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Baird's 2025 AHR Expo Recap

Baird's Thermal & Climate Technologies team had another strong presence at the HVAC/R industry’s premier trade show – AHR Expo. Baird’s AHR Expo presence has spanned the last 10+ years, and the team continues to enjoy the intriguing dialogue with the industry’s most active and influential executives and investors.

AHR Expo 2025 was highly active for the Baird team, including over 50 executive / investor interactions and 90+ reception attendees. This strong engagement drives our insights around key themes within the industry and informs our expectations for the HVAC/R industry through 2025.

Key Themes Discussed at AHR Expo 2025

  1. Industry participants and investors continue to search for ways to enhance data center exposure
  2. Manufacturers, distributors and contractors are adapting to new safety standards and handling procedures as the HVAC/R industry transitions to GWP refrigerants
  3. While heat pump adoption is still in the early stages, end-users continue to invest in this technology as an alternative to traditional gas furnaces and air conditioner systems
  4. HVAC/R businesses are assessing the impact and potential mitigation plans related to recent tariff announcements
  5. Indoor air quality continues to be a key focus for the industry due to elevated awareness of health and wellness benefits from clean air
  6. Continued integration of smart technologies into HVAC/R systems to enable real-time monitoring and precise control over system operations
  7. Commitment to sustainability, decarbonization and electrification across the HVAC/R industry
  8. Increasing focus on training for the next generation of skilled HVAC/R labor

Contact a member of our team to discuss these takeaways or any Thermal & Climate Technologies related opportunities.

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