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HVACR Trends

HVACR Trends

Information to Inspire, Grow and Profit

Channel Strategy

Watsco Q4 Earnings Miss Masks a Bigger Story

February 18, 2026 by Chuck Labow Leave a Comment

Watsco Q4 2025 earnings showing record gross margins and technology platform investments alongside volume declines in HVAC distribution

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

nVent Earnings Reveal a Company the Channel Barely Recognizes | HVACR Trends

February 11, 2026 by Chuck Labow Leave a Comment

nVent Q4 2025 earnings results showing portfolio transformation toward data center and infrastructure growth

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

A Conversation with Richard Boothman, North American Sales Director for Modine Manufacturing

December 19, 2025 by Chuck Labow Leave a Comment

Modine Market Outlook 2026 | Richard Boothman

Richard Boothman serves as North American Sales Director for Modine Manufacturing's Heating Division, where he is responsible for commercial strategy, sales, channel relationships, and market development across the company’s heating vertical within the Climate Solutions portfolio.  He has spent decades in HVAC, with experience spanning unitary equipment, engineered systems, and … [Read more...] about A Conversation with Richard Boothman, North American Sales Director for Modine Manufacturing

Real-Time Product Data Is a Competitive Divide in HVAC

December 3, 2025 by Chuck Labow Leave a Comment

HVAC contractor in home mechanical room using tablet with real-time product data overlay.

Real-time product data is now a competitive divide in the HVAC channel, and manufacturers who provide real-time product data gain an immediate advantage. When specs, pricing, and availability are current for reps, distributors, and contractors, jobs move quickly and customers feel confident.  When that information is old or inconsistent, quotes slow down, margins weaken, and … [Read more...] about Real-Time Product Data Is a Competitive Divide in HVAC

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Manufacturers - Why You?

Manufacturers – Why You?

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