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
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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?
What Happens When the Market Moves: Scenario Planning for HVACR Distributors
TL;DR: Most leading forecasts point to slower growth or a mild recession in 2026. Scenario planning gives HVACR distributors a way to prepare for that reality. The goal is not to predict the downturn’s depth, but to be ready for it. Good plans bend before they break. Economic Outlook for 2026 Forecasts from the IMF, Deloitte, OECD, and the University of Michigan … [Read more...] about What Happens When the Market Moves: Scenario Planning for HVACR Distributors
Danfoss acquires Palladio Compressors
Danfoss’ announced their acquisition of Palladio Compressors today. This would seem to signal more than portfolio expansion—it plugs a real gap in the HVAC/R market. By bringing non-captive screw technology under its roof, Danfoss adds supply to a segment where options have been limited, while positioning itself to accelerate adoption of natural and low-GWP refrigerants. The … [Read more...] about Danfoss acquires Palladio Compressors
2026 HVACR Planning Season – Contractor Loyalty Programs are worth considering
As you go into planning season, and you are looking for programs in 2026 that can help you grow business in 2026. A Contractor loyalty program has to be one of the areas, I would look at as a distributor leader. I was fortunate to be involved and help lead 9 contractor loyalty programs as a distributor, and each and every time they delivered above market growth numbers. So, … [Read more...] about 2026 HVACR Planning Season – Contractor Loyalty Programs are worth considering
EPA Floats Refrigerant Rule Rollback: Five Years of Breathing Room or Just More Confusion?
The EPA has proposed a major revision to the Biden-era refrigerant transition rules, offering relief to contractors, distributors, and manufacturers who’ve been bracing for 2025 compliance deadlines. The move could push back enforcement in key sectors, giving the industry as much as five years to adapt — but it also raises new questions. When the 2023 Technology Transitions … [Read more...] about EPA Floats Refrigerant Rule Rollback: Five Years of Breathing Room or Just More Confusion?
