Ferguson Enterprises released Q1 2026 results this week, and the read for the HVACR channel is more interesting than the headline beat suggests. The Ferguson HVAC strategy is performing in a mixed environment. Residential demand is weak. Nonresidential is strong. Data centers continue to drive specialty growth. Pricing is firming up faster than the company's own guidance … [Read more...] about Ferguson HVAC Strategy and the Q1 2026 Channel Read
HVAC contractors
New York HVAC Refrigerant Rules Are Triggering Supply Chain Alarm
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
Heather Ripley Launches Updated Next Level Now Book for Home Services Growth
Heather Ripley has released an updated edition of her book, Next Level Now, at a time when brand perception plays an increasingly central role in how home service companies compete. Every contractor builds a brand, whether intentionally or by default, yet many businesses leave that process to chance through benign neglect rather than strategy. The Next Level Now book … [Read more...] about Heather Ripley Launches Updated Next Level Now Book for Home Services Growth
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
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
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?
