AAON+14.46%10.0%
BEAN.SW-6.56%10.0%
FERG+14.51%10.0%
FIX+151.58%10.0%
JCI+46.79%10.0%
LII-24.89%10.0%
MOD+42.48%10.0%
TT+13.24%10.0%
VRT+98.88%10.0%
WSO-20.32%10.0%
As of Aug 6, 2026, 4:25 AM ET
Fiscal Spend '25: HVAC Constituents
AAON, Inc.AAON | 10.0% | -2.51% | -9.27% | -14.81% | 4.59% | 22.16% | -7.95% | 12.87% | 14.46% | $7.63B |
BELIMO Holding AGBEAN.SW | 10.0% | -0.23% | 3.61% | -2.32% | 2.69% | 8.44% | 6.38% | 70.74% | -6.56% | $13.19B |
Comfort Systems USA, Inc.FIX | 10.0% | -2.19% | 0.20% | -3.12% | 0.42% | 86.12% | 21.52% | 407.97% | 151.58% | $61.13B |
Ferguson plcFERG | 10.0% | -0.10% | 10.66% | 11.50% | 8.93% | 15.11% | -2.11% | 54.88% | 14.51% | $49.50B |
Johnson Controls International plcJCI | 10.0% | 0.02% | 7.17% | 7.66% | 4.77% | 28.31% | 6.48% | 85.43% | 46.79% | $93.07B |
Lennox International Inc.LII | 10.0% | 0.03% | -17.42% | -21.33% | 7.45% | -7.97% | -21.59% | -22.22% | -24.89% | $15.55B |
Modine Manufacturing CompanyMOD | 10.0% | -3.52% | -19.51% | -17.25% | -3.21% | 45.76% | -14.36% | 128.09% | 42.48% | $10.34B |
Trane Technologies plcTT | 10.0% | 2.40% | 0.54% | -0.75% | 6.29% | 24.25% | 4.60% | 38.98% | 13.24% | $106.40B |
Vertiv Holdings CoVRT | 10.0% | 2.97% | -4.28% | -12.73% | 15.06% | 71.56% | 9.04% | 260.45% | 98.88% | $107.00B |
Watsco, Inc.WSO | 10.0% | -0.58% | -7.98% | -16.52% | 7.70% | -1.14% | -20.18% | -36.02% | -20.32% | $13.72B |
| Theme return | — | -0.37% | -3.63% | -4.67% | 6.66% | 33.12% | 1.46% | 82.60% | 32.04% | — |
| Average | 10.0% | -0.37% | -3.63% | -6.97% | 5.47% | 29.26% | -1.82% | 100.12% | 33.02% | $47.75B |
| Median | 10.0% | -0.16% | -2.04% | -7.93% | 5.53% | 23.21% | 1.24% | 62.81% | 14.49% | $32.53B |
| Std Dev | 0.0% | 1.93% | 9.48% | 10.62% | 4.73% | 28.84% | 13.28% | 130.09% | 52.46% | $39.48B |
| Min | 10.0% | -3.52% | -19.51% | -21.33% | -3.21% | -7.97% | -21.59% | -36.02% | -24.89% | $7.63B |
| Max | 10.0% | 2.97% | 10.66% | 11.50% | 15.06% | 86.12% | 21.52% | 407.97% | 151.58% | $107.00B |
| % Positive Tickers | 40.00% | 50.00% | 20.00% | 90.00% | 80.00% | 50.00% | 80.00% | 70.00% |
Default: Wgt ↓ · Click headers to sort · Shift+click secondary
About this theme
Fiscal Spend '25: HVAC tracks 10 publicly listed stocks in this theme: AAON, BEAN.SW, FERG, FIX, JCI, LII, MOD, TT, VRT, WSO. See the constituent table for details.