Florida Roofing Expo 2026 Takeaways

Research evidence excerpt

Florida Roofing Expo 2026 Takeaways

Housing

June 17, 2026

Stephen Kim Florida Roofing Expo 2026 Takeaways

(212) 497-0866 We attended the Florida Roofing & Sheet Metal Expo last week.

stephen.kim@evercoreisi.com The feedback from manufacturers and distributors pointed to a

Aatish Shah, CFA slow start to the year, with inventory levels seemingly balanced

212-497-0899 and the latest round of price increases frustrating contractors that

Aatish.Shah@evercoreisi.com

are trying to navigate through the weaker demand backdrop. The

Randa Shaw

tone from both manufacturers and distributors was somewhat (646) 708-8489

randa.shaw@evercoreisi.com resigned to the softer backdrop, though they framed it within the

context of a more "normal" year. While the rationale for industry

price increases is understood, there appears to be some

pushback against the latest increase, given how recently the prior

one took effect. AI's benefit in roofing, and across building

products, ranges from supply chain management to workflow

optimization, and interest is growing across the value chain.

The latest price increase is seeing a mixed reception, but it's still

early. In our conversations, contacts confirmed OC’s assertion that the

April price increase had above-historical realization, but the latest round

of price increases, effective as of June 1st, is being met with some

pushback. Commentary from distributors is that they have accepted the

April price increase, but contractors are frustrated by another price

increase so soon after the April hike. That said, all acknowledged that

it is still too early to assess the success of the June increase with

confidence.

NOAA's forecast of a milder storm season hasn't changed

planning... As we highlighted in our recent Chart of the Week (link), the