How Customer Stratification Can Help an HVAC/R Distributor
HVAC/R distributors sit in the middle of a demanding value chain: manufacturers rely on them to place products close to the market, while contractors rely on them for availability, technical support, delivery, credit, and problem solving. That middle position creates opportunity, but it also exposes distributors to margin pressure, inventory risk, and rising service expectations. Customer Stratification Drives Resource…
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Optimizing Sales Call with a Sales Whisper
One Customer Signal Can Change a Sales Call. Thousands Can Change the Business. HVAC manufacturers and distributors operate in a market where timing matters. Seasonal…
The Next HVAC Battleground: Owning the Contractor Lifecycle
It’s already happening in Europe. Manufacturers owning contractors as part of their data center strategy. Recently I was “trolling” LinkedIn and ran across an article…
Ricardo Bristotti to Lead Nidec’s Global Appliance Platform
Nidec Global Appliance (GA), a business platform of Nidec and owner of the Embraco HVAC&R solutions brand, announced Ricardo Bristotti as its new president. Bristotti…
Home Depot’s HVAC/R Strategy Is Getting Bigger
A few months ago, I wrote about Home Depot’s acquisition of Mingledorff’s and what it could mean for the future of HVAC/R distribution. Now we…
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Ricardo Bristotti to Lead Nidec’s Global Appliance Platform
Nidec Global Appliance (GA), a business platform of Nidec and owner of the Embraco HVAC&R solutions brand, announced Ricardo Bristotti as its new president. Bristotti takes on the leadership to drive the next phase of growth and strengthen GA’s global portfolio. For the last 15 years, Ricardo has built a career spanning both the appliance and industrial segments, starting in…
Home Depot’s HVAC/R Strategy Is Getting Bigger
A few months ago, I wrote about Home Depot’s acquisition of Mingledorff’s and what it could mean for the future of HVAC/R distribution. Now we have another piece of the puzzle. This week, SRS Distribution announced its agreement to acquire Lohmiller & Co., a Denver-based HVAC/R distributor with four Colorado locations and approximately 220 employees. SRS, of course, is the specialty…
Women in HVACR Announces Breakout Speakers for Annual Conference
Women in HVACR (WHVACR), a nonprofit organization dedicated to empowering women in the heating, ventilation, air conditioning and refrigeration trades, announces Carrie Fraser, Bryce Batts and Michelle Myers as three of its breakout speakers for the 2026 annual conference, Built for Speed. The three sessions will provide attendees with practical guidance on leading through uncertainty, creating workplaces where women can…
AI Is Confident. That Doesn’t Mean It’s Right.
Artificial intelligence has become one of the most transformative technologies of our time. It can write reports, summarize meetings, analyze spreadsheets, generate code, answer questions, and even help us brainstorm creative ideas. Used well, AI can save hours of work and dramatically improve productivity. But as AI becomes more capable, it also introduces a subtle and potentially dangerous problem: it…
Watsco’s Q2 Results Signal a Return to Normal: HVAC Market Stabilizes
Watsco, the Florida headquartered distributor in the North American HVAC market, serving over 125,000 contractors and installers through over 692 locations in the US, announced 2Q 2026 earnings on July 29. Watsco reported second-quarter 2026 results that reflected a stabilizing but margin-compressed environment, with revenue up 2% to $2.1 billion. Gross profit declined 4% to $579 million as gross margin…
Lennox Q2 Results: Commercial Surge & Strategic Exit From Low-Margin Residential Shift Recovery to 2027
Lennox, a leading provider of climate control products specializing in HVAC solutions for residential and commercial market, announced 2Q 2026 earnings on July 29. Lennox’s results highlighted a stark divergence between its resilient commercial business and a persistently weak residential market, with revenue up 3% to $1.5 billion, missing expectations, and segment margin contracted 30 basis points to 23.0%, as…
Carrier and Trane Q2 Results: Data Centers Drive Record Backlogs Amid Rising Input Costs
Two of the leading HVAC manufacturers announced earnings within days of each other that were similar in both results and outlook with strong commercial propelled by data centers but facing cost pressures. Let’s take a look in more detail…. Carrier Global Carrier Global, the Florida headquartered multinational HVACR, fire and security equipment manufacturer, announced earnings for the 2Q 2026 on…
How Agentic AI Could Change How HVACR Contractors Buy Material
Amidst the conversation about AI and data centers, both of which distributors can benefit from, there is another conversation that, as typical, starts on the consumer side and then migrates to B2B. This is how AI is / may change business models Inevitably it does not occur as quickly as the Big 4 consulting pundits project, but it does seep…
