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HVACR Trends

HVACR Trends

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Market Analysis

When HVAC Distributor Loyalty Hurts Growth

March 3, 2026 by Bob Allomong Leave a Comment

HVAC distributor reviewing product line lineup with manufacturer rep

HVAC distributor loyalty runs deep.  Many wholesalers proudly carry the same manufacturer lines they brought on decades ago—often through multiple ownership changes, economic cycles, and market shifts. These long-term relationships are built on trust, shared growth, and mutual dependence.  In an industry where reliability matters and failures are costly, loyalty feels not just … [Read more...] about When HVAC Distributor Loyalty Hurts Growth

The HVAC Technician Shortage: What 2031 Could Look

February 26, 2026 by Bob Allomong Leave a Comment

HVAC technician working on commercial rooftop unit representing the growing technician shortage

Why the HVAC Technician Shortage Is Getting Worse The HVAC technician shortage is not a future problem. It is already here, and its trajectory points somewhere the industry does not want to go. By 2031, if the pipeline does not change, the sector will be operating under serious strain: longer wait times, higher labor costs, slower technology adoption, and service markets that … [Read more...] about The HVAC Technician Shortage: What 2031 Could Look

HVAC Tariff Costs: What the Supreme Court Ruling Really Changes

February 25, 2026 by Chuck Labow Leave a Comment

Supreme Court IEEPA tariff ruling impact on HVAC equipment pricing and the distribution channel

The Supreme Court handed down a significant trade policy decision last week, and the headlines made it sound like relief was on the way.  For HVACR distributors, contractors, and manufacturers trying to manage HVAC tariff costs, the reality is more complicated than the news cycle suggests.  The Court struck down one major tariff mechanism.  Several others remain fully intact, a … [Read more...] about HVAC Tariff Costs: What the Supreme Court Ruling Really Changes

Watsco Q4 Earnings Miss Masks a Bigger Story

February 18, 2026 by Chuck Labow Leave a Comment

Watsco Q4 2025 earnings showing record gross margins and technology platform investments alongside volume declines in HVAC distribution

Watsco Q4 earnings tell two stories, and neither one cancels the other out. On the surface, Watsco Q4 earnings paint a rough picture. Revenue fell 10%.  HVAC equipment sales dropped 13%.  Earnings per share declined 29%.  When you back out the 11% domestic pricing increase, implied equipment volumes were down more than 20%.  That is not a soft patch. But Watsco's own framing … [Read more...] about Watsco Q4 Earnings Miss Masks a Bigger Story

nVent Earnings Reveal a Company the Channel Barely Recognizes | HVACR Trends

February 11, 2026 by Chuck Labow Leave a Comment

nVent Q4 2025 earnings results showing portfolio transformation toward data center and infrastructure growth

The nVent Portfolio Transformation Is Not Subtle / What the nVent Portfolio Transformation Means for the Channel nVent's Q4 2025 earnings tell two stories.  The surface story is a record quarter with sales up 42% and backlog tripling to $2.3 billion.  The deeper story, the one that should matter more to every distributor and rep carrying nVent products, is that this is not the … [Read more...] about nVent Earnings Reveal a Company the Channel Barely Recognizes | HVACR Trends

Prokeep Launches Distributor Order Automation With AI-Powered Quoting

February 10, 2026 by Chuck Labow Leave a Comment

Prokeep Order Automation platform turning customer messages into ERP-ready quotes for distributors

Distributors talk a lot about speed.  Faster quotes.  Faster answers.  Faster fulfillment.  But the gap between talking about speed and actually building it into the quoting workflow is still wide at most branches.  Prokeep is trying to close that gap with a new distributor order automation platform that uses AI to convert incoming customer messages into ERP-ready quotes, and … [Read more...] about Prokeep Launches Distributor Order Automation With AI-Powered Quoting

Where Margin Is Hiding

February 5, 2026 by Chuck Labow Leave a Comment

Distributor operations team reviewing pricing and margin data

Distributor margin rarely disappears in one dramatic event.  It leaks.  Slowly.  Through timing gaps, unclear handoffs, and processes that span multiple departments but belong to none of them.  The reality is that, in many cases, it didn't truly disappear.  If that's true, the obvious question is: Where is the margin hiding? Scott Sinning has spent years working on exactly … [Read more...] about Where Margin Is Hiding

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