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HVACR Trends

HVACR Trends

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Lennox International

Lennox Q1 2026 Earnings Signal Shifts Across the HVAC Channel

April 30, 2026 by Chuck Labow Leave a Comment

Commercial rooftop HVAC units representing Lennox Q1 2026 earnings and channel performance

The investor takeaways from the Lennox Q1 2026 earnings report are one story.  The channel takeaways are another, and they are the ones that matter for distributors, reps, and contractors trying to read where the market is heading next. The Lennox Q1 2026 earnings report landed this week, beating what has shaped up to be a messy quarter, with EPS coming in roughly 5 percent … [Read more...] about Lennox Q1 2026 Earnings Signal Shifts Across the HVAC Channel

HVAC Market Slowdown Signals a Prolonged Industry Reset

January 15, 2026 by Chuck Labow Leave a Comment

Diagonal graphic showing the Watsco and Lennox logos representing HVAC market comparison

The HVAC market slowdown is no longer a matter of debate or selective interpretation.  Fourth-quarter performance came in worse than already lowered expectations, pricing pressure is beginning to surface in markets that historically hold firm, and inventory normalization remains unfinished.  This isn't a collapse scenario, but it is a clear signal that the industry reset is … [Read more...] about HVAC Market Slowdown Signals a Prolonged Industry Reset

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

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