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
Channel Strategies
Masco Q2 Earnings: Plumbing Holds Strong as Paint Softens What It Signals for Residential HVAC
Masco’s Q2 2025 earnings report was a study in contrasts. For those of us watching the residential HVAC space, it offered a few clear signals. Headline numbers: Adjusted gross margin improved to 37.7%, up 10 basis points. Revenue was $2.05 billion, down 2% year-over-year. Adjusted for currency and divestitures, it was flat. Adjusted operating margin rose to … [Read more...] about Masco Q2 Earnings: Plumbing Holds Strong as Paint Softens What It Signals for Residential HVAC
Ferguson Q3 Results highlight Dual Trade Contractor Strategy Performance
Ferguson recently released their Q3 Results through April 30, 2025 and although the pace of Ferguson acquisitions has slowed, their growth remains strong. Their focus on the dual trade contractor (Plumbing and HVACR) continues to be a winning company strategy. Source: Ferguson Q3 results released June 3, 2025 Ferguson shared that Sales were up 4.3% in the Quarter with … [Read more...] about Ferguson Q3 Results highlight Dual Trade Contractor Strategy Performance
Opinion: MDM-NAW Shift highlighted Data Analytics as a key discipline for 2025
Modern Distribution Management (MDM) Shift event was held last week (May 13-15th in Englewood, Colorado). The event has continued to evolve over the past 9 years, and it was once again attended by who's who of distribution leaders. Many leading distributors also presented at MDM Shift ranging from large public companies - Ferguson & Motion Industries to family-held … [Read more...] about Opinion: MDM-NAW Shift highlighted Data Analytics as a key discipline for 2025
Seal-Tite Celebrates 125th Anniversary
Seal-Tite is celebrating a milestone that few companies achieve ... it's 125th anniversary. Consider, the company opened its doors in 1900 and has survived the Great Recession, multiple World Wars, survived the test of time and saw Y2K while also seeing the advent of computers and the transition from when business was dominated by phone and mail, through the transition to the … [Read more...] about Seal-Tite Celebrates 125th Anniversary
Johnstone Supply Orion Group – Making Training and Programs a Differentiator
We have been featuring leading HVACR distributors in a Spotlight series over the past few months, and I sat down to do an update on the Johnstone Supply Orion Group (JSOG) story. I've been a fan of what JSOG is doing as an organization with their strategic vision and the focus they have on helping their end customers grow and thrive. JSOG's goal is to continue "Our Journey … [Read more...] about Johnstone Supply Orion Group – Making Training and Programs a Differentiator
Pricing on Your Website
When it comes to launching a commerce-enabled websites, frequently distributors get concerned about product content, pricing, and integrating with their ERP for “real-time” information. These are perceived as “daunting” and can frequently create paralysis in the decision-making process, especially if the distributor does not have an experienced person to lead the technical … [Read more...] about Pricing on Your Website
Distributor Spotlight: Johnstone Supply Orion Group – Part 2
In Part One of our Distributor Spotlight series, we started to share the Johnstone Supply Orion Group (JSOG) Story. The original intent was to edit the article, but the information was so interesting that we decided to share is unedited which meant it needed to be told in two parts. Distributor Spotlight: Johnstone Supply Orion Group - Part 1 - HVACR Trends In Part One - … [Read more...] about Distributor Spotlight: Johnstone Supply Orion Group – Part 2
Distributor Spotlight: Johnstone Supply Orion Group – Part 1
I have been writing a Distributor series for/with Modern Distribution Management this past year where we profile large public distributors (WATSO, Ferguson, WESCO, Fastenal, and MSC Industrial). We write about the available information they release publicly to the market. That has been a fun experience taking a deep dive into the public side, but the independent distribution … [Read more...] about Distributor Spotlight: Johnstone Supply Orion Group – Part 1
Watsco and Ferguson growth highlighted in MDM Podcast and Series
We wrapped up the distributor series I have been writing for Modern Distribution Management on Ferguson and WATSCO with a podcast this week. Podcasts Archive - Modern Distribution Management S12E1: Debriefing Our Ferguson & Watsco Case Studies (Link Above). During this podcast it Mike Hockett and I dove into the three part series I wrote for MDM on each distributor in … [Read more...] about Watsco and Ferguson growth highlighted in MDM Podcast and Series
