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Power & cooling · NASDAQ · 한국어 페이지
HVAC and data center cooling (BasX), mostly made in the US, so trade data only catches some exports.
Current-quarter revenue estimate
Quarter ending Sep 2026 · reports Nov 5, 2026
Our estimate
$1.07B
$920M–$1.21B
vs a year ago
+177%
vs consensus
+77%
Estimate · within ±5% in 4 of 8 backtested quarters, average error 5.5%. Model: Trade data (US Census Bureau).
Key supply-chain flow
Oklahoma → Canada HVAC exports · to Aug 2026
+40%last 3 months vs a year earlier
Mapped data flows
How each flow moves with quarterly revenue (year-over-year correlation, flow leading by 0–2 quarters).
| Flow | Stage | Revenue link | Correlation | Data to |
|---|---|---|---|---|
Texas imports of Mexican refrigeration · heat pump parts US Census Bureau | Inputs | A Direct link | 0.88 · leads 2Q | Aug 2026 |
Oklahoma imports of industrial heat exchangers US Census Bureau | Inputs | B Linked | 0.51 | Aug 2026 |
Texas chiller exports US Census Bureau | Production shipments | C Industry context | 0.49 · leads 1Q | Aug 2026 |
Oklahoma → Canada HVAC exports US Census Bureau | Production shipments | C Industry context | 0.46 | Aug 2026 |
US data center construction spending (annualized) US Census Bureau (construction spending) | End demand | D Weak link | -0.72 | Aug 2026 |
A ≥0.7 direct link · B ≥0.5 linked · C ≥0.3 industry context · D weak. Fewer than 8 comparable quarters caps the grade at C.