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HVACR Trends

HVACR Trends

Information to Inspire, Grow and Profit

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Industry News

APR Supply’s Baltimore Expansion Strengthens the Region’s HVACR Supply Chain

December 9, 2025 by Chuck Labow Leave a Comment

APR Supply announces planned acquisition of McArdle & Walsh to expand HVACR distribution into the Greater Baltimore market.

The APR Baltimore expansion marks an important shift in how contractors across the Greater Baltimore region may access inventory, product breadth, and day-to-day support.  With APR Supply entering due diligence to acquire McArdle & Walsh, the market is watching what a fourth-generation distributor with strong operational discipline can bring to a region defined by … [Read more...] about APR Supply’s Baltimore Expansion Strengthens the Region’s HVACR Supply Chain

Carrier and Women in HVACR Award $55,000 in Scholarships to Advance Women in the Trades

December 2, 2025 by Chuck Labow Leave a Comment

The HVACR industry is stronger when more people have a real chance to contribute, lead and build meaningful careers. That is why the Women in HVACR scholarships program, in partnership with Carrier, stands out. Their joint effort is not simply another feel-good moment. It is a concrete investment in the next generation of technicians, engineers and business leaders who will … [Read more...] about Carrier and Women in HVACR Award $55,000 in Scholarships to Advance Women in the Trades

Home Depot and Lowe’s Q3 2025 Results: What Their Numbers Tell Us About the Year Ahead

November 24, 2025 by Chuck Labow Leave a Comment

Infographic comparing Home Depot and Lowe’s Q3 2025 results, showing revenue, comparable sales, big-ticket performance, and online sales growth.

Home Depot and Lowe’s Q3 2025 results are in, giving us a clearer sense of how the home-improvement market is holding up as we head into 2026. Sales were steady, digital use continued to climb, and both companies leaned heavily on their Pro strategies, even as consumers remained cautious about big-ticket projects. There is plenty of nuance behind the topline numbers, and Kevin … [Read more...] about Home Depot and Lowe’s Q3 2025 Results: What Their Numbers Tell Us About the Year Ahead

Lantern’s AI Forecasting: A New Era for Distributors

November 21, 2025 by Chuck Labow Leave a Comment

Lantern AI forecasting platform for distributors

I had the chance to sit in on a demo of Lantern’s AI forecasting platform recently, and it was one of the more compelling tools I have seen in a while.   The team is tackling a problem every distributor knows too well.  Distributors are carrying more inventory than they want, chasing fill rates they cannot afford to miss, and leaning on ERP rules that were written when the … [Read more...] about Lantern’s AI Forecasting: A New Era for Distributors

AI Adoption in Distribution: How Leadership and the Right Partner Drive Lasting Change

November 14, 2025 by Chuck Labow Leave a Comment

AI adoption in distribution showing leader at top of staircase guiding team through transformation stages from foundation technology selection through implementation rollout to team buy-in

The distribution industry is at an inflection point.  Tariffs, labor shortages, and margin pressure are reshaping how companies compete, while AI adoption in distribution is changing how work gets done.  The challenge is no longer whether to adopt AI, but how to implement it in a way that delivers immediate results and builds lasting competitive advantage. In this article, … [Read more...] about AI Adoption in Distribution: How Leadership and the Right Partner Drive Lasting Change

Watsco’s Q3 2025 Results: Better Than Feared, but Not Out of the Woods Yet

November 13, 2025 by Chuck Labow Leave a Comment

HVAC market stabilization

Watsco’s Q3 2025 results offered a sigh of relief for HVAC distributors and manufacturers watching the A2L refrigerant transition unfold.  Earnings per share of $3.98 missed Wall Street consensus by about 6 percent but came in ahead of buy-side expectations.  That mix of mild disappointment and cautious optimism perfectly sums up where the HVAC channel sits today: weathering … [Read more...] about Watsco’s Q3 2025 Results: Better Than Feared, but Not Out of the Woods Yet

Midyear Course Correction: “Everyone has a plan, until they get punched in the mouth”

October 23, 2025 by Chuck Labow Leave a Comment

midyear planning for hvacr distributors is like two sailboats cutting through choppy blue water under a dramatic, cloud-filled sky, leaving zigzag wakes behind them — symbolizing adaptability and steady navigation through changing conditions.

TL; DR: To paraphrase the inestimable words of “Iron” Mike Tyson, plans rarely survive contact with the market.  Like a sailboat tacking into the wind, the best distributors keep course-correcting until they reach their goal. The best distributors do not throw them out when things change.  They adapt.  Midyear reviews turn assumptions into action by checking what the market … [Read more...] about Midyear Course Correction: “Everyone has a plan, until they get punched in the mouth”

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