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
Industry News
From Tools to Toolbags: Malco’s Next Move
When The Malco Group picked up Veto Pro Pac earlier this month, it wasn’t just an expansion move. It was a signal. Malco is already known for HVAC-specific tools, chemicals, and accessories. Adding Veto brings a premium tool storage line into the fold and pushes the company further into full-spectrum jobsite relevance. This deal doesn’t just add SKUs. It deepens Malco’s … [Read more...] about From Tools to Toolbags: Malco’s Next Move
HARDI Emerging Leaders Conference 2025 – Feedback from Channel Leaders
The HARDI Association has built a strong program for emerging leaders, and at the HARDI Emerging Leaders Conference July 22 -24th over 100 HVACR Emerging Leaders had a packed agenda with great speakers and presentations over the full program. I was intrigued by the event, as I saw it had great speakers and presenters including Dr. Bharani Nagarathnam. Dr. Bharani is the … [Read more...] about HARDI Emerging Leaders Conference 2025 – Feedback from Channel Leaders
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
Lennox Q2 2025 Results Deep Dive – HVACR Trends
We’re taking a deep dive on the latest earnings results from HVAC manufacturer Lennox in this column. There was little discussion on tariffs, with Lennox baking tariffs into their 2H 2025 guidance and stating that the tariff impact is expected to be half of what it looked like in 1Q, which was $50 million. A substantial portion of the surcharges from April tariffs were … [Read more...] about Lennox Q2 2025 Results Deep Dive – HVACR Trends
Digital Order Profitability Metrics in HVACR
Digital commerce, whether through your website, via eProcurement, direct connections (EDI or tools such as Remarcable, Kojo, and others), via apps, email to ERP, or other vehicles is increasing. Our recent State of eCommerce research, which gathered input from 350 Contractor buyers, highlighted that 62% are buying some material electronically and, based upon their feedback, … [Read more...] about Digital Order Profitability Metrics in HVACR
Embraco enters the HVAC compressor market
Embraco built its name in refrigeration—especially with fractional horsepower compressors used in light commercial and residential cold chain applications. Now, with the acquisition of Xecom, the brand is moving into HVAC. The new scroll line covers rooftop units, heat pumps, and central systems for both commercial and residential use. More importantly, Nidec appears to be … [Read more...] about Embraco enters the HVAC compressor market
Danfoss Announces new Universal TR6 Thermostatic Expansion Valve Kit
In last month’s article, we looked at the timelines around the shift to R-454B and other A2L refrigerants. As that transition picks up, manufacturers are starting to release components that work across both legacy and next-generation systems. Danfoss’s new Universal TR6 thermostatic expansion valve is one of them—compatible with R-410A, R-454B, and R-32. It’s designed to … [Read more...] about Danfoss Announces new Universal TR6 Thermostatic Expansion Valve Kit
Pentagon Pricing Series – Part 1 – Sell Side Pricing
For the past number of months, David Gordon and I have been talking non-stop about pricing and have been busy helping many distributors and manufacturers with their "buy side" and "sell side" programs. As a former pricing leader for two of the largest distributors in North America, I have been remiss in writing as much as we should about buy-side and sell-side pricing. So, … [Read more...] about Pentagon Pricing Series – Part 1 – Sell Side Pricing
AI at the Crossroads: What Happens Next Depends on Who’s Driving
The conversation around AI is picking up steam, and not just in tech circles. Whether you're in HVACR, construction, distribution, or finance, the ripple effects of AI are starting to hit every corner of the economy. But I think we're asking the wrong first question. It's not just, "What will AI do?" It's, "What kind of society do we want to build with it?" In the HVACR … [Read more...] about AI at the Crossroads: What Happens Next Depends on Who’s Driving
WATSCO 2025 Investor Day highlights key growth programs
In the world of distribution (especially in the HVACR Channel) most private companies do not report results, and many public companies do not release the detailed strategic initiatives that have more depth than what is provided in the 10K. WATSCO once a year does release more details that time to strategic initiatives and I eagerly await the annual WATSCO investor conference … [Read more...] about WATSCO 2025 Investor Day highlights key growth programs
How to Drive HVACR Orders: Strategies to Activate Untapped Revenue from Silent Contacts
One of the fun parts of writing about the HVACR channel and working with distribution leaders at Channel Marketing Group (CMG) is the opportunity to present the research we do in the channel to our readers. David Gordon and I are presenting research we did in partnership with Prokeep that dives deep into revenue growth strategies and proactive selling to customer … [Read more...] about How to Drive HVACR Orders: Strategies to Activate Untapped Revenue from Silent Contacts
New Research: What HVAC Buyers Expect from Distributors in 2025
New research reveals how buying behavior is changing—and what it means for your ecommerce strategy We recently partnered with BigCommerce to better understand how contractors and institutional buyers are sourcing HVAC, electrical, and industrial supplies—and what they now expect from distributors in 2025 and beyond. The full report is now live: … [Read more...] about New Research: What HVAC Buyers Expect from Distributors in 2025
Gas Furnace Shipments & The One Big Beautiful Bill: What Happens if it Passes?
Unless you’ve been trapped under something heavy for the past three months, you’ve probably heard of President Trump’s “One Big Beautiful Bill” (OBBB) budget proposal. Regardless of your political leanings, passage (or not) of the OBBB will affect the trajectory of gas furnace shipments in 2025 and beyond. April and year-to-date (YTD) 2025 data from AHRI confirm robust … [Read more...] about Gas Furnace Shipments & The One Big Beautiful Bill: What Happens if it Passes?
Embraco Builds Compressor Plant in India: Why it Matters
As global demand continues to grow for high-efficiency, variable-speed, and natural refrigerant-ready compressors, manufacturers are rethinking their supply chains. One of the most recognized names in refrigeration technology: Embraco (part of Nidec Global Appliance) is taking a major step with the construction of a new $120 million compressor factory in India. While this … [Read more...] about Embraco Builds Compressor Plant in India: Why it Matters
