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HVACR Trends

HVACR Trends

Information to Inspire, Grow and Profit

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Chuck Labow

Lantern’s AI Forecasting: A New Era for Distributors

November 21, 2025 by Chuck Labow Leave a Comment

Lantern AI forecasting platform for distributors

I had the chance to sit in on a demo of Lantern’s AI forecasting platform recently, and it was one of the more compelling tools I have seen in a while.   The team is tackling a problem every distributor knows too well.  Distributors are carrying more inventory than they want, chasing fill rates they cannot afford to miss, and leaning on ERP rules that were written when the … [Read more...] about Lantern’s AI Forecasting: A New Era for Distributors

AI Adoption in Distribution: How Leadership and the Right Partner Drive Lasting Change

November 14, 2025 by Chuck Labow Leave a Comment

AI adoption in distribution showing leader at top of staircase guiding team through transformation stages from foundation technology selection through implementation rollout to team buy-in

The distribution industry is at an inflection point.  Tariffs, labor shortages, and margin pressure are reshaping how companies compete, while AI adoption in distribution is changing how work gets done.  The challenge is no longer whether to adopt AI, but how to implement it in a way that delivers immediate results and builds lasting competitive advantage. In this article, … [Read more...] about AI Adoption in Distribution: How Leadership and the Right Partner Drive Lasting Change

Watsco’s Q3 2025 Results: Better Than Feared, but Not Out of the Woods Yet

November 13, 2025 by Chuck Labow Leave a Comment

HVAC market stabilization

Watsco’s Q3 2025 results offered a sigh of relief for HVAC distributors and manufacturers watching the A2L refrigerant transition unfold.  Earnings per share of $3.98 missed Wall Street consensus by about 6 percent but came in ahead of buy-side expectations.  That mix of mild disappointment and cautious optimism perfectly sums up where the HVAC channel sits today: weathering … [Read more...] about Watsco’s Q3 2025 Results: Better Than Feared, but Not Out of the Woods Yet

How Far Off “Typical” Are Your Processes? And What Is It Costing You?

November 6, 2025 by Chuck Labow Leave a Comment

Infor processes at Velocity Days event

Last week I had the opportunity the Infor Velocity Days event held in Orlando. Overall, I was very impressed with the quality of the information presented and the knowledge that the guest speakers brought to the table.  Two sessions that really resonated with me dealt with the question How far off of typical are your processes, and The Hidden Cost of Customizing Your ERP … [Read more...] about How Far Off “Typical” Are Your Processes? And What Is It Costing You?

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

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