Volcanoes erupt. They grab attention, change landscapes overnight, and leave everyone scrambling to adapt. Glaciers, by contrast, move almost imperceptibly. Yet over time they carve valleys, redirect rivers, and permanently reshape the terrain. Bosch has chosen to act like a glacier in the U.S. HVAC market. Their recent $8 billion acquisition of Johnson Controls–Hitachi’s … [Read more...] about Volcanoes make noise. Glaciers shape markets: Bosch in HVAC
Industry Outlook
Copper Tariffs: Minor Home-Buyer Bump, Major OEM Headache
How a 50% duty on semifinished copper drifts past consumers and lands squarely on coil makers, lineset extruders, and the distributors who serve them. The drama that wasn’t, at least for homeowners When the White House dropped its Section 232 tariff proclamation on July 31, slapping a 50% duty on copper pipe, tube, wire, rod, and sheet effective August 1, it sounded dire … [Read more...] about Copper Tariffs: Minor Home-Buyer Bump, Major OEM Headache
Pentagon Pricing Series – A Pricing Reset is the Most High-Risk and High-Reward Activity in B2B Distribution
As a former pricing leader for three billion-dollar distributors in North America, I can share from experience that a major pricing reset is simultaneously a dangerous activity, yet when done right, the best driver of top-line sales growth in this industry. Earlier this year, I wrote a Case Study for Modern Distribution Management (MDM) on the pricing reset MSC … [Read more...] about Pentagon Pricing Series – A Pricing Reset is the Most High-Risk and High-Reward Activity in B2B Distribution
Wholesale HVAC Equipment Costs Just Jumped
Prices are moving again. Quietly, but steadily. The Producer Price Index for HVAC equipment has ticked up for eleven months in a row. It’s not necessarily making headlines, but it’s worth your attention. Undoubtedly, you’ve already raised prices due to tariffs or manufacturer increases, but are you sure you’re keeping pace? Every month, something is going up. Are you … [Read more...] about Wholesale HVAC Equipment Costs Just Jumped
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
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?
What to Know About the R-454B Shortage
Guess what? Brian was right. It's June and the R-454B shortage is here. Recently, I tuned in to HARDI’s webinar titled “Mixing Refrigerants: Addressing Misinformation and Best Practices,” hosted by Talbot Gee, CEO of HARDI, and featuring Mike Breen of Rheem/Ruud, who also serves on NATE’s Technical Committee. It was a timely, no-nonsense discussion about the challenges … [Read more...] about What to Know About the R-454B Shortage
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
Solving the HVAC Labor Crunch
Fieldedge's Jessie Barrack shares candid insights on the HVAC labor crisis, the role of technology, and the need for coordinated action across the HVACR distribution channel. How FieldEdge Helps Contractors Do More with Less When we spoke with Jessie Barrack, it is clear that he is carrying the weight of decades in the HVAC space, having worn every hat from call center rep to … [Read more...] about Solving the HVAC Labor Crunch
Why is B2B Distribution like making Orange Juice?
This week I have been preparing for two excellent conferences that I am speaking at in the next 2-3 weeks (Enable Catalyze and MDM SHIFT) and talking with channel leaders on calls… It’s an uncertain time in the business that has many leaders somewhat paralyzed or in a wait and see attitude on what to do for the balance of 2025. How to Make Orange Juice In this uncertain time … [Read more...] about Why is B2B Distribution like making Orange Juice?
