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 …
Copper Tariffs: Minor Home-Buyer Bump, Major OEM Headache Read More »
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 …
A slow Q2 for the largest HVAC distributor, Watsco, but record gross profits and climbing GM% helped offset some of the headwinds. Watsco – Watsco, headquartered in Miami, Florida, is …
EARNINGS Analysis: WATSCO Q2 2025 results some headwinds and tailwinds Read More »
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 …
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 …
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 …
Honeywell Q2 2025 results beat revenue forecasts Read More »
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 …
If you were to ask ten people what “entrepreneurial talent” looks like, there is a very good chance that you’d get ten different answers. Some focus on mindset, others on …
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 …
Pentagon Pricing Series – Part 1 – Sell Side Pricing Read More »
Last year, I started a series on Mingledorff‘s after following their content and meeting the team in person at one of their Atlanta locations. I follow the Mingledorff’s podcast – …
Mingledorffs Podcast delivers insight into HVACR opportunities Read More »
