Watsco, one of the industry’s largest HVAC distributor’s, serving over 125,000 contractors and installers through over 692 locations in the US, announced 3Q 2026 earnings on October 27. Watsco's quarter reflected an improving North American HVAC replacement market, healthy residential construction demand, growing digital engagement, and strategic expansion into plumbing … [Read more...] about Watsco’s HVAC Rebound Gains Traction and Signals a Healthier 2027
acquisitions
The Changing Distribution Landscape – 2030 2040 2050
With the benefit of retrospect, we can presume that the number of electrical distribution start-ups will mimic those in the past ten years … in other words, very few and those that have had success, defined as significant growth, are even fewer. (Okay, let\'s run an crowd-sourced effort to list electrical distribution start-ups in the last 10 years ... post in the below comment … [Read more...] about The Changing Distribution Landscape – 2030 2040 2050
The Next Phase of Acquisitions?
At the NAED Annual meeting I asked distributors, manufacturers and others who typically hear about mergers / acquisitions what they were hearing. Not so much about specific companies but more in general ... were they hearing of activity. All said that \"the market\" was quiet and a few shared that the one of the marketing groups was being a little more \"proactive\" in trying … [Read more...] about The Next Phase of Acquisitions?
An Industry Undergoing Change
We\'ve just passed the 6 month mark for the year and while there has been much change, the past month highlighted many and accelerated some. Consider: Consolidation Shealy sells to Border States to create a $2B ESOP. Grove Madsen sells to Sonepar Cape Electric sells to Graybar And we\'ve talked to others that have either expressed interest in selling (and have inquired … [Read more...] about An Industry Undergoing Change
