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HVACR Trends

HVACR Trends

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distributors

AI for Distributor HR: Tools Worth Knowing About

March 2, 2026 by Chuck Labow Leave a Comment

HVACR distributor HR team reviewing AI workforce management tools on a laptop

Getting Started with AI for Distributor HR For distributors, people are the business.  You can operate with a lean inventory model, but without capable people, nothing works.  That reality is why AI for distributor HR is worth paying attention to now.  The tools have matured enough to handle real workflows, the costs are accessible, and the administrative burden they can … [Read more...] about AI for Distributor HR: Tools Worth Knowing About

HVAC Tariff Costs: What the Supreme Court Ruling Really Changes

February 25, 2026 by Chuck Labow Leave a Comment

Supreme Court IEEPA tariff ruling impact on HVAC equipment pricing and the distribution channel

The Supreme Court handed down a significant trade policy decision last week, and the headlines made it sound like relief was on the way.  For HVACR distributors, contractors, and manufacturers trying to manage HVAC tariff costs, the reality is more complicated than the news cycle suggests.  The Court struck down one major tariff mechanism.  Several others remain fully intact, a … [Read more...] about HVAC Tariff Costs: What the Supreme Court Ruling Really Changes

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

Where Margin Is Hiding

February 5, 2026 by Chuck Labow Leave a Comment

Distributor operations team reviewing pricing and margin data

Distributor margin rarely disappears in one dramatic event.  It leaks.  Slowly.  Through timing gaps, unclear handoffs, and processes that span multiple departments but belong to none of them.  The reality is that, in many cases, it didn't truly disappear.  If that's true, the obvious question is: Where is the margin hiding? Scott Sinning has spent years working on exactly … [Read more...] about Where Margin Is Hiding

Honeywell Q4 2025 Earnings Summary

February 2, 2026 by Kevin Coleman Leave a Comment

Honeywell building automation and industrial controls equipment

Strong Order Growth and Record Backlog Accelerating, Separation Tracking Ahead of Schedule Honeywell Q4 earnings reflect a company in transition, posting strong results while preparing for a major restructuring in 2026.  Now headquartered in Charlotte, North Carolina, Honeywell is a multinational conglomerate known for its building technologies, aerospace systems, materials, … [Read more...] about Honeywell Q4 2025 Earnings Summary

Smart HVAC/R Systems: Convenience or Creepy?

January 27, 2026 by Chuck Labow Leave a Comment

Connected HVAC controller with cloud connectivity icons representing smart HVAC privacy and data collection concerns in the supply chain

The HVAC/R industry crossed a line without much debate. Smart HVAC privacy wasn't on the agenda when connected thermostats and cloud-based controllers became standard. The focus was efficiency, remote access, and fewer callbacks. But modern systems don't just control temperature. They collect data. Occupancy patterns, schedules, runtime behavior, user access logs. The equipment … [Read more...] about Smart HVAC/R Systems: Convenience or Creepy?

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