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
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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
AI for Distributor HR: Tools Worth Knowing About
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
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
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
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
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
