Source-grounded AI analysis, not investment advice.
How did management describe second-half demand trends for residential and commercial end markets?
Management characterized second-half demand as largely “similar” to recent quarters, with residential still soft and commercial roughly flat, while expecting price and mix benefits to partially offset any volume softness. 1
Bottom line: For the second half, management described residential demand/volume as continuing to be soft and commercial demand as roughly flat, expecting price and mix to help performance despite the demand backdrop, and projecting overall second-half conditions similar to last year’s second half. 1
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