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HVACR Trends

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HVAC distribution

Voice of the Contractor Data Reveals How HVAC Contractors Really Buy in 2025

December 18, 2025 by Chuck Labow Leave a Comment

Voice of the Contractor data presented at the HARDI Annual Conference

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

November 13, 2025 by Chuck Labow Leave a Comment

HVAC market stabilization

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

October 22, 2025 by Chuck Labow Leave a Comment

Jenny Brown and Deanna Lassiter recording an episode of Caffeine & Coils, Mingledorff’s internal and customer-facing podcast.

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

October 21, 2025 by Chuck Labow Leave a Comment

Line chart showing William Blair HVAC Index and organic sales growth for Watsco, Lennox, and AAON, highlighting a 3% industry decline in Q3 2025.

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

July 30, 2025 by Chuck Labow Leave a Comment

Malco HVACR solutions

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

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