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 … [Read more...] about Watsco’s Q2 Results Signal a Return to Normal: HVAC Market Stabilizes
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 … [Read more...] about Lennox Q2 Results: Commercial Surge & Strategic Exit From Low-Margin Residential Shift Recovery to 2027
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 … [Read more...] about Carrier and Trane Q2 Results: Data Centers Drive Record Backlogs Amid Rising Input Costs
Honeywell Q4 2025 Earnings Summary
Strong Order Growth and Record Backlog Accelerating, Separation Tracking Ahead of Schedule Honeywell Q4 earnings reflect a company in transition, posting strong results while preparing for a major restructuring in 2026. Now headquartered in Charlotte, North Carolina, Honeywell is a multinational conglomerate known for its building technologies, aerospace systems, materials, … [Read more...] about Honeywell Q4 2025 Earnings Summary
EARNINGS Analysis: AAON Q2 2025 Results
An uneven HVACR Market and some supply chain restraints created a flat sales environment for AAON in their Q2 results. AAON – AAON, the Tulsa, Oklahoma headquartered HVAC manufacturer of HVAC equipment for commercial and industrial markets, announced 2Q 2025 earnings on August 11. Net sales during 2Q decreased 0.6% to $311.6 million. The year-over-year decline was … [Read more...] about EARNINGS Analysis: AAON Q2 2025 Results
EARNINGS Analysis: WATSCO Q2 2025 results some headwinds and tailwinds
A slow Q2 for the largest HVAC distributor, Watsco, but record gross profits and climbing GM% helped offset some of the headwinds. Watsco – Watsco, headquartered in Miami, Florida, is the largest distributor in the North American market for HVAC products, with over 375,000 contractors, technicians, and installers visiting or calling one of its 701 locations each year, … [Read more...] about EARNINGS Analysis: WATSCO Q2 2025 results some headwinds and tailwinds
Honeywell Q2 2025 results beat revenue forecasts
Honeywell – Honeywell, the multinational conglomerate known for its building technologies, aerospace systems, materials, and safety and productivity solutions, reported Q2 CY2025 results on July 24. Honeywell topped revenue expectations, with sales up 8.1% year-over-year, achieving $10.35 billion. The company raised full-year revenue guidance to $40.8 billion. Operating … [Read more...] about Honeywell Q2 2025 results beat revenue forecasts
