Watsco, the Florida headquartered distributor in the North American HVAC market, serving over 125,000 contractors and installers through over 692 locations in the US, announced 2Q 2026 earnings on July 29. Watsco reported second-quarter 2026 results that reflected a stabilizing but margin-compressed environment, with revenue up 2% to $2.1 billion. Gross profit declined 4% to … [Read more...] about Watsco’s Q2 Results Signal a Return to Normal: HVAC Market Stabilizes
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HVAC Distributor Sales Pick Up in February
HVAC distributor sales moved in the right direction in February, with HARDI reporting weighted average same-day sales up approximately 5% year-over-year. That is a meaningful swing from January, when the same measure was down 1%. Before anyone calls it a recovery, though, it is worth looking at what is actually driving the number. Price Is Doing Most of the … [Read more...] about HVAC Distributor Sales Pick Up in February
When HVAC Distributor Loyalty Hurts Growth
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
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
