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 …
Supplier & Product News
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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 …
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 …
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AI at the Crossroads: What Happens Next Depends on Who’s Driving
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 …
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WATSCO 2025 Investor Day highlights key growth programs
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 …
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How to Drive HVACR Orders: Strategies to Activate Untapped Revenue from Silent Contacts
One of the fun parts of writing about the HVACR channel and working with distribution leaders at Channel Marketing Group (CMG) is the opportunity to present the research we do …
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New Research: What HVAC Buyers Expect from Distributors in 2025
New research reveals how buying behavior is changing—and what it means for your ecommerce strategy We recently partnered with BigCommerce to better understand how contractors and institutional buyers are sourcing …
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Gas Furnace Shipments & The One Big Beautiful Bill: What Happens if it Passes?
Unless you’ve been trapped under something heavy for the past three months, you’ve probably heard of President Trump’s “One Big Beautiful Bill” (OBBB) budget proposal. Regardless of your political leanings, …
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Ferguson Q3 Results highlight Dual Trade Contractor Strategy Performance
Ferguson recently released their Q3 Results through April 30, 2025 and although the pace of Ferguson acquisitions has slowed, their growth remains strong. Their focus on the dual trade contractor …
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Carrier Investor Day shows continued growth built off a strong business base
Carrier’s Investor Day, May 19, 2025 provided a deep dive into the HVACR leading manufacturer strategy and results that were enlightening. Often in these high-level investor day presentations, you have …
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