Manufacturer Price Increase Outlook 2026: What Building-Product Makers Told Investors

Carrier Global (CARR)

• Announced increase we had said that we would increase price, the list price around 8% … expect to yield kind of in that 6% to 7% range.
  Carrier Global, Q2 2026 earnings call (Jul 28, 2026) · Source: call transcript
• Pricing outlook when all is said and done for Resi this year, we should be in the probably 4% range.
  Carrier Global, Q2 2026 earnings call (Jul 28, 2026) · Source: call transcript
• Price realized What we ended up realizing with all of the perturbations in 2Q is I think in 2Q, we were around 3%.
  Carrier Global, Q2 2026 earnings call (Jul 28, 2026) · Source: call transcript

Price-increase letters: Carrier

Trane Technologies (TT)

• Pricing outlook if we're not able to offset that, then we'll do pricing.
  Trane Technologies, Q2 2026 earnings call (Jul 30, 2026) · Source: call transcript

Price-increase letters: Trane

Lennox International (LII)

• Price realized Pricing actions implemented in response to inflationary and tariff pressures largely offset those impacts
  Lennox International, Q2 2026 earnings release (Jul 29, 2026) · Source: SEC filing

Price-increase letters: Lennox · Allied Air Enterprises

A. O. Smith (AOS)

• Announced increase we're taking pricing actions in our water heating at 4%-7%.
  A. O. Smith, Q2 2026 earnings call (Jul 30, 2026) · Source: call transcript
• Pricing outlook it's too early to talk about future price increases at this point.
  A. O. Smith, Q2 2026 earnings call (Jul 30, 2026) · Source: call transcript

Price-increase letters: A. O. Smith · State Water Heaters

Owens Corning (OC)

• Announced increase We do have a price increase out in market now. It did get pushed to September.
  Owens Corning, Q2 2026 earnings call (Aug 5, 2026) · Source: call transcript
• Price realized we're seeing very good price realization across the April and June increases.
  Owens Corning, Q2 2026 earnings call (Aug 5, 2026) · Source: call transcript

Price-increase letters: Owens Corning · Owens Corning Insulation

Carlisle Companies (CSL)

• Announced increase broad-based price increases across CCM and CWT, … implemented in April and July, with a third increase taking effect in August.
  Carlisle Companies, Q2 2026 earnings release (Jul 29, 2026) · Source: earnings release
• Pricing outlook …and we expect the benefit of our pricing actions to build through the second half of 2026 and into 2027.
  Carlisle Companies, Q2 2026 earnings release (Jul 29, 2026) · Source: earnings release

Price-increase letters: Carlisle · Carlisle SynTec Systems · Versico Roofing Systems · Carlisle & Versico · Hunter Panels · Henry

Eaton (ETN)

• Announced increase We have also pulled in our planned general price increase from Q4 to Q3.
  Eaton, Q2 2026 earnings call (Jul 31, 2026) · Source: call transcript
• Announced increase All of our pricing actions have either been implemented in Q2 or early August.
  Eaton, Q2 2026 earnings call (Jul 31, 2026) · Source: call transcript

Price-increase letters: Eaton

Advanced Drainage Systems (WMS)

• Price realized Several factors impacted the results this quarter, including price increases to cover inflationary cost pressure
  Advanced Drainage Systems, Q1 FY2027 earnings release (Aug 6, 2026) · Source: SEC filing

Price-increase letters: NDS

Amrize (AMRZ)

• Announced increase Additional price increases were implemented in July and are planned in August for select brands.
  Amrize, Q2 2026 earnings release (Aug 6, 2026) · Source: SEC filing
• Price realized Pricing sequentially improved from the first quarter of 2026 as increases were phased in throughout the second quarter.
  Amrize, Q2 2026 earnings release (Aug 6, 2026) · Source: SEC filing

Price-increase letters: Elevate · Malarkey

Atkore (ATKR)

• Price realized …increases in input costs of $48.9 million outpacing increases in average selling prices of $22.4 million.
  Atkore, Fiscal Q3 2026 earnings release (Aug 3, 2026) · Source: earnings release

Price-increase letters: Atkore · Atkore – PVC Conduit · Atkore – Steel Conduit · Unistrut

