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HVACR Trends

HVACR Trends

Information to Inspire, Grow and Profit

Chuck Labow

Midyear Course Correction: “Everyone has a plan, until they get punched in the mouth”

October 23, 2025 by Chuck Labow Leave a Comment

midyear planning for hvacr distributors is like two sailboats cutting through choppy blue water under a dramatic, cloud-filled sky, leaving zigzag wakes behind them — symbolizing adaptability and steady navigation through changing conditions.

TL; DR: To paraphrase the inestimable words of “Iron” Mike Tyson, plans rarely survive contact with the market.  Like a sailboat tacking into the wind, the best distributors keep course-correcting until they reach their goal. The best distributors do not throw them out when things change.  They adapt.  Midyear reviews turn assumptions into action by checking what the market … [Read more...] about Midyear Course Correction: “Everyone has a plan, until they get punched in the mouth”

Mingledorff’s Caffeine and Coils Podcast: How an 86-Year-Old Brand Stays Fresh

October 22, 2025 by Chuck Labow Leave a Comment

Jenny Brown and Deanna Lassiter recording an episode of Caffeine & Coils, Mingledorff’s internal and customer-facing podcast.

Jenny Brown and Deanna Lassiter explain how Mingledorff's Caffeine and Coils became both a creative outlet and a living symbol of their transparency, innovation, and people-first culture. By Chuck Labow | HVACRtrends.com When Mingledorff's Caffeine and Coils first launched, it wasn’t just another company podcast—it was a natural continuation of something Mingledorff’s had … [Read more...] about Mingledorff’s Caffeine and Coils Podcast: How an 86-Year-Old Brand Stays Fresh

William Blair HVAC Survey 2025: Demand Cools, Repair Rises

October 21, 2025 by Chuck Labow Leave a Comment

Line chart showing William Blair HVAC Index and organic sales growth for Watsco, Lennox, and AAON, highlighting a 3% industry decline in Q3 2025.

The third quarter of 2025 has been a rough ride for the HVAC industry. According to the William Blair's 2025 HVAC Survey, distributors and manufacturers reported softening demand, persistent sticker shock, and an unusually cool summer—all combining to create what the firm called a “rough out there” environment. The William Blair HVAC Index fell 3% year over year, one of the … [Read more...] about William Blair HVAC Survey 2025: Demand Cools, Repair Rises

What Happens When the Market Moves: Scenario Planning for HVACR Distributors

October 9, 2025 by Chuck Labow Leave a Comment

Photorealistic image showing a man’s torso from chest to hips, gripping a wooden dowel with both hands and bending it to illustrate the concept of strength through flexibility — “bend, don’t break.”

TL;DR: Most leading forecasts point to slower growth or a mild recession in 2026.  Scenario planning gives HVACR distributors a way to prepare for that reality.  The goal is not to predict the downturn’s depth, but to be ready for it.  Good plans bend before they break. Economic Outlook for 2026 Forecasts from the IMF, Deloitte, OECD, and the University of Michigan … [Read more...] about What Happens When the Market Moves: Scenario Planning for HVACR Distributors

Danfoss acquires Palladio Compressors

October 2, 2025 by Chuck Labow Leave a Comment

Danfoss expands compressor portfolio with Palladio screw compressor acquisition

Danfoss’ announced their acquisition of Palladio Compressors today.  This would seem to signal more than portfolio expansion—it plugs a real gap in the HVAC/R market. By bringing non-captive screw technology under its roof, Danfoss adds supply to a segment where options have been limited, while positioning itself to accelerate adoption of natural and low-GWP refrigerants. The … [Read more...] about Danfoss acquires Palladio Compressors

EPA Floats Refrigerant Rule Rollback: Five Years of Breathing Room or Just More Confusion?

October 1, 2025 by Chuck Labow Leave a Comment

EPA refrigerant rule rollback graphic showing proposed changes for HVACR, refrigeration, and semiconductor sectors.

The EPA has proposed a major revision to the Biden-era refrigerant transition rules, offering relief to contractors, distributors, and manufacturers who’ve been bracing for 2025 compliance deadlines. The move could push back enforcement in key sectors, giving the industry as much as five years to adapt — but it also raises new questions. When the 2023 Technology Transitions … [Read more...] about EPA Floats Refrigerant Rule Rollback: Five Years of Breathing Room or Just More Confusion?

Show Me the Value: Why HR Needs Receipts

September 30, 2025 by Chuck Labow Leave a Comment

Conceptual illustration of HR shifting from talk to proof, highlighting measurable business outcomes such as cost savings, revenue growth, and employee retention.

HR often sits in a strange space inside organizations.  Employees are wary because they see HR as working for management, not for them.  Leadership, meanwhile, gets frustrated when HR leaders say they want to be “strategic” but then spend their time bogged down in the tactical weeds. Over the years, I have worked closely with HR leaders in different contexts.  Too often, I … [Read more...] about Show Me the Value: Why HR Needs Receipts

Sizing the Market: TAM, SAM, and SOM for HVACR Distributor Planning 2026

September 24, 2025 by Chuck Labow Leave a Comment

TAM SAM SOM funnel showing Total Addressable Market, Serviceable Available Market, and Serviceable Obtainable Market for HVACR distributors 2026.

Market share math only works if you define the market you are measuring against.  TAM, SAM, and SOM are the three lenses that turn gut feel into something you can plan with.  For HVACR distributors, iffy-definitions create false signals that can derail planning.  This article breaks down how HVACR distributors calculate market share using TAM, SAM, and SOM. Market share … [Read more...] about Sizing the Market: TAM, SAM, and SOM for HVACR Distributor Planning 2026

AI Agents in Distribution: From Hype to Practical Impact

September 11, 2025 by Chuck Labow Leave a Comment

AI Agents in Distribution: From Hype to Practical Impact

Distributors are hearing more about AI every day, but much of the conversation stays broad and abstract. This article looks at something more practical: how AI agents are already being used in distribution to handle routine tasks, free up people, and improve the customer experience.  Recently, I had the chance to speak with Mohamed Ben Aribia, founder of Helixia, and watch … [Read more...] about AI Agents in Distribution: From Hype to Practical Impact

Market Share Math: How Distributors Can Sharpen 2026 Planning

September 11, 2025 by Chuck Labow Leave a Comment

Market share is the most cited, least understood metric for most HVAC distributors.  With economic uncertainty hanging over 2026, sharper distribution planning is essential.  Here is how to ground your growth targets in reality and avoid the blind spots competitors may be leaving wide open.  Why Market Share Matters in 2026  This article kicks off a series we will be … [Read more...] about Market Share Math: How Distributors Can Sharpen 2026 Planning

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