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
Market Analysis
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
Talent Isn’t a Trait. It’s a Trajectory.
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 past results. Some consider traits like curiosity and drive. Dr. Jeff Magee’s “Player Capability Index” takes a structured run at defining entrepreneurial talent by mixing elements of motivation, personal … [Read more...] about Talent Isn’t a Trait. It’s a Trajectory.
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
