An uneven HVACR Market and some supply chain restraints created a flat sales environment for AAON in their Q2 results. AAON – AAON, the Tulsa, Oklahoma headquartered HVAC manufacturer of HVAC equipment for commercial and industrial markets, announced 2Q 2025 earnings on August 11. Net sales during 2Q decreased 0.6% to $311.6 million. The year-over-year decline was … [Read more...] about EARNINGS Analysis: AAON Q2 2025 Results
Supplier & Product News
Copper Tariffs: Minor Home-Buyer Bump, Major OEM Headache
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 for homeowners When the White House dropped its Section 232 tariff proclamation on July 31, slapping a 50% duty on copper pipe, tube, wire, rod, and sheet effective August 1, it sounded dire … [Read more...] about Copper Tariffs: Minor Home-Buyer Bump, Major OEM Headache
Pentagon Pricing Series – A Pricing Reset is the Most High-Risk and High-Reward Activity in B2B Distribution
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 right, the best driver of top-line sales growth in this industry. Earlier this year, I wrote a Case Study for Modern Distribution Management (MDM) on the pricing reset MSC … [Read more...] about Pentagon Pricing Series – A Pricing Reset is the Most High-Risk and High-Reward Activity in B2B Distribution
EARNINGS Analysis: WATSCO Q2 2025 results some headwinds and tailwinds
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 the largest distributor in the North American market for HVAC products, with over 375,000 contractors, technicians, and installers visiting or calling one of its 701 locations each year, … [Read more...] about EARNINGS Analysis: WATSCO Q2 2025 results some headwinds and tailwinds
Masco Q2 Earnings: Plumbing Holds Strong as Paint Softens What It Signals for Residential HVAC
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 improved to 37.7%, up 10 basis points. Revenue was $2.05 billion, down 2% year-over-year. Adjusted for currency and divestitures, it was flat. Adjusted operating margin rose to … [Read more...] about Masco Q2 Earnings: Plumbing Holds Strong as Paint Softens What It Signals for Residential HVAC
From Tools to Toolbags: Malco’s Next Move
When The Malco Group picked up Veto Pro Pac earlier this month, it wasn’t just an expansion move. It was a signal. Malco is already known for HVAC-specific tools, chemicals, and accessories. Adding Veto brings a premium tool storage line into the fold and pushes the company further into full-spectrum jobsite relevance. This deal doesn’t just add SKUs. It deepens Malco’s … [Read more...] about From Tools to Toolbags: Malco’s Next Move
HARDI Emerging Leaders Conference 2025 – Feedback from Channel Leaders
The HARDI Association has built a strong program for emerging leaders, and at the HARDI Emerging Leaders Conference July 22 -24th over 100 HVACR Emerging Leaders had a packed agenda with great speakers and presentations over the full program. I was intrigued by the event, as I saw it had great speakers and presenters including Dr. Bharani Nagarathnam. Dr. Bharani is the … [Read more...] about HARDI Emerging Leaders Conference 2025 – Feedback from Channel Leaders
Honeywell Q2 2025 results beat revenue forecasts
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
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
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
