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
HVAC industry trends
Midyear Course Correction: “Everyone has a plan, until they get punched in the mouth”
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 until they reach their goal. The best distributors do not throw them out when things change. They adapt. Midyear reviews turn assumptions into action by checking what the market … [Read more...] about Midyear Course Correction: “Everyone has a plan, until they get punched in the mouth”
