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
Market Analysis
nVent Earnings Reveal a Company the Channel Barely Recognizes | HVACR Trends
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
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
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
Malco Launches MalcoEdge HVACR Refrigeration Tools
Malco Tools has announced MalcoEdge, a new line of HVACR refrigeration tools designed for technicians working in the field. The following is from Malco's announcement. Malco Tools Introduces New MalcoEdge™ Line of HVACR Refrigeration Tools Purpose-built to support every phase of refrigeration service ANNANDALE, MINN. (Jan. 27, 2026) — Malco Tools, one of the nation’s … [Read more...] about Malco Launches MalcoEdge HVACR Refrigeration Tools
Honeywell Q4 2025 Earnings Summary
Strong Order Growth and Record Backlog Accelerating, Separation Tracking Ahead of Schedule Honeywell Q4 earnings reflect a company in transition, posting strong results while preparing for a major restructuring in 2026. Now headquartered in Charlotte, North Carolina, Honeywell is a multinational conglomerate known for its building technologies, aerospace systems, materials, … [Read more...] about Honeywell Q4 2025 Earnings Summary
What Lennox’s Low Bar Tells Us About the HVAC Market Bottom
If you spent 2025 watching orders slow, inventory stack up, and replacement demand stall, you already know it was one of the most challenging HVAC markets in over a decade. The question now is whether we have finally hit the HVAC market bottom, or whether there is more pain ahead. Lennox's Q4 results and 2026 guidance give us something concrete to work with. A recent William … [Read more...] about What Lennox’s Low Bar Tells Us About the HVAC Market Bottom
