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Home Depot, Mingledorff's & Strategic Entry into HVAC Distribution
May 5, 2026
Partner Interview
The Home Depot•US•Mega CapCarrier EnterpriseDaikinWatscoFergusonMay 5, 2026
Core & Main Inc: M&A Strategy & Opportunity
Jan 23, 2026
Partner Interview
Core & Main•US•Mid CapWatscoFergusonJan 23, 2026
Johnson Controls International: Culture & HVAC Competitive Landscape
Jan 8, 2026
Partner Interview
Johnson Controls International•IE•Large CapTrane TechnologiesCarrier GlobalDaikin IndustriesLennox InternationalWatscoJan 8, 2026
Johnson Controls International & Tyco Merger
Jan 7, 2026
Partner Interview
Johnson Controls International•IE•Large CapTrane TechnologiesLennox InternationalCarrier EnterpriseWatscoJan 7, 2026
Trane Technologies: Business Systems, Lean Culture & Value Stream Mapping
Jan 6, 2026
Partner Interview
Trane Technologies•IE•Large CapJohnson Controls InternationalWatscoJan 6, 2026
IP Research Resource
In Practise 2024: Year In Review
Dec 30, 2024
Tesla•US•Mega CapPerimeter SolutionsFTAI AviationIntuitive SurgicalDomino's Pizza EnterprisesThe GymFergusonDanaherConstellation SoftwareTopicusLoarAshtead GroupBurford CapitalACV AuctionsHermèsLifcoWatscoHalmaSwitching CostsSerial Acquirer
Dec 30, 2024
Weekly update
Procore, Danaher, FTAI, Heico PMA vs TransDigm, Terravest, Kinsale, MongoDB, HVAC, Loar Group, Green Landscaping
Aug 7, 2024
Procore•US•Mid CapDatabricksLoarWencorFTAI AviationHEICOGreen Landscaping GroupCarrier GlobalSnowflakeMongoDBWatscoDanaherGE AerospaceSafranTransDigm GroupSwitching CostsMission Critical Products & Services
Aug 7, 2024
US HVAC OEMs: Competitive Landscape & Distributor Relationship
Aug 5, 2024
Partner Interview
Trane Technologies•IE•Large CapWatscoLennox InternationalDaikinCarrier GlobalAug 5, 2024
Weekly update
Carrier vs Trane HVAC, Roper, O'Reilly, Ryan Specialty, Midwich, Privia, MongoDB, Cogent
Jul 24, 2024
Carrier Global•US•Large CapRoperAT&TMongoDBWatscoRyan Specialty GroupTeslaLifcoDaikinConstellation SoftwareBoseAutoZoneDanaherDiplomaProcess PowerSerial Acquirer
Jul 24, 2024
Carrier, Trane, Lennox & HVAC OEMs Landscape
Jul 22, 2024
Partner Interview
Carrier Global•US•Large CapTrane TechnologiesLennox InternationalWatscoDaikinJul 22, 2024
Weekly update
Veeva vs IQVIA, SDI Group, Rightmove, Watsco, FERG, Core & Main, Evotec, Dynatrace, Jamf
May 2, 2024
IQVIA•US•Large CapZooplaVeevaJamfSDI GroupRightmoveEvotecDynatraceWatscoAppleDatadogMicrosoftLifcoFergusonPfizerTrane TechnologiesSwitching CostsAuctions & Classifieds
May 2, 2024
Watsco, Ferguson: HVAC OEM-Distributor-Contractor Relationship Dynamics
Apr 30, 2024
Partner Interview
Watsco•US•Large CapFergusonBaker HughesDaikinComfort Systems USALennox InternationalMideaGree ElectricCarrier GlobalTrane TechnologiesApr 30, 2024
Weekly update
Watsco & FERG Customer Survey, Veeva Systems, IQVIA, Lumine, Indutrade, Smartsheet & MNDY, Inchape & Chinese OEMs, PPC
Apr 24, 2024
Watsco•US•Large CapVeevaIndutradeNokiaIQVIASalesforceSmartsheetFergusonInchcapeBYDServiceNowAtlassianmondaycomSwitching CostsB2B Software
Apr 24, 2024
IP Research Survey
Watsco Customer Survey: Service Quality, SEER, and Replacement Demand
Apr 23, 2024
IP ResearchWatsco•US•Large CapFergusonCarrier GlobalLennox InternationalMitsubishi Corporation
Apr 23, 2024
Ferguson PLC: Plumbing, Waterworks, & HVAC Business Quality
Feb 8, 2024
Feb 8, 2024
Weekly update
Ashtead Survey: Competition w/ Indie Equipment Rental Firms, Ferguson vs Watsco, Appfolio, Vistry
Feb 7, 2024
Ashtead Group•GB•Large CapWatscoFergusonAppFolioUnited RentalsSwitching CostsB2B Middlemen
Feb 7, 2024
Ferguson vs Watsco: HVAC Distribution
Feb 1, 2024
Feb 1, 2024
Weekly update
Watsco, Fastenal, & B2B Distributors: Gross Margin & ROIC Predictability
Nov 15, 2022
Watsco•US•Large CapFastenalPoolAddtechNaked WinesTHGNVRKB HomeCornered ResourceB2B Middlemen
Nov 15, 2022
IP Research Analysis
Watsco: Gross Margin and Return Predictability
Nov 14, 2022
In Practise Analysis
IP ResearchWatsco•US•Large Cap
Nov 14, 2022
Watsco: SEER Pricing Changes and Gross Margin
Nov 13, 2022
Nov 13, 2022
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