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
WATSCO
WATSCO 2025 Investor Day highlights key growth programs
In the world of distribution (especially in the HVACR Channel) most private companies do not report results, and many public companies do not release the detailed strategic initiatives that have more depth than what is provided in the 10K. WATSCO once a year does release more details that time to strategic initiatives and I eagerly await the annual WATSCO investor conference … [Read more...] about WATSCO 2025 Investor Day highlights key growth programs
Carrier Investor Day shows continued growth built off a strong business base
Carrier's Investor Day, May 19, 2025 provided a deep dive into the HVACR leading manufacturer strategy and results that were enlightening. Often in these high-level investor day presentations, you have to read between the lines. As our HVACR trends are overwhelmingly based in North America, I concentrated on the presentation given by Gaurang Pandya - President - Climate … [Read more...] about Carrier Investor Day shows continued growth built off a strong business base
