EARNINGS Analysis: AAON Q2 2025 Results
An uneven HVACR Market and some supply chain restraints created a flat sales environment for AAON in their Q2 results. AAON – AAON, the Tulsa, Oklahoma headquartered HVAC manufacturer of …
featured
Copper Tariffs: Minor Home-Buyer Bump, Major OEM Headache
How a 50% duty on semifinished copper drifts past consumers and lands squarely on coil makers, lineset extruders, and the distributors who serve them. The drama that wasn’t, at least …
Copper Tariffs: Minor Home-Buyer Bump, Major OEM Headache Read More »
Pentagon Pricing Series – A Pricing Reset is the Most High-Risk and High-Reward Activity in B2B Distribution
As a former pricing leader for three billion-dollar distributors in North America, I can share from experience that a major pricing reset is simultaneously a dangerous activity, yet when done …
EARNINGS Analysis: WATSCO Q2 2025 results some headwinds and tailwinds
A slow Q2 for the largest HVAC distributor, Watsco, but record gross profits and climbing GM% helped offset some of the headwinds. Watsco – Watsco, headquartered in Miami, Florida, is …
EARNINGS Analysis: WATSCO Q2 2025 results some headwinds and tailwinds Read More »
Wholesale HVAC Equipment Costs Just Jumped
Prices are moving again. Quietly, but steadily. The Producer Price Index for HVAC equipment has ticked up for eleven months in a row. It’s not necessarily making headlines, but it’s …
Masco Q2 Earnings: Plumbing Holds Strong as Paint Softens What It Signals for Residential HVAC
Masco’s Q2 2025 earnings report was a study in contrasts. For those of us watching the residential HVAC space, it offered a few clear signals. Headline numbers: Adjusted gross margin …
From Tools to Toolbags: Malco’s Next Move
When The Malco Group picked up Veto Pro Pac earlier this month, it wasn’t just an expansion move. It was a signal. Malco is already known for HVAC-specific tools, chemicals, …
HARDI Emerging Leaders Conference 2025 – Feedback from Channel Leaders
The HARDI Association has built a strong program for emerging leaders, and at the HARDI Emerging Leaders Conference July 22 -24th over 100 HVACR Emerging Leaders had a packed agenda …
HARDI Emerging Leaders Conference 2025 – Feedback from Channel Leaders Read More »
Honeywell Q2 2025 results beat revenue forecasts
Honeywell – Honeywell, the multinational conglomerate known for its building technologies, aerospace systems, materials, and safety and productivity solutions, reported Q2 CY2025 results on July 24. Honeywell topped revenue expectations, with …
Honeywell Q2 2025 results beat revenue forecasts Read More »
Lennox Q2 2025 Results Deep Dive – HVACR Trends
We’re taking a deep dive on the latest earnings results from HVAC manufacturer Lennox in this column. There was little discussion on tariffs, with Lennox baking tariffs into their 2H …