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
Industry News
DOE Furnace Rule Fight Exposes Gap Between Energy Policy and HVAC Field Reality
TL;DR: This article argues that the fight over the DOE furnace and water heater rule is really a fight over whether energy policy reflects how HVAC systems are installed in the real world. Higher-efficiency equipment has clear value, but mandates become problematic when they ignore retrofit constraints, labor shortages, consumer affordability, and regional infrastructure … [Read more...] about DOE Furnace Rule Fight Exposes Gap Between Energy Policy and HVAC Field Reality
Schneider Electric Delivers Green for HVAC Through UL ECOLOGO
ESG ... sustainability. Many publicly-held companies believe in it and promote it. Some issue lengthy reports about their ESG initiatives. Rather than "just publish," I frequently ask "what is the benefit of this to end-customers? to distributors?" And surprisingly, 99% of the people (probably PR and marcom roles) don't respond. The end-result, I don't publish. Schneider … [Read more...] about Schneider Electric Delivers Green for HVAC Through UL ECOLOGO
Ferguson HVAC Strategy and the Q1 2026 Channel Read
Ferguson Enterprises released Q1 2026 results this week, and the read for the HVACR channel is more interesting than the headline beat suggests. The Ferguson HVAC strategy is performing in a mixed environment. Residential demand is weak. Nonresidential is strong. Data centers continue to drive specialty growth. Pricing is firming up faster than the company's own guidance … [Read more...] about Ferguson HVAC Strategy and the Q1 2026 Channel Read
Lennox Q1 2026 Earnings Signal Shifts Across the HVAC Channel
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
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
