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7 conversations on AI, private equity, the economy, and more: Pantheon 2026
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7 conversations on AI, private equity, the economy, and more: Pantheon 2026

A roundup of on-the-ground chats with six home service operators and ServiceTitan's tech chief

Owens Corning roofing revenue falls 16% on weak storm demand

Owens Corning roofing revenue falls 16% on weak storm demand

Today’s environment is “one of the most challenging residential markets we have seen in years,” CEO Brian Chambers said Wednesday

Carrier, Lennox residential sales diverge in Q3

Carrier, Lennox residential sales diverge in Q3

Carrier sells residential equipment largely through independent distributors, while 75 percent of Lennox’s residential business is direct-to-contractor

Economy

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Owens Corning roofing revenue falls 16% on weak storm demand

Owens Corning roofing revenue falls 16% on weak storm demand

Today’s environment is “one of the most challenging residential markets we have seen in years,” CEO Brian Chambers said Wednesday

Consumer credit card demand climbs as banks get choosier: Fed survey

Consumer credit card demand climbs as banks get choosier: Fed survey

In Q3, banks reported “tightening the extent to which loans are granted to borrowers not meeting credit scoring thresholds for credit card loans”

A.O. Smith posts water heater sales dip, plans December price hike

A.O. Smith posts water heater sales dip, plans December price hike

The company expects the U.S. residential water heater industry to be down low single digits this year

Roofers see steady backlogs, some gains in Q3: Survey

Roofers see steady backlogs, some gains in Q3: Survey

A look at the latest Quarterly Market Index Survey for Reroofing

National Weather Service issues final November temperature outlook

National Weather Service issues final November temperature outlook

The outlook largely mirrors a preliminary outlook, with the northern half of the mainland U.S. set to experience above-normal temperatures during the month

Carrier, Lennox residential sales diverge in Q3

Carrier, Lennox residential sales diverge in Q3

Carrier sells residential equipment largely through independent distributors, while 75 percent of Lennox’s residential business is direct-to-contractor

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Bradford White employees approve deal, ending seven-week strike

Bradford White employees approve deal, ending seven-week strike

Union members called for higher wages, more paid time off, and better insurance options, among other demands

Delaware Supreme Court upholds ruling keeping $2.35 billion Verisk-AccuLynx deal alive

Delaware Supreme Court upholds ruling keeping $2.35 billion Verisk-AccuLynx deal alive

An August 2026 ruling mandates Verisk to use “commercially reasonable efforts” to obtain regulatory approval

Bradford White issues final offer after striking employees reject deal

Bradford White issues final offer after striking employees reject deal

Striking members of Michigan’s UAW Local 1002 have rejected a tentative agreement with Bradford White three times

Washington State, industry groups clash over proposed allowance of A3 refrigerants

Washington State, industry groups clash over proposed allowance of A3 refrigerants

The State Building Code Council (SBCC) is considering a code change that could pave the way for European-style HVAC equipment to be installed in homes and businesses

HVAC manufacturers ask judge to toss price-fixing lawsuit

HVAC manufacturers ask judge to toss price-fixing lawsuit

Plaintiffs are trying to “contrive a conspiracy from nothing more than ordinary business dealings,” the defendants argue

Q&A: What roofing contractors should know about insurer fraud

Q&A: What roofing contractors should know about insurer fraud

In conversation with Brad Quinn, executive director at the American Policyholders Association

M&A

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Home services M&A volume slows this year: Report

Home services M&A volume slows this year: Report

Capstone Partners counts 223 transactions announced or completed this year through July 27 across several residential service industries, down from 257 during the same period in 2025

Stronghouse Solutions’ private equity sponsor to hand control to creditors
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Stronghouse Solutions’ private equity sponsor to hand control to creditors

The roofing platform is also searching for a new CEO

USA Hometown Experts nears majority sale to GHK Capital Partners
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USA Hometown Experts nears majority sale to GHK Capital Partners

Formed in 2022 with backing from MSouth Equity Partners, the company has a footprint across seven southern states

Roto-Rooter buys its largest franchise for $60 million

Roto-Rooter buys its largest franchise for $60 million

The deal marks the company’s sixth franchise acquisition of this year

Watsco buys $500 million Northeast distributor with 82 locations

Watsco buys $500 million Northeast distributor with 82 locations

The deal marks the latest step in its buy-and-build strategy

Flint Group launches sale process
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Flint Group launches sale process

The residential HVAC, plumbing, and electrical platform has tapped William Blair to run the process

Management

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7 conversations on AI, private equity, the economy, and more: Pantheon 2026
Exclusive

7 conversations on AI, private equity, the economy, and more: Pantheon 2026

A roundup of on-the-ground chats with six home service operators and ServiceTitan's tech chief

Authority Brands to cut 125 positions in restructuring
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Authority Brands to cut 125 positions in restructuring

The positions will be “phased out” over the next three to 12 months, while more than 100 newly created positions have been posted

Q&A: Charlie Goede, the 20-year-old plumbing apprentice who medaled at WorldSkills

Q&A: Charlie Goede, the 20-year-old plumbing apprentice who medaled at WorldSkills

WorldSkills contestant Charlie Goede on competing in China, young people and the future of the trades, and more

‘Keep HVAC Local’ hats now support youth trades camps

‘Keep HVAC Local’ hats now support youth trades camps

A burgeoning coalition aims to support independent contractors across the country

Technology

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ARMA pushes back on IBHS shingle report, FORTIFIED age cap

ARMA pushes back on IBHS shingle report, FORTIFIED age cap

The association calls recent IBHS research “fundamentally compromised” and advocates for consumers to challenge new rules

Delaware Supreme Court upholds ruling keeping $2.35 billion Verisk-AccuLynx deal alive

Delaware Supreme Court upholds ruling keeping $2.35 billion Verisk-AccuLynx deal alive

An August 2026 ruling mandates Verisk to use “commercially reasonable efforts” to obtain regulatory approval

The hottest drink in roofing comes with a Tajín rim

The hottest drink in roofing comes with a Tajín rim

The blue-collar cocktail is coming to a rooftop near you

How roofing contractors are putting AI to work

How roofing contractors are putting AI to work

Notes and ideas from operators at ServiceTitan’s Pantheon conference

Tech firms’ hunt for data reaches HVAC, plumbing contractors

Tech firms’ hunt for data reaches HVAC, plumbing contractors

California-based micro1 pays Michigan HVAC company Vitality Mechanical a reported $1,000 per “labeling task”