For much of the HVAC industry, New York HVAC refrigerant rules have hovered in an uncomfortable middle ground for several years. Not hypothetical, but not yet fully operational. Something people flagged in conference hallways, side conversations, and breakout sessions, including more than a few discussions at last year’s HARDI conference, but rarely addressed head-on. That … [Read more...] about New York HVAC Refrigerant Rules Are Triggering Supply Chain Alarm
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HVACR Market in 2025: Why Sales Growth Masked Weaker Demand
Coming into 2025, most HVACR distributors and manufacturers expected a modest recovery. Interest rates were widely assumed to ease. Deferred residential replacements were expected to return gradually. Nonresidential activity was expected to remain steady enough to provide balance while residential markets found their footing. The HVACR market in 2025 ultimately followed a … [Read more...] about HVACR Market in 2025: Why Sales Growth Masked Weaker Demand
A Conversation with Richard Boothman, North American Sales Director for Modine Manufacturing
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
Voice of the Contractor Data Reveals How HVAC Contractors Really Buy in 2025
Executive Summary Six years of Voice of the Contractor data show a channel that is largely satisfied but increasingly pragmatic. Contractors value relationships and rate their primary suppliers positively, yet loyalty is conditional and share shifts quickly when availability, pricing, or execution fall short. Growth continues, multi-trade businesses are expanding, and … [Read more...] about Voice of the Contractor Data Reveals How HVAC Contractors Really Buy in 2025
2026 Housing Market: What HVAC Channels Must Do Now
The team at John Burns Research & Consulting is painting a different picture of the next housing cycle. It is not a reset back to 2021-style demand. It is a structural shift, and the 2026 housing market implications for HVAC channel leaders are significant. If you operate in HVAC manufacturing, wholesale distribution, or as a rep agency, what happens over the next eighteen … [Read more...] about 2026 Housing Market: What HVAC Channels Must Do Now
Lantern’s AI Forecasting: A New Era for Distributors
I had the chance to sit in on a demo of Lantern’s AI forecasting platform recently, and it was one of the more compelling tools I have seen in a while. The team is tackling a problem every distributor knows too well. Distributors are carrying more inventory than they want, chasing fill rates they cannot afford to miss, and leaning on ERP rules that were written when the … [Read more...] about Lantern’s AI Forecasting: A New Era for Distributors
AI Adoption in Distribution: How Leadership and the Right Partner Drive Lasting Change
The distribution industry is at an inflection point. Tariffs, labor shortages, and margin pressure are reshaping how companies compete, while AI adoption in distribution is changing how work gets done. The challenge is no longer whether to adopt AI, but how to implement it in a way that delivers immediate results and builds lasting competitive advantage. In this article, … [Read more...] about AI Adoption in Distribution: How Leadership and the Right Partner Drive Lasting Change
Watsco’s Q3 2025 Results: Better Than Feared, but Not Out of the Woods Yet
Watsco’s Q3 2025 results offered a sigh of relief for HVAC distributors and manufacturers watching the A2L refrigerant transition unfold. Earnings per share of $3.98 missed Wall Street consensus by about 6 percent but came in ahead of buy-side expectations. That mix of mild disappointment and cautious optimism perfectly sums up where the HVAC channel sits today: weathering … [Read more...] about Watsco’s Q3 2025 Results: Better Than Feared, but Not Out of the Woods Yet
Data Centers – an HVACR Distributor Opportunity
Data centers are perceived as a “huge” market opportunity by almost every manufacturer. Many distributors believe that they should be able to win some business there. Reps are expected to win business there. And yes, there are lots of data centers in the country, and in most markets, but the data centers gaining visibility today, the mega projects, are for AI and are being … [Read more...] about Data Centers – an HVACR Distributor Opportunity
How Far Off “Typical” Are Your Processes? And What Is It Costing You?
Last week I had the opportunity the Infor Velocity Days event held in Orlando. Overall, I was very impressed with the quality of the information presented and the knowledge that the guest speakers brought to the table. Two sessions that really resonated with me dealt with the question How far off of typical are your processes, and The Hidden Cost of Customizing Your ERP … [Read more...] about How Far Off “Typical” Are Your Processes? And What Is It Costing You?
