The investor takeaways from the Lennox Q1 2026 earnings report are one story. The channel takeaways are another, and they are the ones that matter for distributors, reps, and contractors trying to read where the market is heading next. The Lennox Q1 2026 earnings report landed this week, beating what has shaped up to be a messy quarter, with EPS coming in roughly 5 percent … [Read more...] about Lennox Q1 2026 Earnings Signal Shifts Across the HVAC Channel
Industry News
HVAC Market Stabilization: Watsco’s Q1 Signals
Watsco's first-quarter 2026 results point to early HVAC market stabilization after two years of post-spike turbulence, even as unit volumes remain soft and macro pressures keep the recovery uneven. The largest HVAC distributor in North America reported flat revenue at $1.53 billion, with a 2% gain in the US offset by an 11% decline internationally. Gross margin held at 27.9%, … [Read more...] about HVAC Market Stabilization: Watsco’s Q1 Signals
Women in HVACR Conference Opens 2026 Speaker Call
The Women in HVACR conference is accepting speaker proposals for its 2026 annual event, and if you have field experience, practical knowledge, or a perspective worth sharing, this is worth a look. The deadline is April 20. Here is the full announcement from WHVACR. Women in HVACR Conference: 2026 Call for Speakers ENGLEWOOD, Colo. — March 30, 2026 — Women in HVACR … [Read more...] about Women in HVACR Conference Opens 2026 Speaker Call
Project Jupiter and the New Playbook for the Trades: From Big Bets to Real Outcomes
The Project Jupiter trades story is moving fast at the national level. The real question is whether skilled trades contractors, electricians, and HVAC technicians are positioned to capture meaningful value from a $165 billion development. Bob Allomong frames the Project Jupiter trades question the channel needs to be asking. In today's trades environment, risk doesn't … [Read more...] about Project Jupiter and the New Playbook for the Trades: From Big Bets to Real Outcomes
HVAC Distributor Sales Pick Up in February
HVAC distributor sales moved in the right direction in February, with HARDI reporting weighted average same-day sales up approximately 5% year-over-year. That is a meaningful swing from January, when the same measure was down 1%. Before anyone calls it a recovery, though, it is worth looking at what is actually driving the number. Price Is Doing Most of the … [Read more...] about HVAC Distributor Sales Pick Up in February
Mingledorff’s Sale: HVAC Distribution Consolidation Risks
Announced earlier this week, the acquisition of Mingledorff’s by The Home Depot via its SRS Distribution platform is another step in HVAC distribution consolidation, and a significant one. This is not just another deal. It signals a structural shift in how the channel may function going forward. The strategic rationale is straightforward: greater scale, expanded “Pro” reach, … [Read more...] about Mingledorff’s Sale: HVAC Distribution Consolidation Risks
When HVAC Distributor Loyalty Hurts Growth
HVAC distributor loyalty runs deep. Many wholesalers proudly carry the same manufacturer lines they brought on decades ago—often through multiple ownership changes, economic cycles, and market shifts. These long-term relationships are built on trust, shared growth, and mutual dependence. In an industry where reliability matters and failures are costly, loyalty feels not just … [Read more...] about When HVAC Distributor Loyalty Hurts Growth
