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 »
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 …
AI at the Crossroads: What Happens Next Depends on Who’s Driving Read More »
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 …
WATSCO 2025 Investor Day highlights key growth programs Read More »
