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HVACR Trends

HVACR Trends

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WATSCO

WATSCO 2025 Investor Day highlights key growth programs

June 25, 2025 by John Gunderson Leave a Comment

Watsco

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

June 3, 2025 by John Gunderson Leave a Comment

Carrier Strategic Direction

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

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