Eagle Materials (EXP)

• Price realized The average gross Wallboard price was down 5% from the prior year and flat with the sequential quarter
  Eagle Materials, Q1 FY2027 earnings release (Jul 29, 2026) · Source: earnings release

Price-increase letters: American Gypsum

Fortune Brands Innovations (FBIN)

• Pricing outlook On a year-over-year basis, we expect price cost to be unfavorable in the third quarter and favorable in the fourth quarter.
  Fortune Brands Innovations, Q2 2026 earnings call (Aug 4, 2026) · Source: call transcript
• Price realized That is price up low single digits, volume down high single digits.
  Fortune Brands Innovations, Q2 2026 earnings call (Aug 4, 2026) · Source: call transcript

Price-increase letters: Moen

Louisiana-Pacific (LPX)

• Price realized Siding revenue decreased by $19 million, or 4%, due to 11% lower volumes, partially offset by 7% higher prices.
  Louisiana-Pacific, Q2 2026 earnings release (Aug 5, 2026) · Source: earnings release
• Price realized The increase in pricing was attributable to both the annual price increase and favorable mix.
  Louisiana-Pacific, Q2 2026 earnings release (Aug 5, 2026) · Source: earnings release

Price-increase letters: LP Smartside

Masco (MAS)

• Pricing outlook We continue to work hard to limit the amount of price we have to take.
  Masco, Q2 2026 earnings call (Jul 29, 2026) · Source: call transcript
• Price realized pricing for plumbing was up mid-single digits, and pricing for paint was up low-single digits.
  Masco, Q2 2026 earnings call (Jul 29, 2026) · Source: call transcript

Price-increase letters: Delta Faucet

Mueller Industries (MLI)

• Price realized combined with price adjustments related to the rise in material costs, contributed to the increase in net sales.
  Mueller Industries, Q3 2026 earnings release (Oct 20, 2026) · Source: SEC filing

Schneider Electric (SU)

• Pricing outlook Continued pricing momentum expected to offset the value impact of raw material inflation and net tariffs in FY26
  Schneider Electric, Q3 2026 revenues release (Oct 16, 2026) · Source: earnings release
• Price realized actions taken at the start of the year now at full run- rate and supplementary actions ramping up
  Schneider Electric, Q3 2026 revenues release (Oct 16, 2026) · Source: earnings release

Price-increase letters: Square D · Schneider Electric

Trex Company (TREX)

• Pricing outlook we expect a little bit of benefit from pricing, but largely pricing is to offset inflation.
  Trex Company, Q2 2026 earnings call (Aug 4, 2026) · Source: call transcript
• Price realized Growth was driven primarily by volume, with pricing contributing minimally to the increase.
  Trex Company, Q2 2026 earnings release (Aug 4, 2026) · Source: earnings release

Price-increase letters: Trex

Westlake (WLK)

• Price realized Housing and Infrastructure Products second quarter average sales price decreased 3% from the second quarter of 2025
  Westlake, Q2 2026 earnings release (Aug 4, 2026) · Source: earnings release

Price-increase letters: Westlake · Westlake Royal Building Products · Westlake Royal Roofing Solutions · Westlake Pipe & Fittings

Ferguson (distributor) (FERG)

• Price realized Price inflation was in the low single digits.
  Ferguson (distributor), Q2 calendar 2026 earnings release (Aug 10, 2026) · Source: SEC filing

Watsco (distributor) (WSO)

• Price realized …including 2% growth in unit volume and a 2% increase in average selling prices.
  Watsco (distributor), Q2 2026 earnings release (Jul 29, 2026) · Source: SEC filing
• Price realized In contrast, pricing actions for 2026 have normalized, returning to levels more in line with historical trends.
  Watsco (distributor), Q2 2026 earnings release (Jul 29, 2026) · Source: SEC filing

WESCO International (distributor) (WCC)

• Pricing outlook I think our supplier partners are being very measured about it.
  WESCO International (distributor), Q2 2026 earnings call (Jul 30, 2026) · Source: call transcript
• Price realized Volume was up approximately 6% and price contributed approximately 5%.
  WESCO International (distributor), Q2 2026 earnings call (Jul 30, 2026) · Source: call transcript