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
HVAC distribution
AI for HVAC Distributors: A Practical Field Guide from Pilot to Profit
For HVAC-R distributors dealing with margin pressure, labor constraints, and increasingly complex quoting environments, AI is rapidly moving from curiosity to operational necessity. After nearly a year of research, interviews, and vendor evaluations, I am pleased to announce the release of The AI-Enabled Distributor: From Pilot to Profit: A Field Guide written specifically for … [Read more...] about AI for HVAC Distributors: A Practical Field Guide from Pilot to Profit
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
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
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
Mingledorff’s Caffeine and Coils Podcast: How an 86-Year-Old Brand Stays Fresh
Jenny Brown and Deanna Lassiter explain how Mingledorff's Caffeine and Coils became both a creative outlet and a living symbol of their transparency, innovation, and people-first culture. By Chuck Labow | HVACRtrends.com When Mingledorff's Caffeine and Coils first launched, it wasn’t just another company podcast—it was a natural continuation of something Mingledorff’s had … [Read more...] about Mingledorff’s Caffeine and Coils Podcast: How an 86-Year-Old Brand Stays Fresh
William Blair HVAC Survey 2025: Demand Cools, Repair Rises
The third quarter of 2025 has been a rough ride for the HVAC industry. According to the William Blair's 2025 HVAC Survey, distributors and manufacturers reported softening demand, persistent sticker shock, and an unusually cool summer—all combining to create what the firm called a “rough out there” environment. The William Blair HVAC Index fell 3% year over year, one of the … [Read more...] about William Blair HVAC Survey 2025: Demand Cools, Repair Rises
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, and accessories. Adding Veto brings a premium tool storage line into the fold and pushes the company further into full-spectrum jobsite relevance. This deal doesn’t just add SKUs. It deepens Malco’s … [Read more...] about From Tools to Toolbags: Malco’s Next Move
