MEP Markets covers publicly traded companies in the mechanical, electrical, plumbing, and building systems sectors — but from the ground up. The analysis here is written by someone who fabricates custom ductwork, reads equipment submittals, and knows what a Watsco branch looks like from the inside.

That matters because earnings reports read differently when you actually use the products. When Carrier reports supply chain pressures, we know which SKUs get tight first. When Watsco's volume numbers come out, we know what that means for what's moving on job sites. When MLI's copper margins shift, we feel it in material costs before the press release.

This isn't a trading site. It's a long-term investor's view of a sector that most Wall Street analysts understand only from the spreadsheet side.

The core watchlist spans OEM equipment manufacturers (Carrier, Trane, Lennox, AAON), controls and building automation (Johnson Controls), heat transfer (Modine), HVAC distribution (Watsco), mechanical contractors (Comfort Systems USA, Limbach Holdings), and materials (Mueller Industries).

Over time we'll expand coverage to adjacent names — fire suppression, electrical distribution, building automation, commercial refrigeration — as the right companies warrant inclusion. The list grows when there's something worth saying, not just for the sake of length.

Questions, tips, or corrections — reach out via the contact page at mepmarkets.com. If you work in the MEP trades and want to contribute a perspective, we'd like to hear from you.