An uneven HVACR Market and some supply chain restraints created a flat sales environment for AAON in their Q2 results. AAON – AAON, the Tulsa, Oklahoma headquartered HVAC manufacturer of HVAC equipment for commercial and industrial markets, announced 2Q 2025 earnings on August 11. Net sales during 2Q decreased 0.6% to $311.6 million. The year-over-year decline was … [Read more...] about EARNINGS Analysis: AAON Q2 2025 Results
insights
Copper Tariffs: Minor Home-Buyer Bump, Major OEM Headache
How a 50% duty on semifinished copper drifts past consumers and lands squarely on coil makers, lineset extruders, and the distributors who serve them. The drama that wasn’t, at least for homeowners When the White House dropped its Section 232 tariff proclamation on July 31, slapping a 50% duty on copper pipe, tube, wire, rod, and sheet effective August 1, it sounded dire … [Read more...] about Copper Tariffs: Minor Home-Buyer Bump, Major OEM Headache
Pentagon Pricing Series – A Pricing Reset is the Most High-Risk and High-Reward Activity in B2B Distribution
As a former pricing leader for three billion-dollar distributors in North America, I can share from experience that a major pricing reset is simultaneously a dangerous activity, yet when done right, the best driver of top-line sales growth in this industry. Earlier this year, I wrote a Case Study for Modern Distribution Management (MDM) on the pricing reset MSC … [Read more...] about Pentagon Pricing Series – A Pricing Reset is the Most High-Risk and High-Reward Activity in B2B Distribution
Wholesale HVAC Equipment Costs Just Jumped
Prices are moving again. Quietly, but steadily. The Producer Price Index for HVAC equipment has ticked up for eleven months in a row. It’s not necessarily making headlines, but it’s worth your attention. Undoubtedly, you’ve already raised prices due to tariffs or manufacturer increases, but are you sure you’re keeping pace? Every month, something is going up. Are you … [Read more...] about Wholesale HVAC Equipment Costs Just Jumped
Where is the channel headed in 2025 and beyond? Thoughts on MDM/NAW Shift conference in May 2025
I am fortunate to once again be able to attend and present at the NAW/MDM SHIFT conference, and this year it will be interesting to see how the construction and industrial channels continues to evolve. Modern Distribution Management (MDM) has been hosting this annual event for Distribution Leaders called SHIFT (originally MDM Sales GPS) for the last decade. At Shift they … [Read more...] about Where is the channel headed in 2025 and beyond? Thoughts on MDM/NAW Shift conference in May 2025
Attendee roundup and thoughts from HARDI 2024
Last week - HARDI 2025 was held in Atlanta Dec 8-11th. With over 2,000+ attendees and over 500+ wholesalers/distributor companies represented the event grew again in size this year. We wanted to share some additional thoughts on the conference in a part 2 article for the HVACR Channel members who were not able to attend. As we reported last week it was a packed event. Where … [Read more...] about Attendee roundup and thoughts from HARDI 2024
Where is the channel headed? Thoughts from HARDI 2024
This week - I wanted to share some thoughts from some friends and associates who are attending HARDI 2025 in Atlanta. The event concludes today on Tuesday December 10th, and we will write a more in-depth report on HARDI 2024 next week for our readers. HARDI has been hosting their big annual conference for the channel for decades. This year over 1,900+ key channel leaders … [Read more...] about Where is the channel headed? Thoughts from HARDI 2024
