HVAC industry trends

Watsco’s Q3 2025 Results: Better Than Feared, but Not Out of the Woods Yet

November 13, 2025 / By Chuck Labow

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 […]

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Midyear Course Correction: “Everyone has a plan, until they get punched in the mouth”

October 23, 2025 / By Chuck Labow

TL; DR: To paraphrase the inestimable words of “Iron” Mike Tyson, plans rarely survive contact with the market. Like a sailboat tacking into the wind, the best distributors keep course-correcting

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