If you spent 2025 watching orders slow, inventory stack up, and replacement demand stall, you already know it was one of the most challenging HVAC markets in over a decade. The question now is whether we have finally hit the HVAC market bottom, or whether there is more pain ahead. Lennox's Q4 results and 2026 guidance give us something concrete to work with. A recent William … [Read more...] about What Lennox’s Low Bar Tells Us About the HVAC Market Bottom
HVAC manufacturers
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
HVAC Rebate Strategy: New Research
New Research: Rebates as a Strategic Growth Tool in a Shifting Market In the HVAC industry, rebates are often treated as “backside dollars,” a necessary but largely passive part of the business. New research reframes HVAC rebate strategy as something far more consequential. When managed deliberately, rebates are no longer just an accounting exercise. They are a primary … [Read more...] about HVAC Rebate Strategy: New Research
